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Name Holding Trade Value Shares
Change
Change in
Stake
DBG
426
De Burlo Group
Massachusetts
$629K
SPC
427
Sigma Planning Corp
Michigan
$609K +$539K +3,663 New
CG
428
CFO4Life Group
Texas
$599K -$1.77K -12 -0.3%
NERM
429
New England Research & Management
Illinois
$594K -$324K -2,200 -38%
HIM
430
Hillsdale Investment Management
Ontario, Canada
$594K -$178K -1,210 -25%
AP
431
Advisor Partners
California
$585K -$8.39K -57 -2%
CCB
432
Cutter & Co Brokerage
Missouri
$581K -$21K -143 -4%
FMWA
433
Forvis Mazars Wealth Advisors
Missouri
$580K +$36.1K +245 +8%
BA
434
Bellwether Advisors
Nebraska
$578K +$512K +3,479 New
EMG
435
ETF Managers Group
New Jersey
$577K +$44.7K +304 +10%
IAN
436
Integrated Advisors Network
Texas
$574K +$42.5K +289 +9%
WAM
437
World Asset Management
Michigan
$570K -$37.4K -254 -7%
TPCW
438
TD Private Client Wealth
New York
$566K -$38.9K -264 -7%
SSWM
439
Sheets Smith Wealth Management
North Carolina
$562K +$23K +156 +5%
FPS
440
Fieldpoint Private Securities
Connecticut
$561K -$68.7K -467 -12%
DCM
441
Dupont Capital Management
Delaware
$557K -$442 -3 -0.1%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$549K +$223K +1,512 +85%
EPA
443
Element Pointe Advisors
Florida
$549K
FT
444
Fiduciary Trust
Massachusetts
$541K +$205K +1,395 +75%
PWAG
445
Polaris Wealth Advisory Group
California
$540K +$120K +817 +37%
GTCM
446
Gyon Technologies Capital Management
New Jersey
$538K -$345K -2,341 -42%
BC
447
Bridgefront Capital
Texas
$533K +$471K +3,203 New
VFM
448
Vivid Financial Management
California
$526K +$465K +3,161 New
PAS
449
Park Avenue Securities
New York
$522K +$55.3K +376 +14%
Cetera Investment Advisers
450
Cetera Investment Advisers
Illinois
$518K +$459K +3,118 New