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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
326
Next Financial Group
Texas
$338K +$137K +8,760 +62%
IC
327
Iconiq Capital
California
$334K
KIA
328
KCM Investment Advisors
California
$331K +$72.2K +4,620 +26%
RBC
329
Ronald Blue & Co
Georgia
$326K +$343K +21,945 New
DC
330
Davenport & Co
Virginia
$322K +$339K +21,690 New
Federated Hermes
331
Federated Hermes
Pennsylvania
$319K -$188K -12,015 -36%
IAS
332
IMA Advisory Services
Colorado
$303K +$469 +30 +0.1%
LS
333
Lupo Securities
Illinois
$302K +$318K +20,355 New
KWILP
334
Kiwi Wealth Investments Limited Partnership
New Zealand
$301K
DY
335
Dowling & Yahnke
California
$301K +$55.1K +3,525 +21%
SIG
336
Stanford Investment Group
California
$301K +$318K +20,325 New
SCG
337
Sonata Capital Group
Washington
$300K +$316K +20,250 New
IIA
338
IPG Investment Advisors
California
$299K +$93.8K +6,000 +42%
CC
339
Callan Capital
California
$299K -$469 -30 -0.1%
CIC
340
Carnegie Investment Counsel
Ohio
$294K +$23.4K +1,500 +8%
GH
341
GAM Holding
Switzerland
$289K
SB
342
Suntrust Banks
Georgia
$285K +$88.8K +5,685 +42%
SPC
343
Sigma Planning Corp
Michigan
$285K +$300K +19,200 New
CC
344
Cannell & Co
New York
$282K +$298K +19,050 New
SWP
345
Stratos Wealth Partners
Ohio
$277K -$40.6K -2,595 -12%
ACM
346
Aviance Capital Management
Florida
$277K +$12.7K +810 +5%
WP
347
WMS Partners
Maryland
$274K
SFM
348
Signet Financial Management
New Jersey
$274K +$289K +18,480 New
EAM
349
Evanson Asset Management
California
$273K -$3.52K -225 -1%
BUB
350
BBVA USA Bancshares
Texas
$267K