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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Congress Wealth Management
Massachusetts
$4.34M +$976K +49,029 +33%
SCA
552
Sage Capital Advisors
South Dakota
$4.33M +$28K +1,409 +0.7%
ISL
553
Ingalls & Snyder LLC
New York
$4.33M +$433K +21,783 +12%
CG
554
Caprock Group
Idaho
$4.31M +$603K +30,281 +18%
BCV
555
Banque Cantonale Vaudoise
Switzerland
$4.29M +$167K +8,386 +4%
FPAS
556
Focus Partners Advisor Solutions
Missouri
$4.29M -$32.7K -1,642 -0.8%
AssetMark Inc
557
AssetMark Inc
California
$4.29M +$1.48M +74,607 +62%
CIP
558
Convergence Investment Partners
Florida
$4.29M +$167K +8,406 +5%
MC
559
Moors & Cabot
Massachusetts
$4.28M +$37.2K +1,868 +1%
ATC
560
Argent Trust Co
Tennessee
$4.27M -$137K -6,866 -3%
CA
561
Clearstead Advisors
Ohio
$4.26M -$537K -26,984 -12%
Group One Trading
562
Group One Trading
Illinois
$4.23M -$2.52M -126,564 -40%
OIA
563
OneDigital Investment Advisors
Kansas
$4.2M +$348K +17,469 +10%
WAOTB
564
Wealth Advisors of Tampa Bay
Florida
$4.19M -$12.6K -635 -0.3%
HAS
565
HBW Advisory Services
California
$4.16M -$240K -12,066 -6%
ECM
566
Estabrook Capital Management
New York
$4.12M +$108K +5,414 +3%
RBC
567
Romano Brothers & Co
Illinois
$4.12M +$195K +9,800 +6%
JGCM
568
Joseph Group Capital Management
Ohio
$4.11M +$159K +7,991 +4%
FCM
569
Fourpath Capital Management
Oklahoma
$4.09M +$1.23M +61,743 +50%
PCA
570
Providence Capital Advisors
North Carolina
$4.04M +$29.4K +1,480 +0.8%
HC
571
Hourglass Capital
Texas
$4.03M +$4.58K +230 +0.1%
IAA
572
Independent Advisor Alliance
North Carolina
$4M +$3.62M +181,872 New
SIMG
573
Sonora Investment Management Group
Arizona
$3.99M -$92.3K -4,641 -2%
ET
574
Entropy Technologies
New York
$3.97M +$1.86M +93,392 +107%
WA
575
Wasatch Advisors
Utah
$3.96M -$895K -45,000 -20%