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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
751
Naples Global Advisors
Florida
$1.46M +$7.88K +69 +0.6%
Avantax Planning Partners
752
Avantax Planning Partners
Iowa
$1.46M +$1.03M +9,046 +287%
Parallel Advisors
753
Parallel Advisors
California
$1.46M +$465K +4,074 +50%
Great Lakes Advisors
754
Great Lakes Advisors
Illinois
$1.45M -$741K -6,496 -35%
Mariner Independent Advisor Network
755
Mariner Independent Advisor Network
Kansas
$1.45M -$117K -1,027 -8%
CCFCSB
756
Cape Cod Five Cents Savings Bank
Massachusetts
$1.45M -$123K -1,074 -8%
MMHP
757
Murphy Middleton Hinkle & Parker
Georgia
$1.44M -$2.63K -23 -0.2%
RCAG
758
Rehmann Capital Advisory Group
Michigan
$1.42M +$58.8K +515 +4%
Profund Advisors
759
Profund Advisors
Maryland
$1.42M +$22.8K +200 +2%
MC
760
Moors & Cabot
Massachusetts
$1.41M +$4.34K +38 +0.3%
PP
761
Patten & Patten
Tennessee
$1.4M -$34.2K -300 -3%
LWMM
762
Legacy Wealth Management (Mississippi)
Mississippi
$1.4M +$41.1K +360 +3%
WhitTier Trust Company
763
WhitTier Trust Company
Nevada
$1.4M – – –
IIA
764
ICW Investment Advisors
Arizona
$1.39M +$913 +8 +0.1%
CCM
765
Coe Capital Management
Illinois
$1.39M +$64.8K +568 +5%
PK
766
Pflug Koory
Nebraska
$1.38M -$59.9K -525 -4%
TD Private Client Wealth
767
TD Private Client Wealth
New York
$1.38M -$4.68K -41 -0.4%
PA
768
PSI Advisors
Florida
$1.38M +$52.6K +461 +4%
CT
769
Coastline Trust
Rhode Island
$1.37M +$1.31M +11,455 New
Tiedemann Advisors
770
Tiedemann Advisors
New York
$1.37M -$217K -1,900 -14%
Loring Wolcott & Coolidge Fiduciary Advisors
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.36M -$34.2K -300 -3%
Colony Group
772
Colony Group
Massachusetts
$1.35M -$117K -1,022 -8%
LSPW
773
Lake Street Private Wealth
Illinois
$1.34M -$180K -1,576 -12%
PAS
774
Partnervest Advisory Services
California
$1.34M +$68.8K +603 +6%
CCM
775
Carlson Capital Management
Minnesota
$1.34M +$159K +1,392 +14%