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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
601
Old Port Advisors
Maine
$859K +$884K +13,543 New
SSB
602
Sandy Spring Bank
Maryland
$850K +$156K +2,383 +22%
CFGS
603
Concourse Financial Group Securities
Alabama
$847K +$254K +3,887 +41%
BAM
604
Belpointe Asset Management
Nevada
$845K +$71.2K +1,091 +9%
AO
605
Advisor OS
Illinois
$845K +$870K +13,321 New
OTL
606
Oak Thistle LLC
New York
$843K +$619K +9,477 +248%
QCG
607
Quadrant Capital Group
Ohio
$840K +$627K +9,606 +264%
OIA
608
OneDigital Investment Advisors
Kansas
$837K +$168K +2,570 +24%
BCM
609
Birch Capital Management
Texas
$833K +$292K +4,479 +52%
HR
610
Howe & Rusling
New York
$824K +$299K +4,577 +54%
BG
611
Bahl & Gaynor
Ohio
$818K -$4.63K -71 -0.5%
LNC
612
Lincoln National Corp
Pennsylvania
$815K +$497K +7,606 +145%
LF
613
Lee Financial
Texas
$804K +$13.1K +200 +2%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$803K +$61.1K +936 +8%
SFC
615
Strategic Financial Concepts
Texas
$802K +$34.7K +531 +4%
HJGA
616
Hardman Johnston Global Advisors
Connecticut
$802K
MFWP
617
Mosaic Family Wealth Partners
Missouri
$800K +$516K +7,896 +167%
CWM
618
Congress Wealth Management
Massachusetts
$795K +$818K +12,537 New
CPA
619
Cardiff Park Advisors
California
$794K +$1.31K +20 +0.2%
First Manhattan
620
First Manhattan
New York
$791K +$420K +6,438 +107%
AWAP
621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$791K
PFS
622
Prospera Financial Services
Texas
$790K +$219K +3,357 +37%
AWC
623
Adamsbrown Wealth Consultants
Kansas
$790K +$121K +1,860 +18%
AIP
624
Ameritas Investment Partners
Nebraska
$786K +$73.8K +1,131 +10%
WWM
625
Western Wealth Management
Colorado
$783K +$806K +12,348 New