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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
301
ProVise Management Group
Florida
$972K -$11.8K -230 -1%
CCC
302
Chelsea Counsel Company
California
$971K
MOS
303
MGO One Seven
Ohio
$968K +$128K +2,500 +16%
CAN
304
Claraphi Advisory Network
United States
$956K -$25.7K -500 -3%
CP
305
Camelot Portfolios
Ohio
$948K +$229K +4,464 +34%
EGM
306
Engineers Gate Manager
New York
$940K +$904K +17,620 New
EIA
307
Edgemoor Investment Advisors
Maryland
$935K
LCM
308
Landscape Capital Management
New Jersey
$916K +$881K +17,167 New
BAMF
309
BI Asset Management Fondsmaeglerselskab
Denmark
$909K
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$906K -$183K -3,572 -17%
SCM
311
Schnieders Capital Management
California
$897K -$36.4K -710 -4%
LSPW
312
Lake Street Private Wealth
Illinois
$885K +$3.85K +75 +0.5%
PCM
313
Penserra Capital Management
California
$855K +$163K +3,176 +25%
X
314
Xponance
Pennsylvania
$852K -$8.36K -163 -1%
SPC
315
Sigma Planning Corp
Michigan
$847K +$52.6K +1,025 +7%
Acadian Asset Management
316
Acadian Asset Management
Massachusetts
$825K +$615K +11,990 +345%
MML Investors Services
317
MML Investors Services
Massachusetts
$824K +$88.8K +1,731 +13%
GG
318
Gofen & Glossberg
Illinois
$821K -$117K -2,284 -13%
WAM
319
World Asset Management
Michigan
$815K -$18.8K -367 -2%
B
320
BP
United Kingdom
$790K -$141K -2,747 -16%
BPA
321
Beacon Pointe Advisors
California
$779K -$365K -7,120 -33%
NGA
322
Naples Global Advisors
Florida
$761K
TNB
323
Thomasville National Bank
Georgia
$757K +$178K +3,469 +14%
KPW
324
Kore Private Wealth
New York
$754K +$51 +1 +0%
IAA
325
Independent Advisor Alliance
North Carolina
$747K -$19.9K -388 -3%