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Name Holding Trade Value Shares
Change
Change in
Stake
AMG
651
Advisors Management Group
Wisconsin
$374K -$36.4K -975 -9%
FVWA
652
Foster Victor Wealth Advisors
South Carolina
$374K +$355K +9,500 New
ACI
653
Alpha Cubed Investments
California
$373K -$43.3K -1,160 -11%
Victory Capital Management
654
Victory Capital Management
Texas
$372K -$224 -6 -0.1%
HIA
655
Harbor Investment Advisory
Maryland
$371K +$2.24K +60 +0.6%
WAM
656
Winslow Asset Management
Ohio
$370K
EWA
657
Encompass Wealth Advisors
Oregon
$367K -$59.2K -1,584 -14%
SAM
658
Silvercrest Asset Management
New York
$367K -$5.12M -137,165 -93%
CA
659
Crewe Advisors
Utah
$363K
GSEP
660
Golden State Equity Partners
California
$362K +$357K +9,549 New
AA
661
Ancora Advisors
Ohio
$362K -$48.6K -1,300 -12%
DFG
662
Delta Financial Group
New Jersey
$361K
XF
663
XML Financial
Maryland
$359K
MSAM
664
Moloney Securities Asset Management
Missouri
$359K -$87.3K -2,337 -20%
BHWM
665
Bar Harbor Wealth Management
New Hampshire
$358K
PCS
666
Personal CFO Solutions
New Jersey
$358K -$45.5K -1,217 -11%
1WA
667
180 Wealth Advisors
Washington
$357K +$4.82K +129 +1%
HIP
668
HUB Investment Partners
Texas
$357K +$26.6K +711 +8%
RI
669
Ridgewood Investments
New Jersey
$356K
SIG
670
Stonegate Investment Group
Alabama
$356K -$4.11K -110 -1%
AA
671
AlphaQ Advisors
Florida
$354K +$349K +9,342 New
PCIA
672
Prime Capital Investment Advisors
Kansas
$354K -$132K -3,536 -27%
HI
673
Hendershot Investments
Virginia
$353K
EAM
674
Eagle Asset Management
Florida
$353K -$486 -13 -0.1%
AUB
675
Atlantic Union Bankshares
Virginia
$351K