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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
251
Capital Asset Advisory Services
Michigan
$327K -$37.4K -335 -11%
WHG
252
Westwood Holdings Group
Texas
$327K -$1.12K -10 -0.4%
CGL
253
Clarius Group LLC
Washington
$325K
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$322K -$364K -3,264 -54%
SWA
255
Stratos Wealth Advisors
Ohio
$317K
CIM
256
Contravisory Investment Management
Massachusetts
$313K +$304K +2,725 New
BEI
257
Benjamin Edwards Inc
Missouri
$311K -$47.3K -424 -14%
VT
258
Vise Technologies
New York
$297K +$289K +2,588 New
FTDI
259
First Trust Direct Indexing
Massachusetts
$293K +$52.6K +471 +23%
SCA
260
Snowden Capital Advisors
New York
$288K +$29.6K +265 +12%
AAM
261
Advisors Asset Management
Colorado
$287K -$354K -3,171 -56%
DADC
262
D.A. Davidson & Co
Montana
$286K -$19K -170 -6%
PI
263
PineBridge Investments
New York
$276K -$23K -206 -10%
PFS
264
Prospera Financial Services
Texas
$275K +$2.23K +20 +0.8%
DC
265
Davenport & Co
Virginia
$272K -$50K -448 -16%
TW
266
TrinityPoint Wealth
Connecticut
$269K +$1.45K +13 +0.6%
MC
267
Moors & Cabot
Massachusetts
$267K +$2.68K +24 +1%
M&T Bank
268
M&T Bank
New York
$267K +$3.79K +34 +1%
VPI
269
Value Partners Investments
Manitoba, Canada
$266K +$54K +484 +26%
IWC
270
Integrated Wealth Concepts
Massachusetts
$263K +$223 +2 +0.1%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$259K +$252K +2,257 New
SI
272
Stephens Inc
Arkansas
$258K -$73.7K -660 -23%
CWM
273
Cornerstone Wealth Management
Missouri
$258K -$8.82K -79 -3%
RJT
274
Raymond James Trust
Florida
$257K +$6.25K +56 +3%
PCOC
275
Power Corp of Canada
Canada
$257K +$250K +2,240 New