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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
1026
Rehmann Capital Advisory Group
Michigan
$781K -$14.9K -19 -2%
FVWA
1027
Foster Victor Wealth Advisors
South Carolina
$780K +$80.2K +102 +16%
CAG
1028
Csenge Advisory Group
Florida
$779K -$702K -893 -53%
TC
1029
TownSquare Capital
Utah
$777K -$689K -877 -52%
RG
1030
Rathbones Group
United Kingdom
$776K -$7.86K -10 -1%
CH
1031
Cromwell Holdings
Wyoming
$774K – – –
BAM
1032
Byrne Asset Management
New Jersey
$774K -$11.8K -15 -2%
NWAG
1033
Net Worth Advisory Group
Utah
$773K -$33K -42 -5%
MJP
1034
Michael J. Puzo
$773K -$3.93K -5 -0.6%
FCA
1035
Fortis Capital Advisors
Kansas
$771K +$626K +796 New
C
1036
Certuity
Florida
$770K +$70.7K +90 +13%
PA
1037
Procyon Advisors
Connecticut
$769K +$233K +297 +60%
CIS
1038
Custom Index Systems
New York
$765K +$101K +129 +20%
TSWM
1039
Triangle Securities Wealth Management
North Carolina
$763K – – –
AMCA
1040
Arthur M. Cohen & Associates
Illinois
$760K – – –
WB
1041
Webster Bank
Connecticut
$759K +$184K +234 +43%
AFA
1042
AA Financial Advisors
Ohio
$758K -$4.72K -6 -0.8%
NAS
1043
Nicolet Advisory Services
Wisconsin
$755K -$19.7K -25 -3%
1WM
1044
1900 Wealth Management
Texas
$753K +$14.1K +18 +2%
CIM
1045
Cambria Investment Management
California
$751K +$610K +776 New
BCM
1046
Bourgeon Capital Management
Connecticut
$750K -$102K -130 -14%
MMEA
1047
Main Management ETF Advisors
California
$750K +$609K +775 New
AWC
1048
Abundance Wealth Counselors
Pennsylvania
$746K -$5.5K -7 -0.9%
VC
1049
Veracity Capital
Georgia
$744K +$112K +142 +23%
Schroder Investment Management Group
1050
Schroder Investment Management Group
United Kingdom
$743K -$452K -575 -43%