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Name Holding Trade Value Shares
Change
Change in
Stake
HFG
601
Heron Financial Group
New York
$354K -$19.6K -90 -5%
IWP
602
Icon Wealth Partners
Texas
$353K +$2.39K +11 +0.7%
AAS
603
Ameritas Advisory Services
Nebraska
$352K -$25.7K -118 -7%
RIA
604
Regal Investment Advisors
Michigan
$349K -$1.2M -5,526 -77%
MPPW
605
Mitchell & Pahl Private Wealth
Oklahoma
$349K -$6.52K -30 -2%
MWM
606
Mission Wealth Management
California
$345K -$33.9K -156 -9%
BL
607
Balentine LLC
Georgia
$345K +$356K +1,637 New
CAC
608
Cowen and Company
New York
$341K +$353K +1,621 New
VEA
609
Virtus ETF Advisers
New York
$339K – – –
FRM
610
Fox Run Management
Connecticut
$338K +$349K +1,607 New
Hotchkis & Wiley Capital Management
611
Hotchkis & Wiley Capital Management
California
$337K – – –
RE
612
RBC Europe
United Kingdom
$337K – – –
SFM
613
Systematic Financial Management
New Jersey
$337K – – –
DA
614
Denali Advisors
California
$337K +$130K +600 +60%
JCM
615
Jacobi Capital Management
Pennsylvania
$334K – – –
TAM
616
Trust Asset Management
Texas
$330K +$4.78K +22 +1%
CPIA
617
Cornell Pochily Investment Advisors
New York
$326K +$3.26K +15 +1%
PFO
618
Pathstone Family Office
New Jersey
$325K +$4.57K +21 +1%
LC
619
Lavaca Capital
Texas
$323K +$334K +1,535 New
IC
620
IEQ Capital
California
$321K +$114K +522 +52%
HT
621
HighTower Trust
Texas
$320K +$3.91K +18 +1%
SACTSONJ
622
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$316K – – –
PL
623
Plancorp LLC
Missouri
$315K -$18.5K -85 -5%
RCWM
624
Royal Capital Wealth Management
Indiana
$314K -$870 -4 -0.3%
CGL
625
Clarius Group LLC
Washington
$314K – – –