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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
WHG
301
Westwood Holdings Group
Texas
$236K +$3.93K +45 +2%
GCC
302
Guardian Capital (Canada)
Ontario, Canada
$235K -$1.05K -12 -0.4%
SBF
303
Sara-Bay Financial
Florida
$229K +$245K +2,800 New
VCM
304
Versant Capital Management
Arizona
$226K +$60.4K +692 +33%
KFI
305
Key Financial Inc
Pennsylvania
$220K -$1.31K -15 -0.6%
DADC
306
D.A. Davidson & Co
Montana
$220K -$262 -3 -0.1%
KAS
307
Kestra Advisory Services
Texas
$220K -$598K -6,842 -72%
MML Investors Services
308
MML Investors Services
Massachusetts
$219K +$42.6K +488 +22%
VA
309
Vident Advisory
Georgia
$212K -$41.8K -479 -16%
DAS
310
Diversify Advisory Services
Utah
$210K +$188K +2,152 New
DWM
311
Diversify Wealth Management
Utah
$210K +$188K +2,152 New
SP
312
SIH Partners
Delaware
$201K +$215K +2,459 New
MC
313
Moors & Cabot
Massachusetts
$200K +$1.22K +14 +0.6%
PA
314
Parallel Advisors
California
$200K +$29.7K +340 +16%
AAM
315
Advisors Asset Management
Colorado
$199K +$131K +1,505 +161%
RhumbLine Advisers
316
RhumbLine Advisers
Massachusetts
$190K -$63.2K -723 -24%
HWP
317
Highline Wealth Partners
California
$188K +$201K +2,302 New
PMAM
318
Picton Mahoney Asset Management
Ontario, Canada
$169K -$18.4M -210,368 -99%
EFMH
319
E Fund Management (HK)
Hong Kong
$166K +$45K +515 +34%
SPIA
320
Steward Partners Investment Advisory
New York
$157K -$1.05K -12 -0.6%
PCC
321
Park Circle Company
Maryland
$145K +$155K +1,772 New
JGIA
322
Jackson Grant Investment Advisers
Connecticut
$137K -$10.6K -121 -7%
LFG
323
Larson Financial Group
Missouri
$132K +$94.2K +1,078 +201%
CIAM
324
Caitong International Asset Management
Hong Kong
$123K +$67.2K +769 +104%
CPG
325
Cornerstone Planning Group
New Jersey
$105K +$3.23K +37 +3%