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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
676
Cerity Partners OCIO
New York
$566K +$22.9K +119 +4%
SFA
677
Souders Financial Advisors
Ohio
$564K -$32.5K -169 -5%
MCWS
678
McKinley Carter Wealth Services
West Virginia
$564K -$6.93K -36 -1%
DAM
679
Diamant Asset Management
Connecticut
$563K
MFG
680
Merit Financial Group
Georgia
$562K -$132K -686 -19%
RC
681
RegentAtlantic Capital
New Jersey
$560K +$277K +1,439 +98%
SC
682
Schulhoff & Co
Ohio
$559K
FNT
683
First National Trust
Pennsylvania
$545K -$18.7K -97 -3%
LMAM
684
Legg Mason Asset Management
Japan
$544K -$62.2K -323 -10%
ACA
685
Affinity Capital Advisors
California
$539K -$20.4K -106 -4%
AWM
686
Altium Wealth Management
New York
$538K +$9.63K +50 +2%
HH
687
Hilltop Holdings
Texas
$536K -$517K -2,686 -49%
SPC
688
Stewart & Patten Company
California
$534K -$38.5K -200 -7%
JFA
689
Johanson Financial Advisors
California
$533K -$87.4K -454 -14%
PA
690
Parallel Advisors
California
$533K -$59.1K -307 -10%
XT
691
XTX Topco
Cayman Islands
$533K +$532K +2,763 New
BFC
692
Bedel Financial Consulting
Indiana
$530K
HB
693
Homrich & Berg
Georgia
$529K -$210K -1,091 -28%
TPWA
694
TRUE Private Wealth Advisors
Oregon
$527K +$405K +2,104 +334%
GWSG
695
GPS Wealth Strategies Group
Colorado
$526K +$13.3K +69 +3%
FNBT
696
FineMark National Bank & Trust
Florida
$524K -$7.32K -38 -1%
MBT
697
Montecito Bank & Trust
California
$523K -$1.48M -7,700 -74%
Assenagon Asset Management
698
Assenagon Asset Management
Luxembourg
$523K +$84.7K +440 +19%
APP
699
Alpha Paradigm Partners
Illinois
$519K +$156K +808 +43%
CFS
700
CRA Financial Services
New Jersey
$516K +$316K +1,640 +158%