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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
851
Holistic Financial Partners
Indiana
$215K +$233K +1,851 New
SFG
852
Summit Financial Group
West Virginia
$213K -$26.4K -210 -10%
CGL
853
Clarius Group LLC
Washington
$212K -$138K -1,095 -37%
SCM
854
Stonebridge Capital Management
California
$212K
IP
855
Investment Partners
Ohio
$212K +$1.26K +10 +0.5%
APWM
856
Atlas Private Wealth Management
New York
$211K +$99.6K +793 +77%
FA
857
FCG Advisors
New Jersey
$209K +$4.14K +33 +2%
RPC
858
Rossmore Private Capital
Connecticut
$209K +$226K +1,801 New
Financial Engines Advisors
859
Financial Engines Advisors
California
$208K -$3.52K -28 -2%
SCA
860
Snowden Capital Advisors
New York
$208K -$7.91K -63 -3%
SAM
861
Silvercrest Asset Management
New York
$206K -$3.64K -29 -2%
FG
862
Fiduciary Group
Georgia
$205K -$91.9K -732 -29%
HH
863
Hilltop Holdings
Texas
$205K +$12.4K +99 +6%
BL
864
Balentine LLC
Georgia
$203K +$209K +1,660 +1,953%
MMG
865
Monetary Management Group
Missouri
$198K
PFWA
866
Paces Ferry Wealth Advisors
Georgia
$197K +$213K +1,696 New
EP
867
Eudaimonia Partners
Tennessee
$192K +$33.8K +269 +19%
HCP
868
Hexagon Capital Partners
Arkansas
$191K +$179K +1,425 New
PCWA
869
Pacific Capital Wealth Advisors
California
$187K
HPC
870
HM Payson & Co
Maine
$185K +$39.9K +318 +25%
Credit Agricole
871
Credit Agricole
France
$180K
CIA
872
CSat Investment Advisory
Michigan
$178K +$18.6K +148 +11%
ABC
873
Associated Banc-Corp
Wisconsin
$169K -$202K -1,608 -52%
CT
874
Caldwell Trust
Florida
$164K -$8.79K -70 -5%
AIM
875
AIA Investment Management
Singapore
$156K +$48.4K +385 +40%