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Name Holding Trade Value Shares
Change
Change in
Stake
RA
1376
RFG Advisory
Alabama
$579K -$9.56K -43 -2%
BFWA
1377
Benchmark Financial Wealth Advisors
Florida
$577K -$93.4K -420 -16%
RMC
1378
Resources Management Corp
Connecticut
$577K -$12.2K -55 -2%
KW
1379
KWB Wealth
California
$575K -$49.3K -222 -9%
RCM
1380
RB Capital Management
Nevada
$575K +$30.2K +136 +6%
DJSG
1381
D.J. St. Germain
Massachusetts
$574K -$27.1K -122 -5%
WAG
1382
Winthrop Advisory Group
Massachusetts
$574K
CWM
1383
Centric Wealth Management
Illinois
$574K +$20.4K +92 +4%
WTFG
1384
Wells Trecaso Financial Group
Ohio
$574K +$52.2K +235 +12%
CA
1385
Cullinan Associates
Kentucky
$574K +$66.7K +300 +15%
PPP
1386
Private Portfolio Partners
New Jersey
$573K -$109K -489 -18%
FI
1387
Financial Insights
Washington
$572K +$11.1K +50 +2%
FCFC
1388
First Commonwealth Financial Corp
Pennsylvania
$571K -$20K -90 -4%
SC
1389
Scholtz & Company
Connecticut
$571K +$91.6K +412 +23%
IWA
1390
Intercontinental Wealth Advisors
Texas
$569K -$27.6K -124 -5%
Jones Financial Companies
1391
Jones Financial Companies
Missouri
$568K -$29.6K -133 -6%
CAG
1392
Crestwood Advisors Group
Massachusetts
$564K -$109K -491 -18%
MBTD
1393
Mechanics Bank - Trust Department
California
$562K +$491K +2,209 New
SFWA
1394
Summit Financial Wealth Advisors
Louisiana
$561K +$30K +135 +5%
CAWM
1395
Capital Advisors Wealth Management
Washington
$561K +$489K +2,201 New
FFG
1396
Fortem Financial Group
California
$560K +$48.9K +220 +11%
SP
1397
Successful Portfolios
Florida
$559K -$13.8K -62 -3%
NB
1398
Nicolet Bankshares
Wisconsin
$559K +$63.6K +286 +15%
SBSB
1399
Sullivan, Bruyette, Speros & Blaney
Virginia
$558K +$31.3K +141 +7%
GFS
1400
GYL Financial Synergies
Connecticut
$556K +$26.9K +121 +6%