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Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Simplicity Solutions
Minnesota
$742K +$366K +2,629 +99%
PFS
227
Prospera Financial Services
Texas
$736K -$12.8K -92 -2%
QCG
228
Quadrant Capital Group
Ohio
$726K -$45.7K -328 -6%
NIG
229
NFJ Investment Group
Texas
$718K +$150K +1,077 +27%
CFGS
230
Concourse Financial Group Securities
Alabama
$713K +$25.3K +182 +4%
VCA
231
Verdence Capital Advisors
Maryland
$710K +$51.5K +370 +8%
RHBC
232
R.H. Bluestein & Co
Michigan
$705K +$2.79K +20 +0.4%
LA
233
LVW Advisors
New York
$685K -$178K -1,277 -21%
LSAG
234
Lake Street Advisors Group
New Hampshire
$675K +$31.3K +225 +5%
PFM
235
Parsec Financial Management
North Carolina
$670K -$33.6K -241 -5%
CIM
236
Confluence Investment Management
Missouri
$668K +$3.2K +23 +0.5%
PWPS
237
Pinnacle Wealth Planning Services
Ohio
$663K +$26K +187 +4%
FC
238
FORA Capital
Florida
$661K +$262K +1,883 +67%
MFG
239
Monte Financial Group
Connecticut
$659K -$71.2K -511 -10%
MWM
240
Mission Wealth Management
California
$649K -$13K -93 -2%
VWM
241
Venturi Wealth Management
Texas
$631K -$143K -1,030 -19%
XT
242
XTX Topco
Cayman Islands
$626K +$210K +1,505 +51%
GI
243
GAMCO Investors
Connecticut
$616K +$249K +1,790 +69%
IWA
244
Intercontinental Wealth Advisors
Texas
$575K +$20.9K +150 +4%
TPCW
245
TD Private Client Wealth
New York
$566K -$132K -946 -19%
FCH
246
Freestone Capital Holdings
Washington
$560K -$103K -742 -16%
HAG
247
HighPoint Advisor Group
Illinois
$560K +$154K +1,104 +38%
PCM
248
Prelude Capital Management
New York
$557K -$963K -6,918 -64%
BG
249
Bahl & Gaynor
Ohio
$555K -$94.6K -679 -15%
Charles Schwab
250
Charles Schwab
California
$554K +$131K +944 +31%