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Name Holding Trade Value Shares
Change
Change in
Stake
SF
426
Synovus Financial
Georgia
$884K +$56.7K +1,580 +7%
DF
427
Donoghue Forlines
Massachusetts
$881K +$6.53K +182 +0.8%
WTC
428
WhitTier Trust Company
Nevada
$876K +$198K +5,528 +31%
GVAG
429
Great Valley Advisor Group
Delaware
$876K +$36.6K +1,021 +5%
MCM
430
Monarch Capital Management
Indiana
$873K -$36 -1 -0%
CAG
431
Csenge Advisory Group
Florida
$873K -$27.1K -756 -3%
FFM
432
Forum Financial Management
Illinois
$872K +$4.98K +139 +0.6%
GFS
433
GYL Financial Synergies
Connecticut
$871K -$63.5K -1,772 -7%
AQR Capital Management
434
AQR Capital Management
Connecticut
$869K +$827K +23,055 New
AWM
435
AE Wealth Management
Kansas
$866K -$11.6M -324,564 -93%
RPC
436
Rossmore Private Capital
Connecticut
$865K +$47K +1,312 +6%
BSW
437
Buckingham Strategic Wealth
Missouri
$864K +$164K +4,577 +25%
PS
438
Principal Securities
Iowa
$861K +$10.8K +301 +1%
MWM
439
Modern Wealth Management
Kansas
$858K +$3.66K +102 +0.4%
CCM
440
CAAS Capital Management
New York
$852K +$811K +22,612 New
QI
441
Qtron Investments
Massachusetts
$845K -$513K -14,296 -39%
BL
442
BFSG LLC
California
$843K -$82.1K -2,290 -9%
QCG
443
Quadrant Capital Group
Ohio
$837K -$18.5K -517 -2%
JGUA
444
John G. Ullman & Associates
New York
$836K
LBWM
445
Left Brain Wealth Management
Illinois
$820K
HIS
446
Horizon Investment Services
Indiana
$815K
WIM
447
Wittenberg Investment Management
Massachusetts
$814K
OPCM
448
Osborne Partners Capital Management
California
$809K
FFA
449
Founders Financial Alliance
North Carolina
$809K -$27.7K -773 -3%
GT
450
Glenview Trust
Kentucky
$808K +$6.35K +177 +0.8%