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Name Holding Trade Value Shares
Change
Change in
Stake
HC
576
Hamilton Capital
Ohio
$300K +$28.4K +435 +11%
ZCA
577
Zeke Capital Advisors
Pennsylvania
$299K -$18.9K -289 -6%
XT
578
XTX Topco
Cayman Islands
$299K -$1.01M -15,526 -77%
SW
579
SVB Wealth
Massachusetts
$297K +$2.81K +43 +1%
SDWMA
580
Schneider Downs Wealth Management Advisors
Pennsylvania
$297K – – –
AAS
581
Avantax Advisory Services
Texas
$297K +$294K +4,496 New
IFU
582
iSAM Funds (UK)
United Kingdom
$294K +$291K +4,455 New
BCI
583
Brinker Capital Investments
Pennsylvania
$287K +$11K +168 +4%
IAIM
584
International Assets Investment Management
Florida
$285K +$282K +4,323 New
SIA
585
Strategic Investment Advisors
Michigan
$284K +$281K +4,304 New
CP
586
Capital Planning
Washington
$283K – – –
CI
587
Conning Inc
Connecticut
$282K -$1.18K -18 -0.4%
WPW
588
Waldron Private Wealth
Pennsylvania
$275K – – –
BCM
589
Birmingham Capital Management
Alabama
$275K – – –
SCM
590
Stevens Capital Management
Pennsylvania
$269K +$266K +4,076 New
AWS
591
Aspen Wealth Strategies
Colorado
$269K +$266K +4,074 New
OTL
592
Oak Thistle LLC
New York
$267K +$265K +4,052 New
IF
593
Integrity Financial
Wyoming
$266K – – –
WPC
594
Wedmont Private Capital
Pennsylvania
$264K +$258K +3,944 New
P
595
Pitcairn
Pennsylvania
$264K – – –
WFI
596
West Family Investments
California
$262K – – –
IFG
597
Independent Financial Group
California
$261K -$131 -2 -0.1%
TC
598
Telemus Capital
Michigan
$260K -$11.8K -180 -4%
PCM
599
Prelude Capital Management
New York
$259K -$588K -8,997 -70%
FFN
600
Focus Financial Network
Minnesota
$259K +$8.17K +125 +3%