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Name Holding Trade Value Shares
Change
Change in
Stake
SACTSONJ
776
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$445K – – –
FFO
777
Fiduciary Family Office
Florida
$445K +$17.6K +6 +4%
QC
778
QCM Cayman
Texas
$442K +$436K +149 New
SW
779
SVB Wealth
Massachusetts
$439K -$345K -118 -44%
SVWAG
780
Sound View Wealth Advisors Group
Georgia
$439K – – –
MFG
781
Merit Financial Group
Georgia
$439K +$82K +28 +23%
KWM
782
Kingsview Wealth Management
Oregon
$432K -$41K -14 -9%
LSA
783
Leonteq Securities AG
Switzerland
$427K +$135K +46 +47%
BIG
784
Brooklyn Investment Group
New York
$425K – – –
FC
785
FCA Corp
Texas
$424K – – –
BWP
786
Barlow Wealth Partners
Kentucky
$424K – – –
LCM
787
LCM Capital Management
Illinois
$421K – – –
PL
788
Plancorp LLC
Missouri
$418K -$5.86K -2 -1%
MWM
789
Modera Wealth Management
New Jersey
$415K – – –
FWM
790
Fairhaven Wealth Management
Illinois
$412K – – –
FWIA
791
Fort Washington Investment Advisors
Ohio
$409K – – –
WBC
792
Westpac Banking Corp
Australia
$409K +$46.8K +16 +13%
RCAG
793
Rehmann Capital Advisory Group
Michigan
$409K +$23.4K +8 +6%
GT
794
Glenview Trust
Kentucky
$406K +$8.78K +3 +2%
SGI
795
Summit Global Investments
Utah
$406K – – –
ETIA
796
Epic Trust Investment Advisors
Washington
$403K +$32.2K +11 +9%
SWM
797
SeaCrest Wealth Management
New York
$403K +$49.8K +17 +14%
FIC
798
FCG Investment Company
Tennessee
$400K – – –
FFM
799
Forum Financial Management
Illinois
$400K – – –
G
800
GenTrust
Florida
$400K – – –