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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
751
Essex Financial Services
Connecticut
$377K +$46.7K +158 +16%
Perpetual Ltd
752
Perpetual Ltd
Australia
$377K -$8.28K -28 -2%
MFA
753
Mayflower Financial Advisors
Massachusetts
$377K +$22.5K +76 +6%
DMBA
754
Deseret Mutual Benefit Administrators
Utah
$371K +$5.03K +17 +1%
RFN
755
RDA Financial Network
Iowa
$367K – – –
SFC
756
SYM Financial Corp
Indiana
$367K -$8.57K -29 -2%
JWA
757
JFS Wealth Advisors
Pennsylvania
$364K -$1.18K -4 -0.3%
FWM
758
Focused Wealth Management
New York
$363K +$366K +1,238 New
IAS
759
Insigneo Advisory Services
Florida
$363K +$91.4K +309 +38%
CG
760
Cynosure Group
Utah
$363K +$365K +1,235 New
WWP
761
Walden Wealth Partners
Ohio
$361K +$363K +1,229 New
IWA
762
Inspirion Wealth Advisors
Illinois
$360K -$57.1K -193 -14%
Wellington Management Group
763
Wellington Management Group
Massachusetts
$360K -$908K -3,072 -71%
Diversify Wealth Management
764
Diversify Wealth Management
Utah
$359K +$323K +1,094 New
AO
765
Advisor OS
Illinois
$359K -$84.3K -285 -19%
ACP
766
Aveo Capital Partners
Colorado
$358K -$2.96K -10 -0.8%
BWM
767
BlackDiamond Wealth Management
New York
$357K +$323K +1,093 New
SWM
768
SeaCrest Wealth Management
New York
$356K -$49.1K -166 -12%
HA
769
HC Advisors
Georgia
$352K – – –
UAG
770
United Advisor Group
Ohio
$352K +$354K +1,198 New
BC
771
Bridgefront Capital
Texas
$351K +$354K +1,197 New
FineMark National Bank & Trust
772
FineMark National Bank & Trust
Florida
$351K – – –
Steward Partners Investment Advisory
773
Steward Partners Investment Advisory
New York
$345K -$18.3K -62 -5%
CAS
774
CTC Alternative Strategies
Illinois
$342K +$344K +1,164 New
OBGC
775
O'Brien Greene & Co
Pennsylvania
$338K +$5.03K +17 +1%