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Name Holding Trade Value Shares
Change
Change in
Stake
FSA
626
Financial Sense Advisors
California
$399K +$369K +4,761 New
TIM
627
Thompson Investment Management
Wisconsin
$399K
IAS
628
Insigneo Advisory Services
Florida
$399K -$32.3K -416 -8%
ACA
629
Aptus Capital Advisors
Alabama
$389K +$6.36K +82 +2%
OA
630
Operose Advisors
Wisconsin
$389K -$9.15K -118 -2%
OFG
631
Oxford Financial Group
Indiana
$385K +$356K +4,592 New
IG
632
IFS Group
Pennsylvania
$382K +$355K +4,580 New
M&T Bank
633
M&T Bank
New York
$381K -$21.2K -274 -6%
WFA
634
Wellspring Financial Advisors
Ohio
$381K -$145K -1,864 -29%
AFP
635
Ausdal Financial Partners
Iowa
$380K +$352K +4,534 New
UCFA
636
United Capital Financial Advisors
Texas
$380K +$17.6K +227 +5%
AF
637
Allworth Financial
California
$376K -$3.1K -40 -0.9%
EH
638
Equitable Holdings
New York
$375K -$12.2K -157 -3%
SAM
639
Silvercrest Asset Management
New York
$366K
FAM
640
Formidable Asset Management
Ohio
$361K -$612K -7,896 -62%
SW
641
Simplicity Wealth
New Jersey
$358K +$331K +4,273 New
CP
642
Castleview Partners
Texas
$356K -$24.6K -317 -7%
VI
643
Versor Investments
New York
$353K +$326K +4,203 New
EFS
644
Essex Financial Services
Connecticut
$350K +$22.9K +295 +8%
CAS
645
Coppell Advisory Solutions
Texas
$349K +$7.75K +100 +2%
1C
646
111 Capital
France
$348K +$321K +4,144 New
GIM
647
Gold Investment Management
Alberta, Canada
$347K
HH
648
Hilltop Holdings
Texas
$347K -$16K -206 -5%
AGP
649
Autumn Glory Partners
Texas
$343K -$53.5K -690 -14%
HAS
650
HBW Advisory Services
California
$342K -$5.82K -75 -2%