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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
451
Geneos Wealth Management
Colorado
$328K -$8.54K -122 -3%
HCM
452
Howland Capital Management
Massachusetts
$328K
GVAG
453
Great Valley Advisor Group
Delaware
$321K +$299K +4,277 New
FFM
454
Forum Financial Management
Illinois
$320K +$298K +4,255 New
CAM
455
Cubic Asset Management
Massachusetts
$313K -$179K -2,560 -38%
AWM
456
Altium Wealth Management
New York
$308K
AP
457
Advisor Partners
California
$308K +$2.1K +30 +0.7%
TRCT
458
Tower Research Capital (TRC)
New York
$308K +$277K +3,951 +2,324%
IIC
459
Integrated Investment Consultants
Michigan
$304K
ACS
460
Archford Capital Strategies
Illinois
$302K -$3.22K -46 -1%
RFO
461
RiverGlades Family Offices
Florida
$301K
MOS
462
MGO One Seven
Ohio
$297K +$71.5K +1,021 +35%
DI
463
Diligent Investors
California
$295K -$21.9K -313 -7%
WAAG
464
Wealth Alliance Advisory Group
Kansas
$295K +$275K +3,926 New
SF
465
Synovus Financial
Georgia
$293K
EWA
466
EP Wealth Advisors
California
$283K +$42.8K +612 +19%
SG
467
StoneX Group
New York
$281K -$6.09K -87 -2%
MML Investors Services
468
MML Investors Services
Massachusetts
$280K +$24.6K +351 +10%
JWCA
469
J.W. Cole Advisors
Florida
$279K +$259K +3,704 New
VWA
470
V Wealth Advisors
Kansas
$278K +$11.1K +158 +4%
BFPW
471
BOK Financial Private Wealth
Colorado
$278K +$259K +3,695 New
CICI
472
Capital Investment Counsel Inc
North Carolina
$277K -$80.1K -1,145 -24%
SCM
473
Shapiro Capital Management
Georgia
$274K
RGC
474
Roberts, Glore & Co
Illinois
$271K -$9.45K -135 -4%
SKK
475
Shepherd Kaplan Krochuk
Massachusetts
$271K