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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
626
Paradigm Asset Management
New York
$304K +$401K +900 New
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$303K +$91.8K +206 +30%
H
628
HoyleCohen
California
$300K -$39.2K -88 -9%
SDWIA
629
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$300K +$2.23K +5 +0.6%
IA
630
IFP Advisors
Florida
$298K -$96.3K -216 -19%
CP
631
Capital Planning
Washington
$297K +$392K +880 New
DWM
632
Dakota Wealth Management
Florida
$296K -$216K -484 -36%
CRC
633
Curi RMB Capital
Illinois
$296K -$21.8K -49 -5%
LNC
634
Lincoln National Corp
Pennsylvania
$295K -$75.8K -170 -16%
DC
635
Davenport & Co
Virginia
$294K +$165K +370 +74%
PCA
636
Private Capital Advisors
Connecticut
$294K +$389K +872 New
GC
637
GFG Capital
Florida
$292K
SFG
638
Sovereign Financial Group
Connecticut
$292K +$386K +866 New
KP
639
Keel Point
Alabama
$291K -$23.2K -52 -6%
STA
640
Summit Trail Advisors
New York
$289K +$382K +857 New
PA
641
PFG Advisors
Arizona
$288K -$2.23K -5 -0.6%
SIA
642
Soltis Investment Advisors
Utah
$286K +$378K +848 New
SWMP
643
Signature Wealth Management Partners
New Jersey
$284K +$375K +841 New
GI
644
Gradient Investments
Minnesota
$283K
PA
645
Pinnacle Associates
New York
$282K -$13.4K -30 -3%
MBT
646
Montecito Bank & Trust
California
$282K
SEIA
647
Signature Estate & Investment Advisors
California
$281K -$113K -254 -23%
MAM
648
MMA Asset Management
Pennsylvania
$276K +$365K +819 New
KWM
649
Keebeck Wealth Management
Illinois
$273K -$129K -290 -26%
LC
650
Lavaca Capital
Texas
$273K