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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$204K +$169K +3,155 New
OAM
227
Oppenheimer Asset Management
New York
$147K -$14.8K -276 -11%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$128K -$2.86M -53,508 -96%
AAM
229
Advisors Asset Management
Colorado
$117K -$2.14K -40 -2%
PHK
230
Point72 Hong Kong
Hong Kong
$107K -$131K -2,443 -60%
CIAS
231
Capital Investment Advisory Services
North Carolina
$100K +$22.7K +425 +38%
EDRH
232
Edmond de Rothschild Holding
Switzerland
$97K
SPM
233
Symmetry Peak Management
Pennsylvania
$97K +$80.2K +1,500 New
SEI Investments
234
SEI Investments
Pennsylvania
$96K -$366K -6,840 -82%
CWA
235
Clarus Wealth Advisors
Arizona
$94K -$53.5K -1,000 -41%
CLOS
236
Compagnie Lombard Odier SCmA
Switzerland
$87K +$72.2K +1,350 New
HFM
237
Hartford Financial Management
Connecticut
$71K +$53.5K +1,000 +1,000%
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$71K +$54.3K +1,015 +1,194%
HWA
239
Heritage Wealth Advisors
Virginia
$69.9K +$963 +18 +2%
FA
240
Fortis Advisors
Pennsylvania
$65K
IFAM
241
Institutional & Family Asset Management
Colorado
$65K
WCM
242
WealthBridge Capital Management
Ohio
$60K
AF
243
Advisornet Financial
Minnesota
$58K +$48.1K +900 New
GWM
244
Geneos Wealth Management
Colorado
$53K +$34.8K +650 +371%
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$37.4K +700 +700%
SIC
246
Salem Investment Counselors
North Carolina
$51K +$37.4K +700 New
FHA
247
First Horizon Advisors
Tennessee
$50K
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$48K +$39.6K +740 New
NCM
249
Nelson Capital Management
California
$44K
MWM
250
Mascoma Wealth Management
New Hampshire
$42K +$34.8K +650 New