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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$329K -$29.6K -265 -8%
CAAS
252
Capital Asset Advisory Services
Michigan
$327K -$37.4K -335 -11%
WHG
253
Westwood Holdings Group
Texas
$327K -$1.12K -10 -0.4%
CGL
254
Clarius Group LLC
Washington
$325K – – –
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$322K -$364K -3,264 -54%
SWA
256
Stratos Wealth Advisors
Ohio
$317K – – –
CIM
257
Contravisory Investment Management
Massachusetts
$313K +$304K +2,725 New
BEI
258
Benjamin Edwards Inc
Missouri
$311K -$47.3K -424 -14%
VT
259
Vise Technologies
New York
$297K +$289K +2,588 New
FTDI
260
First Trust Direct Indexing
Massachusetts
$293K +$52.6K +471 +23%
SCA
261
Snowden Capital Advisors
New York
$288K +$29.6K +265 +12%
AAM
262
Advisors Asset Management
Colorado
$287K -$354K -3,171 -56%
DADC
263
D.A. Davidson & Co
Montana
$286K -$19K -170 -6%
PI
264
PineBridge Investments
New York
$276K -$23K -206 -10%
PFS
265
Prospera Financial Services
Texas
$275K +$2.23K +20 +0.8%
DC
266
Davenport & Co
Virginia
$272K -$50K -448 -16%
TW
267
TrinityPoint Wealth
Connecticut
$269K +$1.45K +13 +0.6%
MC
268
Moors & Cabot
Massachusetts
$267K +$2.68K +24 +1%
M&T Bank
269
M&T Bank
New York
$267K +$3.79K +34 +1%
VPI
270
Value Partners Investments
Manitoba, Canada
$266K +$54K +484 +26%
IWC
271
Integrated Wealth Concepts
Massachusetts
$263K +$223 +2 +0.1%
Janney Montgomery Scott
272
Janney Montgomery Scott
Pennsylvania
$259K +$252K +2,257 New
SI
273
Stephens Inc
Arkansas
$258K -$73.7K -660 -23%
CWM
274
Cornerstone Wealth Management
Missouri
$258K -$8.82K -79 -3%
RJT
275
Raymond James Trust
Florida
$257K +$6.25K +56 +3%