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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
676
SFMG Wealth Advisors
Texas
$573K -$9.63K -50 -2%
RFG
677
Range Financial Group
Oregon
$571K +$569K +2,958 New
VFA
678
Voya Financial Advisors
Connecticut
$569K -$78.7K -409 -12%
BFS
679
Bradley Foster & Sargent
Connecticut
$568K -$387K -2,010 -41%
CPO
680
Cerity Partners OCIO
New York
$566K +$22.9K +119 +4%
SFA
681
Souders Financial Advisors
Ohio
$564K -$32.5K -169 -5%
MCWS
682
McKinley Carter Wealth Services
West Virginia
$564K -$6.93K -36 -1%
DAM
683
Diamant Asset Management
Connecticut
$563K – – –
MFG
684
Merit Financial Group
Georgia
$562K -$132K -686 -19%
RC
685
RegentAtlantic Capital
New Jersey
$560K +$277K +1,439 +98%
SC
686
Schulhoff & Co
Ohio
$559K – – –
FNT
687
First National Trust
Pennsylvania
$545K -$18.7K -97 -3%
LMAM
688
Legg Mason Asset Management
Japan
$544K -$62.2K -323 -10%
ACA
689
Affinity Capital Advisors
California
$539K -$20.4K -106 -4%
AWM
690
Altium Wealth Management
New York
$538K +$9.63K +50 +2%
HH
691
Hilltop Holdings
Texas
$536K -$517K -2,686 -49%
SPC
692
Stewart & Patten Company
California
$534K -$38.5K -200 -7%
JFA
693
Johanson Financial Advisors
California
$533K -$87.4K -454 -14%
PA
694
Parallel Advisors
California
$533K -$59.1K -307 -10%
XT
695
XTX Topco
Cayman Islands
$533K +$532K +2,763 New
BFC
696
Bedel Financial Consulting
Indiana
$530K – – –
HB
697
Homrich & Berg
Georgia
$529K -$210K -1,091 -28%
TPWA
698
TRUE Private Wealth Advisors
Oregon
$527K +$405K +2,104 +334%
GWSG
699
GPS Wealth Strategies Group
Colorado
$526K +$13.3K +69 +3%
FNBT
700
FineMark National Bank & Trust
Florida
$524K -$7.32K -38 -1%