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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
501
Florida Financial Advisors
Florida
$526K +$108K +557 +23%
DWM
502
Dogwood Wealth Management
Kansas
$524K +$159K +819 +37%
PCMI
503
Paradigm Capital Management Inc
New York
$522K – – –
HWM
504
HB Wealth Management
Georgia
$520K -$77.7K -400 -12%
Vontobel Holding
505
Vontobel Holding
Switzerland
$520K – – –
RHJA
506
Rice Hall James & Associates
California
$519K -$5.63K -29 -1%
MF
507
Magnetar Financial
Illinois
$516K +$576K +2,963 New
LFAS
508
Level Four Advisory Services
Texas
$512K -$21.8K -112 -4%
O
509
Ossiam
France
$503K -$427K -2,200 -43%
LFA
510
Laraway Financial Advisors
Minnesota
$498K – – –
AWM
511
Apollon Wealth Management
South Carolina
$492K -$22K -113 -4%
CTC
512
Central Trust Company
Missouri
$491K -$164K -842 -23%
EC
513
EntryPoint Capital
New York
$490K +$136K +698 +33%
MAS
514
Meeder Advisory Services
Ohio
$471K -$82.8K -426 -14%
NP
515
NorthRock Partners
Minnesota
$471K +$94.6K +487 +22%
S
516
SignatureFD
Georgia
$471K +$14K +72 +3%
MYAM
517
Meiji Yasuda Asset Management
Japan
$471K -$21.4K -110 -4%
JSSH
518
J. Safra Sarasin Holding
$468K +$522K +2,687 New
PP
519
Prudential plc
United Kingdom
$462K – – –
WPI
520
Walter Public Investments
Canada
$446K – – –
DIM
521
Delta Investment Management
California
$443K -$24.7K -127 -5%
PTC
522
Petrus Trust Company
Texas
$438K +$488K +2,514 New
SC
523
Savant Capital
Illinois
$426K +$1.55K +8 +0.3%
HAG
524
HighPoint Advisor Group
Illinois
$423K -$33.8K -174 -7%
EI
525
Ellevest Inc
New York
$419K -$48.2K -248 -9%