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Name Holding Trade Value Shares
Change
Change in
Stake
FA
551
Fortis Advisors
Pennsylvania
$258K
RSA
552
River Street Advisors
Illinois
$258K +$22.9K +266 +10%
CI
553
CX Institutional
Indiana
$258K +$56K +650 +29%
CB
554
Cadence Bank
Mississippi
$256K
CAM
555
Cypress Asset Management
Texas
$254K -$83.5K -970 -26%
SF
556
Synovus Financial
Georgia
$248K -$9.99K -116 -4%
AC
557
Abbrea Capital
California
$247K
GDP
558
Great Diamond Partners
Maine
$246K +$236K +2,740 New
WAM
559
Weiss Asset Management
Massachusetts
$243K +$233K +2,710 New
AssetMark Inc
560
AssetMark Inc
California
$240K +$77K +894 +50%
TNA
561
True North Advisors
Texas
$240K +$230K +2,671 New
FAFN
562
First Affirmative Financial Network
Colorado
$237K +$48.6K +565 +27%
CIM
563
CIM Investment Management
Pennsylvania
$234K
RWP
564
RWA Wealth Partners
Massachusetts
$227K +$218K +2,530 New
BHCM
565
Brevan Howard Capital Management
Jersey
$226K +$217K +2,519 New
IFWM
566
Institute for Wealth Management
Colorado
$224K
SCM
567
SKBA Capital Management
California
$224K -$8.61K -100 -4%
GT
568
Greenleaf Trust
Michigan
$224K -$136K -1,583 -39%
MAS
569
Meeder Advisory Services
Ohio
$223K -$80.6K -936 -27%
ARC
570
Advisor Resource Council
Texas
$221K +$212K +2,460 New
MS
571
Mizuho Securities
Japan
$221K +$212K +2,460 New
NED
572
Nancy E. Dempze
$220K
IAN
573
Integrated Advisors Network
Texas
$218K -$24.2K -281 -10%
FAIM
574
Financial Advocates Investment Management
Washington
$211K +$11.4K +132 +6%
BRWA
575
B. Riley Wealth Advisors
Florida
$211K -$37.9K -440 -16%