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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
576
Westover Capital Advisors
Delaware
$344K +$456K +14,107 New
GIA
577
GHP Investment Advisors
Colorado
$342K +$841 +26 +0.2%
FCCM
578
First City Capital Management
Georgia
$341K -$96.4K -2,980 -18%
HSA
579
HBK Sorce Advisory
Pennsylvania
$340K +$9.51K +294 +2%
LFA
580
Legacy Financial Advisors
Kentucky
$339K -$1.2K -37 -0.3%
KJWM
581
Kiley Juergens Wealth Management
Washington
$339K +$43.9K +1,358 +11%
FC
582
FCA Corp
Texas
$337K
FIB
583
First Interstate Bank
Montana
$337K
RPC
584
Rossmore Private Capital
Connecticut
$337K
NAS
585
Nicolet Advisory Services
Wisconsin
$334K -$49.8K -1,541 -10%
PTP
586
Platform Technology Partners
New York
$334K +$218K +6,744 +97%
IWC
587
Integrated Wealth Concepts
Massachusetts
$330K -$530K -16,377 -55%
WA
588
Wealth Alliance
New York
$330K -$209K -6,474 -32%
SAM
589
Seelaus Asset Management
New Jersey
$329K -$70K -2,164 -14%
FIM
590
Fruth Investment Management
Texas
$329K +$132K +4,072 +43%
KPCM
591
Kings Point Capital Management
New York
$325K -$27.7K -858 -6%
Verition Fund Management
592
Verition Fund Management
Connecticut
$324K -$29.1M -900,378 -99%
RC
593
Roundview Capital
New Jersey
$324K -$69.8K -2,159 -14%
TBA
594
Tower Bridge Advisors
Pennsylvania
$323K +$18.4K +568 +4%
IA
595
IFG Advisory
Georgia
$323K -$30.6K -946 -7%
BRG
596
Bay Rivers Group
Virginia
$322K
EHWM
597
Eads & Heald Wealth Management
Georgia
$321K -$121K -3,730 -22%
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$320K +$20.9K +646 +5%
WAS
599
Wealth Advisory Solutions
Indiana
$320K +$56.6K +1,750 +15%
BIAS
600
Beacon Investment Advisory Services
New Jersey
$319K -$66.6K -2,061 -14%