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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
701
INTECH Investment Management
Florida
$1.87M +$1.3M +21,166 +316%
CFSG
702
Community Financial Services Group
Vermont
$1.86M +$1.71M +27,816 New
RWP
703
RWA Wealth Partners
Massachusetts
$1.85M +$14.8K +241 +0.9%
KF
704
Krilogy Financial
Missouri
$1.85M +$17.7K +288 +1%
MWAM
705
Manhattan West Asset Management
California
$1.84M +$150K +2,447 +10%
LOAMS
706
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.83M +$984K +16,025 +142%
CC
707
Chicago Capital
Illinois
$1.83M +$580K +9,451 +53%
CW
708
Connectus Wealth
Ohio
$1.83M -$5.36M -87,411 -20%
IFG
709
Independent Financial Group
California
$1.82M +$449K +7,321 +37%
AAS
710
Avantax Advisory Services
Texas
$1.82M +$199K +3,245 +14%
CF
711
Cantor Fitzgerald
New York
$1.8M -$708K -11,528 -30%
KA
712
Kintegral Advisory
New York
$1.8M -$5.16K -84 -0.3%
CAM
713
Costello Asset Management
Pennsylvania
$1.79M +$8.29K +135 +0.5%
AWM
714
Avior Wealth Management
Nebraska
$1.79M -$50.8K -828 -3%
RCM
715
Radnor Capital Management
Pennsylvania
$1.78M +$120K +1,955 +8%
KCFA
716
Key Client Fiduciary Advisors
New Jersey
$1.78M +$471K +7,671 +40%
ACG
717
Allen Capital Group
Nebraska
$1.78M +$355K +5,791 +28%
CNBT
718
Canandaigua National Bank & Trust
New York
$1.76M -$656K -10,689 -29%
RGC
719
Roberts, Glore & Co
Illinois
$1.75M +$44.4K +724 +3%
UWM
720
Udine Wealth Management
Florida
$1.75M +$1.6M +26,115 New
HF
721
HRT Financial
New York
$1.75M -$5.25M -85,595 -77%
LW
722
Linscomb Wealth
Texas
$1.75M +$81.8K +1,333 +5%
AWA
723
Arkadios Wealth Advisors
Georgia
$1.74M -$152K -2,482 -9%
BFS
724
Bradley Foster & Sargent
Connecticut
$1.73M -$73.2K -1,193 -4%
TCOV
725
Trust Company of Vermont
Vermont
$1.72M -$53.5K -872 -3%