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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1476
BIP Wealth
Georgia
$689K +$670K +1,970 New
HSA
1477
HBK Sorce Advisory
Pennsylvania
$688K +$38.4K +113 +5%
ISWM
1478
Independent Solutions Wealth Management
New York
$687K -$179K -525 -21%
VCP
1479
Verus Capital Partners
Arizona
$686K +$292K +859 +78%
OL
1480
Optas LLC
Texas
$683K +$228K +670 +52%
DE
1481
Diversified Enterprises
Delaware
$680K +$410K +1,206 +163%
SWM
1482
SeaCrest Wealth Management
New York
$680K -$64.3K -189 -9%
WA
1483
Waddell & Associates
Tennessee
$679K -$36.4K -107 -5%
BFG
1484
Birch Financial Group
New Hampshire
$678K +$3.06K +9 +0.5%
PFA
1485
Pure Financial Advisors
California
$677K -$182K -535 -22%
Simplex Trading
1486
Simplex Trading
Illinois
$677K -$10.3M -30,312 -94%
IBOK
1487
Independence Bank of Kentucky
Kentucky
$677K -$156K -458 -19%
PWP
1488
Principle Wealth Partners
Connecticut
$675K +$89.8K +264 +16%
LFA
1489
Legacy Financial Advisors
Kentucky
$674K +$25.5K +75 +4%
EBA
1490
Eagle Bay Advisors
New York
$673K +$7.48K +22 +1%
NB
1491
NBT Bank
New York
$673K -$22.4K -66 -3%
SC
1492
Shearwater Capital
Colorado
$672K
AGP
1493
Autumn Glory Partners
Texas
$672K +$10.2K +30 +2%
CWA
1494
Crux Wealth Advisors
California
$670K -$8.16K -24 -1%
MBTD
1495
Mechanics Bank - Trust Department
California
$670K
CPA
1496
Capital Performance Advisors
California
$670K +$119K +350 +22%
CT
1497
Colonial Trust
South Carolina
$670K +$35.4K +104 +6%
SFC
1498
SYM Financial Corp
Indiana
$670K +$21.4K +63 +3%
RT
1499
Rockland Trust
Massachusetts
$669K -$235K -690 -27%
DBIA
1500
Dumont & Blake Investment Advisors
New Jersey
$668K +$17K +50 +3%