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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
451
ProVise Management Group
Florida
$208K -$261K -5,425 -53%
ASN
452
Advisory Services Network
Georgia
$204K -$28.4K -590 -11%
MCM
453
MAI Capital Management
Ohio
$204K +$226K +4,697 New
AAS
454
Ameritas Advisory Services
Nebraska
$202K +$218K +4,527 New
Bessemer Group
455
Bessemer Group
New Jersey
$176K -$2.36K -49 -1%
DSC
456
Duncker Streett & Co
Missouri
$165K -$61.1K -1,267 -25%
LC
457
Lindbrook Capital
California
$152K +$14.6K +302 +9%
KM
458
Kalos Management
Georgia
$149K +$166K +3,444 New
QCG
459
Quadrant Capital Group
Ohio
$137K +$18.7K +388 +14%
EI
460
Ellevest Inc
New York
$137K -$9.01K -187 -6%
CWM
461
CarsonAllaria Wealth Management
Illinois
$128K +$241 +5 +0.2%
Capstone Investment Advisors
462
Capstone Investment Advisors
New York
$127K -$843K -17,484 -86%
IAIM
463
International Assets Investment Management
Florida
$119K -$87K -1,805 -40%
M
464
Mirova
France
$105K +$117K +2,433 New
First Manhattan
465
First Manhattan
New York
$105K +$49.4K +1,025 +73%
CWC
466
Carolinas Wealth Consulting
North Carolina
$103K -$64.8K -1,344 -36%
CT
467
Caldwell Trust
Florida
$103K
PFBT
468
Parkside Financial Bank & Trust
Missouri
$96.5K +$193 +4 +0.2%
DFCM
469
Dark Forest Capital Management
Puerto Rico
$87.5K +$97.3K +2,019 New
AWM
470
Avior Wealth Management
Nebraska
$87.4K +$8.05K +167 +9%
Federated Hermes
471
Federated Hermes
Pennsylvania
$85.5K -$7.76K -161 -8%
IA
472
IFP Advisors
Florida
$84.7K -$144K -2,996 -66%
IGWM
473
ICA Group Wealth Management
Colorado
$83.8K +$5.88K +122 +7%
HIA
474
Harbor Investment Advisory
Maryland
$81.2K
NSIM
475
North Star Investment Management
Illinois
$80.3K