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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
776
Integrated Wealth Concepts
Massachusetts
$323K +$267K +2,172 New
WSFS
777
Wilmington Savings Fund Society
Delaware
$320K -$1.11M -9,064 -81%
FPAS
778
Focus Partners Advisor Solutions
Missouri
$320K +$264K +2,154 New
CL
779
Choreo LLC
Illinois
$318K
LGA
780
Lebenthal Global Advisors
New York
$318K +$3.31K +27 +1%
EDRIA
781
Edmonds Duncan Registered Investment Advisors
Kansas
$317K +$262K +2,132 New
LOIM
782
Liberty One Investment Management
Illinois
$316K -$38.5K -314 -13%
PFG
783
PAX Financial Group
Texas
$314K +$24.2K +197 +10%
SSB
784
Sandy Spring Bank
Maryland
$313K +$982 +8 +0.4%
ACM
785
Advisors Capital Management
New Jersey
$311K +$35K +285 +16%
SIG
786
Sky Investment Group
Connecticut
$308K -$3.07K -25 -1%
5L
787
55I LLC
Massachusetts
$307K -$90.8K -740 -26%
TWA
788
TCI Wealth Advisors
Arizona
$306K +$123 +1 +0%
PWPS
789
Pinnacle Wealth Planning Services
Ohio
$304K +$1.1K +9 +0.4%
FCCM
790
First City Capital Management
Georgia
$303K +$14.7K +120 +6%
PCM
791
Prelude Capital Management
New York
$303K +$250K +2,039 New
NF
792
Norwood Financial
Pennsylvania
$301K -$12.9K -105 -5%
MWAM
793
Manhattan West Asset Management
California
$301K
HC
794
HNP Capital
New York
$300K -$12.5K -102 -5%
VRM
795
Vectors Research Management
New York
$300K -$12.5K -102 -5%
GD
796
Grandfield & Dodd
New York
$300K
GWANC
797
Guardian Wealth Advisors (North Carolina)
North Carolina
$299K -$157K -1,283 -39%
GAM
798
Griffin Asset Management
New York
$299K
CFGS
799
Concourse Financial Group Securities
Alabama
$299K +$6.75K +55 +3%
CNB
800
Camden National Bank
Maine
$297K -$123K -1,000 -33%