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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
851
SageView Advisory Group
California
$745K +$4.43K +24 +0.6%
HBT
852
Heartland Bank & Trust
Illinois
$736K +$12.2K +66 +2%
GL
853
Graypoint LLC
New York
$733K +$190K +1,028 +33%
STC
854
Sarah T. Connolly
$732K -$18.4K -100 -2%
SFA
855
Semmax Financial Advisors
North Carolina
$730K +$789K +4,278 New
Walleye Capital
856
Walleye Capital
New York
$730K +$768K +4,167 New
CT
857
Caldwell Trust
Florida
$726K +$22.7K +123 +3%
HSA
858
HBK Sorce Advisory
Pennsylvania
$726K +$3.69K +20 +0.5%
HF
859
HRT Financial
New York
$725K +$764K +4,143 New
CTC
860
Central Trust Company
Missouri
$724K -$5.53K -30 -0.7%
VFA
861
Valeo Financial Advisors
Indiana
$722K +$164K +890 +28%
PIMG
862
Patriot Investment Management Group
Tennessee
$722K -$100K -545 -12%
SB
863
Simmons Bank
Arkansas
$713K -$1.66K -9 -0.2%
GAM
864
Garrison Asset Management
Arkansas
$713K -$20.3K -110 -3%
JMFC
865
J.M. Forbes & Co
Massachusetts
$712K -$112K -608 -13%
MWM
866
Moran Wealth Management
Florida
$711K +$15.9K +86 +2%
PFT
867
Providence First Trust
Arizona
$705K
STA
868
Summit Trail Advisors
New York
$703K +$4.61K +25 +0.6%
GFA
869
Gifford Fong Associates
California
$700K
PWPS
870
Pinnacle Wealth Planning Services
Ohio
$689K -$9.4K -51 -1%
LFM
871
Lumina Fund Management
New York
$689K
TAM
872
Taurus Asset Management
New York
$689K
P
873
Pitcairn
Pennsylvania
$688K +$50.7K +275 +8%
NAS
874
Nicolet Advisory Services
Wisconsin
$687K +$168K +913 +30%
RFC
875
Regions Financial Corp
Alabama
$684K +$4.79K +26 +0.7%