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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
301
ProVise Management Group
Florida
$885K +$14K +144 +2%
IC
302
Iconiq Capital
California
$884K -$229K -2,356 -22%
ACS
303
Archford Capital Strategies
Illinois
$880K -$21.1K -217 -2%
PC
304
Plaisance Capital
Colorado
$879K +$827K +8,518 New
JCM
305
Jag Capital Management
Missouri
$872K -$147K -1,512 -15%
CMI
306
Clare Market Investments
Texas
$864K -$260K -2,680 -24%
OPS
307
Orion Portfolio Solutions
Nebraska
$862K +$144K +1,481 +22%
PAS
308
Park Avenue Securities
New York
$845K +$795K +8,187 New
TAMH
309
Taikang Asset Management (HK)
Hong Kong
$834K
AAS
310
Avantax Advisory Services
Texas
$825K +$221K +2,270 +40%
RhumbLine Advisers
311
RhumbLine Advisers
Massachusetts
$819K
CM
312
Caption Management
Oklahoma
$815K +$168K +1,734 +28%
WPW
313
Waldron Private Wealth
Pennsylvania
$811K +$104K +1,073 +16%
PP
314
Paloma Partners
Connecticut
$794K +$748K +7,696 New
OAM
315
Oppenheimer Asset Management
New York
$784K +$327K +3,362 +79%
SPIA
316
Steward Partners Investment Advisory
New York
$774K +$293K +3,017 +67%
B
317
Bailard
California
$764K +$719K +7,405 New
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$763K -$48.1K -495 -6%
PA
319
Paragon Advisors
Texas
$761K +$717K +7,381 New
BFG
320
Beacon Financial Group
Texas
$757K +$744K +7,663 New
CSPAM
321
Cary Street Partners Asset Management
Virginia
$756K -$112K -1,157 -14%
GCP
322
GSA Capital Partners
United Kingdom
$751K +$707K +7,282 New
GW
323
GW & Wade
Massachusetts
$745K +$323K +3,327 +85%
SCI
324
Stableford Capital II
Arizona
$740K +$142K +1,466 +16%
BPA
325
Beacon Pointe Advisors
California
$735K +$145K +1,497 +27%