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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
576
Dorsey & Whitney Trust
South Dakota
$438K -$1.16K -6 -0.3%
CPA
577
Capital Performance Advisors
California
$438K -$98.7K -509 -21%
UFF
578
USA Financial Formulas
Michigan
$435K -$511K -2,636 -59%
CFG
579
Citizens Financial Group
Rhode Island
$432K +$2.13K +11 +0.6%
LFG
580
Larson Financial Group
Missouri
$432K -$96.8K -499 -21%
SPIA
581
Steward Partners Investment Advisory
New York
$432K -$1.36K -7 -0.4%
BP
582
Ballentine Partners
Massachusetts
$429K +$18.6K +96 +6%
LOWM
583
Laurel Oak Wealth Management
New Jersey
$422K +$350K +1,803 New
HC
584
Headland Capital
South Carolina
$415K -$2.13K -11 -0.6%
RIL
585
Rothschild Investment LLC
Illinois
$413K -$2.75M -14,180 -89%
SFS
586
Sowell Financial Services
Arkansas
$412K -$3.3K -17 -1%
CWAG
587
Compton Wealth Advisory Group
Virginia
$408K
SRC
588
Sage Rhino Capital
California
$406K -$30.5K -157 -8%
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$404K -$66.5K -343 -17%
MWM
590
Modern Wealth Management
Kansas
$401K +$333K +1,716 New
OCA
591
OpenArc Corporate Advisory
Georgia
$398K +$330K +1,702 New
VCA
592
Verdence Capital Advisors
Maryland
$396K
SAI
593
Savvy Advisors Inc
New York
$396K +$23.1K +119 +8%
NL
594
NWAM LLC
Washington
$389K -$162K -833 -33%
MWM
595
Modera Wealth Management
New Jersey
$387K +$1.55K +8 +0.5%
YMRC
596
Yorktown Management & Research Company
Virginia
$386K +$320K +1,650 New
WA
597
Waverly Advisors
Alabama
$385K +$24.3K +125 +8%
AF
598
Allworth Financial
California
$381K +$45.4K +234 +17%
RMC
599
Ring Mountain Capital
California
$381K +$24.8K +128 +9%
UB
600
UMB Bank
Missouri
$381K +$8.92K +46 +3%