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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$904K +$33.6K +346 +4%
PMG
302
ProVise Management Group
Florida
$885K +$14K +144 +2%
IC
303
Iconiq Capital
California
$884K -$229K -2,356 -22%
ACS
304
Archford Capital Strategies
Illinois
$880K -$21.1K -217 -2%
PC
305
Plaisance Capital
Colorado
$879K +$827K +8,518 New
JCM
306
Jag Capital Management
Missouri
$872K -$147K -1,512 -15%
CMI
307
Clare Market Investments
Texas
$864K -$260K -2,680 -24%
OPS
308
Orion Portfolio Solutions
Nebraska
$862K +$144K +1,481 +22%
PAS
309
Park Avenue Securities
New York
$845K +$795K +8,187 New
TAMH
310
Taikang Asset Management (HK)
Hong Kong
$834K – – –
AAS
311
Avantax Advisory Services
Texas
$825K +$221K +2,270 +40%
RhumbLine Advisers
312
RhumbLine Advisers
Massachusetts
$819K – – –
CM
313
Caption Management
Oklahoma
$815K +$168K +1,734 +28%
WPW
314
Waldron Private Wealth
Pennsylvania
$811K +$104K +1,073 +16%
PP
315
Paloma Partners
Connecticut
$794K +$748K +7,696 New
OAM
316
Oppenheimer Asset Management
New York
$784K +$327K +3,362 +79%
SPIA
317
Steward Partners Investment Advisory
New York
$774K +$293K +3,017 +67%
B
318
Bailard
California
$764K +$719K +7,405 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$763K -$48.1K -495 -6%
PA
320
Paragon Advisors
Texas
$761K +$717K +7,381 New
BFG
321
Beacon Financial Group
Texas
$757K +$744K +7,663 New
CSPAM
322
Cary Street Partners Asset Management
Virginia
$756K -$112K -1,157 -14%
GCP
323
GSA Capital Partners
United Kingdom
$751K +$707K +7,282 New
GW
324
GW & Wade
Massachusetts
$745K +$323K +3,327 +85%
SCI
325
Stableford Capital II
Arizona
$740K +$142K +1,466 +16%