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Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
376
Great Valley Advisor Group
Delaware
$227K +$153K +9,120 New
TCWM
377
Total Clarity Wealth Management
Illinois
$223K +$150K +8,950 New
AG
378
Ascent Group
Virginia
$218K +$105K +6,270 New
SGA
379
Seaport Global Advisors
Massachusetts
$217K -$146K -8,720 -50%
RWM
380
Ritholtz Wealth Management
New York
$217K +$146K +8,710 New
DADC
381
D.A. Davidson & Co
Montana
$212K +$142K +8,500 New
BC
382
Burney Company
Virginia
$208K +$140K +8,330 New
SAM
383
Strategy Asset Managers
California
$204K +$137K +8,190 New
HNB
384
Huntington National Bank
Ohio
$203K +$136K +8,100 +13,500%
AAS
385
Avantax Advisory Services
Texas
$201K +$135K +8,060 New
EWA
386
EverSource Wealth Advisors
Alabama
$197K
UFF
387
USA Financial Formulas
Michigan
$190K -$7.04K -420 -5%
Ohio Public Employees Retirement System (OPERS)
388
Ohio Public Employees Retirement System (OPERS)
Ohio
$154K -$35.3K -2,110 -25%
S
389
SignatureFD
Georgia
$141K -$31K -1,850 -25%
BAMCO Inc
390
BAMCO Inc
New York
$131K +$87.9K +5,250 New
MCI
391
MRP Capital Investments
Georgia
$125K
Carson Wealth (CWM LLC)
392
Carson Wealth (CWM LLC)
Nebraska
$116K +$8.54K +510 +12%
GJIA
393
Glass Jacobson Investment Advisors
Maryland
$113K +$75.9K +4,530 New
BAM
394
Byrne Asset Management
New Jersey
$92K -$10.4K -620 -14%
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$90.2K +$60.6K +3,620 New
CFGS
396
Concourse Financial Group Securities
Alabama
$86.5K +$41.2K +2,460 +244%
CFD
397
Creative Financial Designs
Indiana
$76.5K +$13.7K +820 +36%
FCAG
398
First Capital Advisors Group
New Jersey
$73.3K +$49.3K +2,940 New
HPC
399
HM Payson & Co
Maine
$72.5K
C
400
Covestor
United Kingdom
$64K -$39.9K -2,380 -48%