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Name Holding Trade Value Shares
Change
Change in
Stake
GT
501
Greenleaf Trust
Michigan
$857K -$3.6K -22 -0.4%
HI
502
Harbour Investments
Wisconsin
$856K -$17.8K -109 -2%
SW
503
SlateStone Wealth
Florida
$843K +$28.6K +175 +3%
OAC
504
OMERS Administration Corp
Ontario, Canada
$841K +$143K +876 +20%
OFG
505
OmniStar Financial Group
North Carolina
$837K +$17.2K +105 +2%
PFS
506
Physicians Financial Services
North Carolina
$837K -$65.4K -400 -7%
ECA
507
Elevate Capital Advisors
Colorado
$834K +$840K +5,135 New
PA
508
Parallel Advisors
California
$813K +$81.8K +500 +11%
RFG
509
Range Financial Group
Oregon
$808K +$562K +3,433 +223%
WI
510
WBI Investments
New Jersey
$806K +$812K +4,965 New
MWM
511
Modera Wealth Management
New Jersey
$804K +$52.7K +322 +7%
FBT
512
First Bankers Trust
Kentucky
$802K -$15.5K -95 -2%
ACA
513
Aptus Capital Advisors
Alabama
$801K +$807K +4,933 New
MSFP
514
Mark Sheptoff Financial Planning
Connecticut
$796K -$32.7K -200 -4%
FNBOO
515
First National Bank of Omaha
Nebraska
$796K – – –
IWM
516
IHT Wealth Management
Illinois
$790K -$25.4K -155 -3%
PIM
517
Plato Investment Management
Australia
$788K – – –
PWP
518
Private Wealth Partners
California
$778K – – –
KWM
519
KFG Wealth Management
Indiana
$771K +$30.9K +189 +4%
SEP
520
Southland Equity Partners
Missouri
$770K +$265K +1,618 +52%
GVAG
521
Great Valley Advisor Group
Delaware
$766K -$142K -868 -16%
VI
522
Versor Investments
New York
$763K +$769K +4,700 New
FFA
523
Farther Finance Advisors
California
$760K -$762K -4,660 -50%
RPCONE
524
Retirement Planning Company of New England
Rhode Island
$755K -$8.67K -53 -1%
SC
525
Savant Capital
Illinois
$752K -$173K -1,058 -19%