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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
551
Concourse Financial Group Securities
Alabama
$672K +$122K +2,210 +23%
EAM
552
Eagle Asset Management
Florida
$669K -$11.8K -214 -2%
Vontobel Holding
553
Vontobel Holding
Switzerland
$662K
EOCM
554
Energy Opportunities Capital Management
Texas
$660K -$33.6K -610 -5%
AWA
555
Arkadios Wealth Advisors
Georgia
$659K +$157K +2,840 +33%
MGWM
556
Marks Group Wealth Management
Minnesota
$655K -$44.8K -812 -7%
JFG
557
Jefferies Financial Group
New York
$649K +$629K +11,404 New
IRC
558
Investors Research Corp
Georgia
$648K -$8.27K -150 -1%
GW
559
GW & Wade
Massachusetts
$646K +$196K +3,564 +46%
HJIM
560
Henry James International Management
New York
$642K -$55 -1 -0%
NA
561
NewEdge Advisors
Louisiana
$641K +$292K +5,297 +15%
MG
562
Mather Group
Illinois
$639K -$20K -363 -3%
BFS
563
Bradley Foster & Sargent
Connecticut
$634K
OA
564
Oxbow Advisors
Texas
$632K -$41.3K -750 -6%
ECA
565
Elevated Capital Advisors
Utah
$630K +$19.5K +353 +3%
9WM
566
9258 Wealth Management
Ohio
$627K -$15.8K -287 -3%
SBH
567
Segall Bryant & Hamill
Illinois
$627K -$33K -599 -5%
IAA
568
Ironsides Asset Advisors
North Carolina
$627K -$5.51K -100 -0.9%
KA
569
Kozak & Associates
Colorado
$627K
ES
570
ETF Store
Kansas
$624K +$52.3K +948 +10%
EWA
571
EP Wealth Advisors
California
$620K -$80.5K -1,460 -12%
Connor, Clark & Lunn Investment Management (CC&L)
572
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$619K -$28.3M -512,494 -98%
BL
573
Balentine LLC
Georgia
$618K -$56.7K -1,029 -9%
Lazard Asset Management
574
Lazard Asset Management
New York
$616K -$29.4K -534 -5%
HSBC Holdings
575
HSBC Holdings
United Kingdom
$608K -$4.52K -82 -0.8%