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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
701
SageView Advisory Group
California
$273K -$383 -2 -0.2%
AIP
702
Ameritas Investment Partners
Nebraska
$273K -$14.2K -74 -6%
I
703
InceptionR
California
$272K -$189K -987 -44%
IAA
704
Independent Advisor Alliance
North Carolina
$272K +$14.3K +75 +6%
FSAG
705
Financial Solutions Advisory Group
Illinois
$272K -$765 -4 -0.3%
NWM
706
Northwest Wealth Management
Iowa
$271K +$19.7K +103 +9%
FCM
707
Fieldview Capital Management
Michigan
$270K -$3.14M -16,409 -93%
MIA
708
MMBG Investment Advisors
Florida
$270K – – –
FS
709
Financial Symmetry
North Carolina
$270K – – –
RCAG
710
Rehmann Capital Advisory Group
Michigan
$267K +$13.6K +71 +6%
CA
711
Clearstead Advisors
Ohio
$263K -$250K -1,306 -52%
JIC
712
Johnson Investment Counsel
Ohio
$263K -$5.74K -30 -2%
RFC
713
Regions Financial Corp
Alabama
$258K +$765 +4 +0.3%
SFC
714
SYM Financial Corp
Indiana
$256K +$6.89K +36 +3%
CWMA
715
Capstone Wealth Management (Alabama)
Alabama
$256K +$227K +1,185 New
TRCT
716
Tower Research Capital (TRC)
New York
$256K -$187K -975 -45%
PCG
717
Prosperity Consulting Group
Maryland
$255K +$226K +1,182 New
KWM
718
Kingsview Wealth Management
Oregon
$253K +$2.87K +15 +1%
DADC
719
D.A. Davidson & Co
Montana
$251K -$10.3K -54 -4%
WS
720
Wedbush Securities
California
$251K +$10.7K +56 +5%
ACA
721
Aptus Capital Advisors
Alabama
$250K -$25.3K -132 -10%
IHL
722
Investment House LLC
California
$250K – – –
LA
723
LVW Advisors
New York
$249K -$102K -535 -32%
DT
724
Diversified Trust
Tennessee
$249K -$21.4K -112 -9%
MO
725
McMillan Office
Michigan
$248K – – –