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Name Holding Trade Value Shares
Change
Change in
Stake
RFMS
526
RWQ Financial Management Services
Florida
$689K +$727K +925 New
IAN
527
Integrated Advisors Network
Texas
$688K +$47.9K +61 +7%
ACA
528
Atlas Capital Advisors
Wyoming
$686K -$79.4K -101 -10%
RWA
529
Ropes Wealth Advisors
Massachusetts
$684K +$163K +207 +29%
AssetMark Inc
530
AssetMark Inc
California
$683K +$306K +389 +74%
EGM
531
Engineers Gate Manager
New York
$680K +$717K +912 New
FB
532
Fulton Bank
Pennsylvania
$672K -$132K -168 -16%
SF
533
Symphony Financial
Texas
$659K +$37.7K +48 +6%
HH
534
Hilltop Holdings
Texas
$652K -$431K -548 -39%
BC
535
Burney Company
Virginia
$643K -$9.43K -12 -1%
JC
536
JB Capital
Connecticut
$632K +$667K +848 New
WJWM
537
Williams Jones Wealth Management
New York
$624K +$40.1K +51 +6%
IAIM
538
International Assets Investment Management
Florida
$618K -$1.57K -2 -0.2%
SIA
539
SkyView Investment Advisors
New Jersey
$618K +$646K +822 +11,743%
AC
540
Alexandria Capital
Virginia
$614K +$5.5K +7 +0.9%
VC
541
Veracity Capital
Georgia
$613K +$67.6K +86 +12%
EM
542
ELCO Management
New York
$612K -$134K -170 -17%
Capstone Investment Advisors
543
Capstone Investment Advisors
New York
$610K -$1.11M -1,415 -63%
CRCM
544
Corbett Road Capital Management
Virginia
$608K -$20.4K -26 -3%
AIA
545
Armor Investment Advisors
North Carolina
$607K – – –
VCA
546
Verdence Capital Advisors
Maryland
$606K +$105K +134 +20%
MA
547
MUFG Americas
New York
$601K +$3.93K +5 +0.6%
MAM
548
McLean Asset Management
Virginia
$599K +$62.1K +79 +12%
HWMA
549
Heritage Wealth Management (Arizona)
Arizona
$599K +$426K +542 +207%
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$587K +$254K +323 +69%