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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
326
Nicolet Advisory Services
Wisconsin
$492K -$96.2K -5,235 -15%
PCS
327
Personal CFO Solutions
New Jersey
$486K +$8K +435 +2%
CCA
328
Checchi Capital Advisers
California
$486K -$78K -4,245 -13%
LFA
329
Legacy Financial Advisors
Kentucky
$475K -$30.3K -1,650 -6%
PAG
330
Private Advisor Group
New Jersey
$470K -$28.7K -1,560 -5%
FHA
331
Flagship Harbor Advisors
Massachusetts
$469K -$18.7K -1,015 -4%
HT
332
Headlands Technologies
Illinois
$465K +$498K +27,105 New
Janus Henderson Group
333
Janus Henderson Group
$463K +$110K +6,000 +29%
MOS
334
MGO One Seven
Ohio
$457K -$188K -10,235 -28%
KP
335
Keel Point
Alabama
$445K +$14.3K +780 +3%
IC
336
Inscription Capital
Texas
$445K +$477K +25,940 New
BWM
337
BigSur Wealth Management
Florida
$445K +$477K +25,925 New
PP
338
PDS Planning
Ohio
$442K -$98.9K -5,380 -17%
CA
339
Clearstead Advisors
Ohio
$441K -$11.3K -615 -2%
Lido Advisors
340
Lido Advisors
California
$440K +$57.7K +3,140 +14%
IC
341
IEQ Capital
California
$432K +$3.95K +215 +0.9%
EAM
342
Eagle Asset Management
Florida
$427K -$13.2K -720 -3%
CCIA
343
Campbell & Co Investment Adviser
Maryland
$424K -$404K -21,975 -47%
NG
344
Norden Group
Utah
$422K +$249K +13,530 +122%
SRC
345
Sage Rhino Capital
California
$420K +$8.09K +440 +2%
TPWM
346
Twelve Points Wealth Management
Massachusetts
$418K -$8.46K -460 -2%
KFI
347
Key Financial Inc
Pennsylvania
$416K -$43K -2,340 -9%
Allspring Global Investments
348
Allspring Global Investments
North Carolina
$416K +$252K +13,735 +130%
WFI
349
West Family Investments
California
$411K
MM
350
MQS Management
New York
$408K +$438K +23,815 New