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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
676
United Capital Financial Advisors
Texas
$361K +$337K +2,529 New
Nomura Holdings
677
Nomura Holdings
Japan
$359K -$727K -5,455 -68%
HSA
678
HBK Sorce Advisory
Pennsylvania
$357K -$132K -989 -28%
SCM
679
Schnieders Capital Management
California
$356K -$13.3K -100 -4%
CCG
680
Coastwise Capital Group
California
$354K -$68.7K -515 -17%
OIA
681
OneDigital Investment Advisors
Kansas
$352K -$2.13K -16 -0.6%
EM
682
Excalibur Management
Massachusetts
$351K -$12.5K -94 -4%
BC
683
Bridgefront Capital
Texas
$351K +$328K +2,460 New
PTC
684
Private Trust Company
Ohio
$350K -$17.2K -129 -5%
CC
685
Courier Capital
New York
$349K
CT
686
Chicago Trust
Illinois
$348K -$34.5K -259 -10%
BHWM
687
Bar Harbor Wealth Management
New Hampshire
$343K +$14.7K +110 +5%
APP
688
Avantax Planning Partners
Iowa
$343K +$8.53K +64 +3%
MWM
689
Mattern Wealth Management
Kansas
$342K
PBC
690
Pavion Blue Capital
California
$342K
FPB
691
First PREMIER Bank
South Dakota
$342K -$36.7K -275 -10%
SC
692
Savant Capital
Illinois
$342K -$14K -105 -4%
PWP
693
Principle Wealth Partners
Connecticut
$341K -$42.7K -320 -12%
BSB
694
Bangor Savings Bank
Maine
$341K
DI
695
DFPG Investments
Utah
$340K -$45.9K -344 -13%
MA
696
Montag & Associates
Georgia
$339K +$118K +883 +59%
ESB
697
Essex Savings Bank
Connecticut
$339K +$36.7K +275 +13%
SCA
698
Snowden Capital Advisors
New York
$338K +$107K +803 +51%
TA
699
TrueWealth Advisors
Alabama
$338K +$400 +3 +0.1%
AWM
700
Apollon Wealth Management
South Carolina
$338K +$25.9K +194 +9%