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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
251
Clarius Group LLC
Washington
$530K +$52K +385 +12%
DADC
252
D.A. Davidson & Co
Montana
$521K
TFS
253
Thoroughbred Financial Services
Tennessee
$510K -$20.7K -153 -4%
PP
254
PrairieView Partners
Minnesota
$510K +$42.4K +314 +10%
SWM
255
SilverOak Wealth Management
Minnesota
$508K +$462K +3,422 New
SWS
256
SYSTM Wealth Solutions
Illinois
$499K +$16.9K +125 +4%
EGM
257
Engineers Gate Manager
New York
$496K -$63.8K -472 -12%
SIM
258
Sentry Investment Management
Wisconsin
$481K +$438K +3,242 New
DWM
259
Dakota Wealth Management
Florida
$478K -$1.76K -13 -0.4%
SBF
260
Sara-Bay Financial
Florida
$478K -$13K -96 -3%
Wellington Management Group
261
Wellington Management Group
Massachusetts
$477K -$176K -1,305 -29%
SWP
262
Significant Wealth Partners
Illinois
$475K +$432K +3,196 New
BIC
263
Beach Investment Counsel
Pennsylvania
$472K
CCB
264
Country Club Bank
Missouri
$459K
FFO
265
Fiduciary Family Office
Florida
$457K +$415K +3,076 New
PA
266
Parallel Advisors
California
$450K +$405 +3 +0.1%
FA
267
FDx Advisors
Illinois
$448K -$89.6K -663 -18%
CIM
268
Contravisory Investment Management
Massachusetts
$448K -$3.78K -28 -0.9%
BEI
269
Benjamin Edwards Inc
Missouri
$441K -$52.8K -391 -12%
CI
270
Cigna Investments
Connecticut
$441K
PFS
271
Prospera Financial Services
Texas
$429K -$1.06M -7,830 -73%
FAIM
272
Financial Advocates Investment Management
Washington
$428K +$19.3K +143 +5%
WSCM
273
Wellington Shields Capital Management
New York
$423K
WHG
274
Westwood Holdings Group
Texas
$422K
TFA
275
Transamerica Financial Advisors
Florida
$421K -$104K -768 -21%