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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
301
Carnegie Investment Counsel
Ohio
$279K -$71.5K -1,200 -20%
PFS
302
Prospera Financial Services
Texas
$264K -$29.8K -501 -10%
SS
303
Sunbelt Securities
Texas
$262K +$5.78K +97 +2%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$262K +$7.21K +121 +3%
PIA
305
Pinion Investment Advisors
Kansas
$258K +$11.9K +200 +5%
PMG
306
ProVise Management Group
Florida
$257K +$263K +4,423 New
GAM
307
GQ Asset Management
New York
$254K -$42.5K -713 -14%
SPC
308
Sigma Planning Corp
Michigan
$253K -$1.31K -22 -0.5%
NA
309
NewEdge Advisors
Louisiana
$253K +$260K +4,357 New
Cambridge Investment Research Advisors
310
Cambridge Investment Research Advisors
Iowa
$248K +$31.1K +522 +14%
BA
311
Bridgewater Associates
Connecticut
$246K +$252K +4,231 New
SM
312
Sciencast Management
New Jersey
$241K +$244K +4,100 New
EVM
313
Eaton Vance Management
Massachusetts
$239K
APG
314
Abacus Planning Group
South Carolina
$234K +$715 +12 +0.3%
BFO
315
Biltmore Family Office
North Carolina
$233K
UB
316
UMB Bank
Missouri
$232K +$36.2K +608 +18%
MFG
317
Magnus Financial Group
New York
$231K
AAS
318
Avantax Advisory Services
Texas
$228K -$74.8K -1,256 -24%
CCM
319
Cadence Capital Management
Massachusetts
$226K +$4.83K +81 +2%
DAC
320
Dividend Assets Capital
South Carolina
$223K
CAN
321
Cetera Advisor Networks
California
$220K -$3.75K -63 -2%
HCM
322
Howland Capital Management
Massachusetts
$220K
ONST
323
Old North State Trust
North Carolina
$218K -$129K -2,166 -37%
PAM
324
Panagora Asset Management
Massachusetts
$216K
PCAP
325
Pratt Collard Advisory Partners
New York
$216K