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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
501
Sagespring Wealth Partners
Tennessee
$511K -$79.2K -1,804 -12%
CF
502
Centaurus Financial
California
$511K -$59.2K -1,349 -9%
BTI
503
Blue Trust Inc
Georgia
$510K -$5.97K -136 -1%
PE
504
PCM Encore
Colorado
$509K -$13.4K -306 -2%
EWM
505
Empirical Wealth Management
Washington
$504K +$91.2K +2,079 +18%
RCM
506
RNC Capital Management
California
$502K -$11.6K -265 -2%
WAS
507
Winch Advisory Services
Wisconsin
$502K +$33.1K +754 +6%
WIS
508
Wright Investors Service
Connecticut
$501K -$35.2K -803 -6%
Zurich Cantonal Bank
509
Zurich Cantonal Bank
Switzerland
$498K +$54.2K +1,235 +10%
IBOK
510
Independence Bank of Kentucky
Kentucky
$498K -$13.2K -300 -2%
ACG
511
Allen Capital Group
Nebraska
$496K -$12.8K -291 -2%
GAMC
512
Garner Asset Management Corp
Texas
$494K +$586K +13,358 New
BWP
513
Balboa Wealth Partners
Arizona
$493K -$3.38K -77 -0.6%
BB
514
Burford Brothers
Texas
$493K – – –
IFG
515
Independent Financial Group
California
$491K -$63K -1,435 -10%
LI
516
Louisbourg Investments
New Brunswick, Canada
$491K – – –
MMA
517
Miracle Mile Advisors
California
$489K +$23.7K +541 +4%
SB
518
SIG Brokerage
New York
$486K +$578K +13,162 New
NFC
519
Northstar Financial Companies
Pennsylvania
$486K -$223K -5,084 -28%
BB
520
Busey Bank
Illinois
$484K -$23.4K -534 -4%
CPIG
521
Chicago Partners Investment Group
Illinois
$483K -$47.2K -1,076 -9%
PCA
522
Peddock Capital Advisors
Massachusetts
$483K +$31.9K +727 +6%
GT
523
Greenleaf Trust
Michigan
$483K -$42.2K -961 -7%
WJWM
524
Williams Jones Wealth Management
New York
$482K -$2.54K -58 -0.4%
BRG
525
Bay Rivers Group
Virginia
$480K – – –