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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
401
Sequoia Financial Advisors
Ohio
$1M +$405K +4,269 +83%
AI
402
Atria Investments
North Carolina
$1M +$443K +4,672 +98%
IWC
403
Integrated Wealth Concepts
Massachusetts
$986K +$426K +4,486 +94%
NG
404
Novem Group
New York
$980K +$872K +9,196 New
NS
405
NBC Securities
Alabama
$973K +$42.3K +446 +5%
P
406
&Partners
Tennessee
$960K +$853K +8,996 New
P
407
Pitcairn
Pennsylvania
$942K -$356K -3,749 -30%
RCAG
408
Rehmann Capital Advisory Group
Michigan
$935K +$226K +2,386 +37%
MC
409
Matisse Capital
Oregon
$927K
SA
410
Sanctuary Advisors
Indiana
$924K +$335K +3,527 +69%
CAM
411
Congress Asset Management
Massachusetts
$920K +$819K +8,638 New
SIP
412
Stoneridge Investment Partners
Pennsylvania
$917K
VT
413
Vise Technologies
New York
$916K +$815K +8,593 New
CIP
414
Capital Insight Partners
Arizona
$915K
FWM
415
Forza Wealth Management
Florida
$909K +$48.8K +514 +6%
CWA
416
Consilio Wealth Advisors
Washington
$909K -$50.3K -530 -6%
Lido Advisors
417
Lido Advisors
California
$908K -$5.18M -54,630 -87%
MGP
418
M&G plc
United Kingdom
$905K -$153K -1,611 -16%
HW
419
Hancock Whitney
Mississippi
$905K +$147K +1,554 +22%
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$904K
OM
421
OV Management
Minnesota
$902K -$1.07M -11,313 -57%
SCM
422
Sterling Capital Management
North Carolina
$899K +$168K +1,771 +27%
SA
423
Sylvest Advisors
Texas
$892K +$22.9K +241 +3%
KNW
424
Kesler Norman & Wride
Utah
$884K +$52.7K +556 +7%
HI
425
Horizon Investments
North Carolina
$884K +$514K +5,414 +185%