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Name Holding Trade Value Shares
Change
Change in
Stake
C
601
Cerebellum
California
$340K +$325K +6,190 New
CQS
602
Credential Qtrade Securities
$340K -$57.3K -1,090 -15%
CAW
603
Cornerstone Advisors (Washington)
Washington
$333K +$11K +210 +4%
WS
604
Wedbush Securities
California
$330K +$316K +6,010 New
AP
605
Appleton Partners
Massachusetts
$329K
BFEC
606
Benjamin F. Edwards & Company
Missouri
$328K +$2.89K +55 +0.9%
ASN
607
Advisory Services Network
Georgia
$316K +$25.8K +490 +9%
HH
608
Hilltop Holdings
Texas
$315K +$302K +5,740 New
SW
609
SVB Wealth
Massachusetts
$309K +$788 +15 +0.3%
AWM
610
AE Wealth Management
Kansas
$299K +$286K +5,450 New
ACM
611
AlphaCrest Capital Management
New York
$298K -$852K -16,220 -75%
PC
612
Pier Capital
Connecticut
$294K -$282K -5,365 -50%
IWM
613
IHT Wealth Management
Illinois
$293K +$40.7K +775 +17%
FQ
614
First Quadrant
California
$292K -$526 -10 -0.2%
Mackenzie Financial
615
Mackenzie Financial
Ontario, Canada
$289K -$7.53M -143,345 -96%
BAM
616
Barrett Asset Management
New York
$279K -$26.3K -500 -9%
COI
617
Capital One Investing
Virginia
$277K +$13.1K +250 +5%
BF
618
BOK Financial
Oklahoma
$275K -$40.7K -775 -13%
PCAP
619
Pratt Collard Advisory Partners
New York
$275K
NFG
620
Next Financial Group
Texas
$275K +$258K +4,910 +4,910%
DY
621
Dowling & Yahnke
California
$270K +$259K +4,925 New
BAM
622
Belpointe Asset Management
Nevada
$265K -$4.99K -95 -2%
FNBOO
623
First National Bank of Omaha
Nebraska
$263K -$33.6K -640 -12%
CMI
624
Clare Market Investments
Texas
$262K +$21K +400 +9%
LC
625
Lourd Capital
California
$260K -$2.37K -45 -0.9%