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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$484K
IWC
327
Integrated Wealth Concepts
Massachusetts
$480K -$960 -55 -0.2%
VFA
328
Valeo Financial Advisors
Indiana
$479K +$11.5K +660 +2%
BFG
329
Bleakley Financial Group
New Jersey
$472K -$7.5K -430 -1%
SS
330
Simplicity Solutions
Minnesota
$472K -$7.5K -430 -1%
FHA
331
Flagship Harbor Advisors
Massachusetts
$470K -$91K -5,215 -15%
CA
332
Clearstead Advisors
Ohio
$469K +$4.45K +255 +0.9%
LAS
333
Lloyd Advisory Services
Georgia
$467K +$494K +28,305 New
NG
334
Norden Group
Utah
$467K +$494K +28,305 New
DG
335
DMC Group
Alabama
$464K +$84.5K +4,840 +21%
NO
336
Ninety One
South Africa
$460K
DWM
337
Dakota Wealth Management
Florida
$456K -$33.7K -1,930 -7%
GT
338
Glenmede Trust
Pennsylvania
$454K +$53.7K +3,075 +13%
KFI
339
Key Financial Inc
Pennsylvania
$439K
EAM
340
Eagle Asset Management
Florida
$435K -$12.6K -720 -3%
Bessemer Group
341
Bessemer Group
New Jersey
$435K -$76.4K -4,380 -14%
FPCP
342
Fort Point Capital Partners
California
$432K +$18.8K +1,080 +4%
TPWM
343
Twelve Points Wealth Management
Massachusetts
$415K -$960 -55 -0.2%
OWM
344
Opes Wealth Management
California
$413K
WG
345
Welch Group
Alabama
$412K
HH
346
Hilltop Holdings
Texas
$408K -$262 -15 -0.1%
ETC
347
Exchange Traded Concepts
Oklahoma
$405K +$429K +24,570 New
CHP
348
Cable Hill Partners
Oregon
$405K +$52.4K +3,000 +14%
AWA
349
Aaron Wealth Advisors
Illinois
$402K +$22.4K +1,285 +6%
Squarepoint
350
Squarepoint
New York
$401K -$3.67M -210,255 -90%