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Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$704K +$44.1K +2,525 +6%
CIM
277
Confluence Investment Management
Missouri
$703K +$1.4K +80 +0.2%
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$703K +$744K +42,645 New
SIA
279
Schechter Investment Advisors
Michigan
$679K -$39.8K -2,280 -5%
AAM
280
Advisors Asset Management
Colorado
$679K -$73.6K -4,215 -9%
BSAM
281
Blue Square Asset Management
New York
$672K +$711K +40,750 New
DAS
282
Dynamic Advisor Solutions
Arizona
$664K +$240K +13,765 +52%
MWM
283
Mission Wealth Management
California
$663K -$8.55K -490 -1%
MG
284
Marex Group
$657K +$355K +20,340 +104%
PWG
285
Portside Wealth Group
Utah
$643K +$22.6K +1,295 +3%
WTC
286
WhitTier Trust Company
Nevada
$633K
JIC
287
Johnson Investment Counsel
Ohio
$630K -$175 -10 -0%
IAA
288
Independent Advisor Alliance
North Carolina
$625K -$113K -6,490 -15%
BP
289
Ballentine Partners
Massachusetts
$625K +$18K +1,030 +3%
CCFP
290
Charles Carroll Financial Partners
Massachusetts
$618K
EWA
291
EP Wealth Advisors
California
$612K +$648K +37,115 New
MOS
292
MGO One Seven
Ohio
$611K -$96.9K -5,555 -13%
ECM
293
Evergreen Capital Management
Washington
$607K -$33.3K -1,910 -5%
BTWM
294
Baker Tilly Wealth Management
Wisconsin
$589K -$581K -33,285 -48%
HW
295
Hancock Whitney
Mississippi
$586K +$17.1K +980 +3%
RP
296
Riverwater Partners
Wisconsin
$581K -$30.1K -1,725 -5%
Toronto Dominion Bank
297
Toronto Dominion Bank
Ontario, Canada
$578K +$91.9K +5,265 +18%
ASN
298
Advisory Services Network
Georgia
$573K +$873 +50 +0.1%
NAS
299
Nicolet Advisory Services
Wisconsin
$572K +$19.5K +1,115 +3%
PA
300
Procyon Advisors
Connecticut
$572K +$302K +17,290 +99%