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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
476
Guyasuta Investment Advisors
Pennsylvania
$298K
PCG
477
Private Capital Group
Connecticut
$298K +$12.7K +43 +4%
CAAS
478
Capital Asset Advisory Services
Michigan
$296K
BWM
479
Buckley Wealth Management
Nevada
$292K +$289K +980 New
CCA
480
Cobblestone Capital Advisors
New York
$288K +$19.8K +67 +7%
FRM
481
Fox Run Management
Connecticut
$282K +$280K +947 New
IG
482
ING Group
Netherlands
$281K -$328K -1,112 -54%
FCBT
483
First Citizens Bank & Trust
North Carolina
$273K +$271K +917 New
TFA
484
Teamwork Financial Advisors
Texas
$268K
MCM
485
MAI Capital Management
Ohio
$267K -$32.8K -111 -11%
CAM
486
Cresset Asset Management
Illinois
$265K +$24.8K +84 +10%
PFA
487
Pathway Financial Advisors
Vermont
$264K
GCA
488
Greenwood Capital Associates
South Carolina
$259K -$5.9K -20 -2%
Cetera Investment Advisers
489
Cetera Investment Advisers
Illinois
$259K +$256K +868 New
EMG
490
ETF Managers Group
New Jersey
$258K -$143K -485 -35%
LSAG
491
Lake Street Advisors Group
New Hampshire
$254K +$6.2K +21 +3%
RMDI
492
R.M. Davis Inc
Maine
$253K
DT
493
Diversified Trust
Tennessee
$250K
QCG
494
Quadrant Capital Group
Ohio
$247K -$117K -398 -32%
AR
495
Advisory Research
Illinois
$246K -$279K -945 -53%
LFAS
496
Level Four Advisory Services
Texas
$246K +$240K +812 New
TFA
497
Transamerica Financial Advisors
Florida
$242K +$240K +812 New
SGI
498
Summit Global Investments
Utah
$241K -$7.67M -25,984 -97%
SCM
499
Shelton Capital Management
Colorado
$238K
Northwestern Mutual Wealth Management
500
Northwestern Mutual Wealth Management
Wisconsin
$234K -$61.1K -207 -21%