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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Spire Wealth Management
Virginia
$3.65M -$698K -3,360 -16%
LNC
527
Lincoln National Corp
Pennsylvania
$3.64M +$188K +907 +6%
MFG
528
Merit Financial Group
Georgia
$3.64M +$548K +2,636 +18%
EF
529
Empirical Finance
Pennsylvania
$3.63M +$386K +1,857 +12%
MGP
530
Metis Global Partners
California
$3.58M -$71.5K -344 -2%
BFG
531
Bleakley Financial Group
New Jersey
$3.57M +$190K +914 +6%
BJL
532
Brighton Jones LLC
Washington
$3.56M +$40.3K +194 +1%
FA
533
FDx Advisors
Illinois
$3.54M +$675K +3,249 +24%
NB
534
NBT Bank
New York
$3.53M +$54K +260 +2%
PWW
535
Pettyjohn Wood & White
Virginia
$3.52M +$192K +925 +6%
CF
536
Centaurus Financial
California
$3.51M -$426K -2,050 -11%
KWM
537
Kingsview Wealth Management
Oregon
$3.49M +$11.4K +55 +0.3%
Verition Fund Management
538
Verition Fund Management
Connecticut
$3.48M -$988K -4,755 -22%
IP
539
Ignite Planners
California
$3.48M +$2.49K +12 +0.1%
RCA
540
Riverview Capital Advisers
Massachusetts
$3.47M -$67.5K -325 -2%
NSAM
541
North Star Asset Management
Wisconsin
$3.47M -$147K -708 -4%
SAM
542
Silvercrest Asset Management
New York
$3.46M +$2.37M +11,432 +230%
PA
543
Procyon Advisors
Connecticut
$3.46M +$2.16M +10,390 +173%
CPIG
544
Chicago Partners Investment Group
Illinois
$3.45M -$11K -53 -0.4%
BTI
545
Blue Trust Inc
Georgia
$3.41M +$81K +390 +2%
IFWM
546
Institute for Wealth Management
Colorado
$3.4M -$11.2K -54 -0.3%
HG
547
Herbst Group
Connecticut
$3.4M -$83.1K -400 -2%
KF
548
Krilogy Financial
Missouri
$3.37M -$405K -1,950 -11%
ADL
549
Asset Dedication LLC
California
$3.37M +$90.4K +435 +3%
WAP
550
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$111K +535 +3%