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Name Holding Trade Value Shares
Change
Change in
Stake
BIC
401
Beach Investment Counsel
Pennsylvania
$382K – – –
PCA
402
Pallas Capital Advisors
Massachusetts
$376K -$1.91K -80 -0.5%
IFG
403
Independent Financial Group
California
$375K -$122K -5,115 -26%
FSA
404
Franklin Street Advisors
North Carolina
$370K – – –
AAS
405
Avantax Advisory Services
Texas
$364K +$595 +25 +0.2%
AIM
406
Anchor Investment Management
South Carolina
$363K – – –
SW
407
SkyOak Wealth
Michigan
$360K – – –
HFM
408
Harvest Fund Management
China
$360K +$325K +13,645 +2,132%
EDRH
409
Edmond de Rothschild Holding
Switzerland
$356K – – –
CP
410
Corbenic Partners
Pennsylvania
$341K – – –
Baird Financial Group
411
Baird Financial Group
Wisconsin
$340K +$3.21K +135 +1%
ED
412
Exane Derivatives
France
$337K +$3.1K +130 +1%
SI
413
Scout Investments
Missouri
$333K -$208K -8,740 -40%
BJL
414
Brighton Jones LLC
Washington
$330K +$3.81K +160 +1%
NW
415
NewEdge Wealth
Pennsylvania
$326K +$307K +12,885 New
CC
416
Chicago Capital
Illinois
$322K – – –
FOA
417
Five Oceans Advisors
California
$322K +$303K +12,730 New
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$320K +$301K +12,660 New
CSS
419
Cubist Systematic Strategies
Connecticut
$303K -$240K -10,065 -46%
AC
420
ASB Consultores
Florida
$302K +$284K +11,940 New
KPWS
421
Kestra Private Wealth Services
Texas
$297K -$2.74K -115 -1%
OIA
422
OneDigital Investment Advisors
Kansas
$295K -$2.98K -125 -1%
JWCA
423
J.W. Cole Advisors
Florida
$294K +$277K +11,650 New
DLA
424
Douglas Lane & Associates
New York
$292K +$276K +11,570 New
9WM
425
9258 Wealth Management
Ohio
$291K – – –