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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
276
Osaic Holdings
Arizona
$359K -$18K -316 -5%
TC
277
TownSquare Capital
Utah
$356K +$324K +5,685 New
SCM
278
Sterling Capital Management
North Carolina
$356K +$324K +5,679 New
LCWP
279
Legacy Capital Wealth Partners
Arkansas
$352K +$3.14K +55 +1%
FAM
280
Formidable Asset Management
Ohio
$347K
BTI
281
Blue Trust Inc
Georgia
$338K -$409K -7,171 -54%
FTWA
282
Fifth Third Wealth Advisors
Ohio
$331K +$2.34K +41 +0.8%
RGC
283
Roberts, Glore & Co
Illinois
$326K -$18.4K -322 -6%
DAS
284
Diversify Advisory Services
Utah
$326K +$7.93K +139 +3%
FFIC
285
First Fiduciary Investment Counsel
Ohio
$324K
PWM
286
Perigon Wealth Management
California
$317K -$5.65K -99 -2%
AAM
287
Advisors Asset Management
Colorado
$316K +$4.05K +71 +1%
SMC
288
Smith, Moore & Co
Missouri
$314K -$155K -2,710 -35%
CI Investments Inc
289
CI Investments Inc
Ontario, Canada
$312K +$30.9K +542 +12%
HAG
290
HighPoint Advisor Group
Illinois
$307K +$4.45K +78 +2%
KAS
291
Kestra Advisory Services
Texas
$307K +$4.62K +81 +2%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$306K +$12.9K +226 +5%
NC
293
nVerses Capital
Florida
$300K
VWA
294
Visionary Wealth Advisors
Illinois
$299K +$273K +4,781 New
UCFA
295
United Capital Financial Advisors
Texas
$298K -$74.6K -1,308 -22%
SMA
296
Sage Mountain Advisors
Georgia
$288K +$262K +4,593 New
HWA
297
HCR Wealth Advisors
California
$287K
MAM
298
Martingale Asset Management
Massachusetts
$286K -$5.03M -88,103 -95%
FCH
299
Freestone Capital Holdings
Washington
$284K -$83.4K -1,462 -24%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$283K +$8.73K +153 +3%