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Name Holding Trade Value Shares
Change
Change in
Stake
NF
601
Nvest Financial
New Hampshire
$632K +$124K +944 +22%
DAS
602
Dynamic Advisor Solutions
Arizona
$630K -$18.8K -143 -3%
HH
603
Hilltop Holdings
Texas
$627K -$268K -2,040 -28%
CFG
604
Capital Financial Group
Colorado
$621K
AAM
605
Advisors Asset Management
Colorado
$614K +$349K +2,662 +108%
PCA
606
Pallas Capital Advisors
Massachusetts
$610K +$141K +1,077 +27%
CI
607
CX Institutional
Indiana
$609K +$20.5K +156 +3%
IIC
608
Ironwood Investment Counsel
Arizona
$606K +$38.7K +295 +6%
GAA
609
Green Alpha Advisors
Colorado
$602K +$2.1K +16 +0.3%
GPA
610
Garrison Point Advisors
California
$592K
SWA
611
Sax Wealth Advisors
New Jersey
$591K
TWM
612
Thrive Wealth Management
Pennsylvania
$589K -$11.4K -87 -2%
IWC
613
Integrated Wealth Concepts
Massachusetts
$589K +$285K +2,174 +79%
GI
614
GAMMA Investing
California
$577K -$2.36K -18 -0.4%
Lido Advisors
615
Lido Advisors
California
$574K -$311K -2,372 -33%
CSI
616
Cross Staff Investments
New York
$574K
RMDI
617
R.M. Davis Inc
Maine
$572K -$122K -930 -16%
PF
618
Phoenix Financial
Israel
$567K +$75.5K +576 +14%
GM
619
GeoWealth Management
Illinois
$567K -$115K -878 -16%
VI
620
Vestcor Inc
New Brunswick, Canada
$566K
JSW
621
Journey Strategic Wealth
New Jersey
$565K -$57K -435 -8%
PCM
622
Polymer Capital Management
New York
$560K -$98K -747 -14%
CWM
623
Connecticut Wealth Management
Connecticut
$559K -$7.21K -55 -1%
PCP
624
Perbak Capital Partners
United Kingdom
$557K +$612K +4,664 New
PTFIS
625
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$554K +$23.7K +181 +4%