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Name Holding Trade Value Shares
Change
Change in
Stake
SFC
2201
SYM Financial Corp
Indiana
$507K -$538K -4,095 -52%
CSA
2202
Cottage Street Advisors
Massachusetts
$507K +$263 +2 +0.1%
PMFA
2203
Plante Moran Financial Advisors
Michigan
$505K +$10.5K +80 +2%
WMA
2204
Wealth Management Associates
New Jersey
$503K +$131 +1 +0%
RA
2205
Riversedge Advisors
Delaware
$503K +$13.1K +100 +3%
Alesco Advisors
2206
Alesco Advisors
New York
$503K +$263 +2 +0.1%
CPRC
2207
Consolidated Portfolio Review Corp
New York
$502K +$269K +2,052 +121%
GB
2208
Goepper Burkhardt
South Carolina
$502K -$6.7K -51 -1%
OA
2209
Operose Advisors
Wisconsin
$498K -$394 -3 -0.1%
CPCM
2210
Cardinal Point Capital Management
Ontario, Canada
$497K -$26.3K -200 -5%
CIG
2211
Cullen Investment Group
Louisiana
$496K -$2.36K -18 -0.5%
BWG
2212
Beta Wealth Group
California
$496K +$65.4K +498 +16%
CIG
2213
Cascade Investment Group
Colorado
$494K – – –
PAA
2214
Peregrine Asset Advisers
Oregon
$493K – – –
Winton Group
2215
Winton Group
United Kingdom
$493K +$483K +3,679 New
HFS
2216
Heritage Financial Services
Massachusetts
$493K -$10.2K -78 -2%
GAM
2217
GEM Asset Management
Michigan
$492K -$21K -160 -4%
RA
2218
Ruggaard & Associates
Ohio
$492K +$5.25K +40 +1%
Wolverine Trading
2219
Wolverine Trading
Illinois
$492K +$485K +3,693 New
GT
2220
GreatBanc Trust
Illinois
$491K +$481K +3,665 New
LCWP
2221
Legacy Capital Wealth Partners
Arkansas
$491K -$321K -2,447 -40%
RWM
2222
Revisor Wealth Management
Ohio
$491K -$47.9K -365 -9%
TWM
2223
Thrive Wealth Management
Pennsylvania
$491K -$4.99K -38 -1%
CAL
2224
Capital Advisors Ltd
Ohio
$490K -$5.51K -42 -1%
SPWM
2225
Straight Path Wealth Management
Michigan
$488K +$479K +3,647 New