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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
376
Institute for Wealth Management
Colorado
$321K -$1.3K -25 -0.4%
GWM
377
Geneos Wealth Management
Colorado
$314K +$14.7K +282 +5%
SSA
378
Schonfeld Strategic Advisors
New York
$311K -$1.94M -37,300 -86%
MML Investors Services
379
MML Investors Services
Massachusetts
$308K -$37.5K -719 -11%
KWM
380
Kingsview Wealth Management
Oregon
$307K +$303K +5,823 New
SG
381
StoneX Group
New York
$305K -$3.18K -61 -1%
FWIA
382
Fort Washington Investment Advisors
Ohio
$303K +$10.2K +196 +4%
ECM
383
ExodusPoint Capital Management
New York
$301K +$297K +5,704 New
KFGK
384
Keystone Financial Group (Kentucky)
Kentucky
$295K +$990 +19 +0.3%
SG Americas Securities
385
SG Americas Securities
New York
$292K -$122K -2,348 -30%
MHIC
386
Marble Harbor Investment Counsel
Massachusetts
$290K -$20.8K -400 -7%
LCP
387
Legacy Capital Partners
Wisconsin
$288K +$18.2K +350 +7%
GT
388
Greenleaf Trust
Michigan
$280K -$41.3K -792 -13%
EP
389
Elkfork Partners
Oregon
$279K -$117K -2,240 -29%
JAM
390
Jolley Asset Management
North Carolina
$279K +$23.4K +450 +9%
ASN
391
Advisory Services Network
Georgia
$274K -$54.5K -1,046 -17%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$272K +$269K +5,162 New
TRCT
393
Tower Research Capital (TRC)
New York
$271K +$187K +3,582 +232%
BWCS
394
Beirne Wealth Consulting Services
Connecticut
$270K -$260 -5 -0.1%
HAIM
395
Hunter Associates Investment Management
Pennsylvania
$267K – – –
MIG
396
McGuire Investment Group
Rhode Island
$257K – – –
RCM
397
Riverhead Capital Management
Delaware
$250K -$104K -2,000 -29%
BRWA
398
B. Riley Wealth Advisors
Florida
$249K -$18.6K -357 -7%
PHS
399
Pekin Hardy Strauss
Illinois
$243K -$30K -576 -11%
SCM
400
Shapiro Capital Management
Georgia
$241K -$41.7K -800 -15%