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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
251
Focused Wealth Management
New York
$267K +$11.1K +345 +4%
AI
252
AdvisorShares Investments
Maryland
$266K -$58.3K -1,807 -16%
AAS
253
Avantax Advisory Services
Texas
$266K -$37.7K -1,167 -11%
SF
254
Summit Financial
New Jersey
$260K +$32.3K +1,000 +12%
TI
255
Tidal Investments
Wisconsin
$259K -$33.7K -1,044 -10%
DC
256
Davenport & Co
Virginia
$254K -$3.26K -101 -1%
OC
257
Oppenheimer & Co
New York
$250K -$13.1K -407 -4%
ACM
258
Adalta Capital Management
New York
$247K
M&T Bank
259
M&T Bank
New York
$237K -$34.4K -1,066 -11%
IFG
260
Independent Financial Group
California
$227K +$267K +8,260 New
VFA
261
Valeo Financial Advisors
Indiana
$225K -$3.26K -101 -1%
US Bancorp
262
US Bancorp
Minnesota
$224K -$37.1K -1,149 -12%
RCG
263
Regatta Capital Group
California
$222K +$323 +10 +0.1%
CWM
264
Cedar Wealth Management
California
$220K
SF
265
Synovus Financial
Georgia
$217K +$266K +8,232 New
MWM
266
Madison Wealth Management
Ohio
$215K
William Blair & Company
267
William Blair & Company
Illinois
$214K +$252K +7,791 New
FBC
268
Fairfield, Bush & Co
Connecticut
$211K -$54.1K -1,675 -18%
AF
269
Allworth Financial
California
$207K -$129 -4 -0.1%
QT
270
Quantamental Technologies
New York
$207K +$243K +7,512 New
QCM
271
Quantinno Capital Management
New York
$205K +$241K +7,455 New
MIC
272
Meridian Investment Counsel
California
$204K
FA
273
Faithward Advisors
Pennsylvania
$204K +$710 +22 +0.3%
CA
274
Cetera Advisors
Colorado
$203K -$16.5K -510 -6%
FAIM
275
Financial Advocates Investment Management
Washington
$201K