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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
601
Park Avenue Securities
New York
$635K +$697K +5,314 New
BPA
602
Beacon Pointe Advisors
California
$635K +$225K +1,715 +48%
NF
603
Nvest Financial
New Hampshire
$632K +$124K +944 +22%
DAS
604
Dynamic Advisor Solutions
Arizona
$630K -$18.8K -143 -3%
HH
605
Hilltop Holdings
Texas
$627K -$268K -2,040 -28%
CFG
606
Capital Financial Group
Colorado
$621K – – –
AAM
607
Advisors Asset Management
Colorado
$614K +$349K +2,662 +108%
PCA
608
Pallas Capital Advisors
Massachusetts
$610K +$141K +1,077 +27%
CI
609
CX Institutional
Indiana
$609K +$20.5K +156 +3%
IIC
610
Ironwood Investment Counsel
Arizona
$606K +$38.7K +295 +6%
GAA
611
Green Alpha Advisors
Colorado
$602K +$2.1K +16 +0.3%
GPA
612
Garrison Point Advisors
California
$592K – – –
SWA
613
Sax Wealth Advisors
New Jersey
$591K – – –
TWM
614
Thrive Wealth Management
Pennsylvania
$589K -$11.4K -87 -2%
IWC
615
Integrated Wealth Concepts
Massachusetts
$589K +$285K +2,174 +79%
GI
616
GAMMA Investing
California
$577K -$2.36K -18 -0.4%
Lido Advisors
617
Lido Advisors
California
$574K -$311K -2,372 -33%
CSI
618
Cross Staff Investments
New York
$574K – – –
RMDI
619
R.M. Davis Inc
Maine
$572K -$122K -930 -16%
PF
620
Phoenix Financial
Israel
$567K +$75.5K +576 +14%
GM
621
GeoWealth Management
Illinois
$567K -$115K -878 -16%
VI
622
Vestcor Inc
New Brunswick, Canada
$566K – – –
JSW
623
Journey Strategic Wealth
New Jersey
$565K -$57K -435 -8%
PCM
624
Polymer Capital Management
New York
$560K -$98K -747 -14%
CWM
625
Connecticut Wealth Management
Connecticut
$559K -$7.21K -55 -1%