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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
301
ProVise Management Group
Florida
$291K +$17.5K +295 +7%
S
302
SignatureFD
Georgia
$290K -$48.3K -816 -15%
CC
303
Centiva Capital
New York
$287K +$275K +4,651 New
CAS
304
Cascadia Advisory Services
Oregon
$280K +$268K +4,530 New
SS
305
Sunbelt Securities
Texas
$279K +$769 +13 +0.3%
SPC
306
Sigma Planning Corp
Michigan
$279K +$10.1K +170 +4%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$274K +$10.5K +178 +4%
PIA
308
Pinion Investment Advisors
Kansas
$273K -$887 -15 -0.3%
LBA
309
Lowell Blake & Associates
Massachusetts
$272K +$260K +4,400 New
UB
310
UMB Bank
Missouri
$268K +$21.8K +369 +9%
GAM
311
GQ Asset Management
New York
$267K +$93.6K +1,582 +36%
PCS
312
Personal CFO Solutions
New Jersey
$264K +$256K +4,321 New
Mercer Global Advisors
313
Mercer Global Advisors
Colorado
$254K -$23.3K -394 -9%
CIC
314
Carnegie Investment Counsel
Ohio
$253K -$41.4K -700 -15%
EVM
315
Eaton Vance Management
Massachusetts
$253K
AAS
316
Avantax Advisory Services
Texas
$252K +$10.5K +178 +5%
EMG
317
ETF Managers Group
New Jersey
$250K +$54.8K +927 +30%
IWS
318
Insight Wealth Strategies
California
$248K +$238K +4,022 New
BFO
319
Biltmore Family Office
North Carolina
$247K
CCM
320
Cadence Capital Management
Massachusetts
$246K +$6.39K +108 +3%
MFG
321
Magnus Financial Group
New York
$245K
JIP
322
Jaffetilchin Investment Partners
Florida
$240K +$230K +3,885 New
DAC
323
Dividend Assets Capital
South Carolina
$236K
HCM
324
Howland Capital Management
Massachusetts
$234K
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$231K +$13.1K +221 +6%