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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
726
Cypress Capital Group
Florida
$539K -$780K -3,768 -59%
GWSG
727
GPS Wealth Strategies Group
Colorado
$538K -$56.3K -272 -9%
CAM
728
Carret Asset Management
New York
$535K – – –
SCM
729
Schnieders Capital Management
California
$531K – – –
EWM
730
Empirical Wealth Management
Washington
$529K -$8.28K -40 -2%
PBO
731
Peoples Bank (Ohio)
Ohio
$524K -$131K -635 -20%
AP
732
Appleton Partners
Massachusetts
$522K -$12.4K -60 -2%
MAWCM
733
Mine & Arao Wealth Creation & Management
California
$517K -$3.1K -15 -0.6%
AF
734
Allworth Financial
California
$511K +$1.86K +9 +0.4%
FF
735
FourThought Financial
Florida
$511K +$524K +2,533 New
CPSAC
736
Chas P. Smith & Associates (CPS)
Florida
$510K – – –
WIC
737
Woodmont Investment Counsel
Tennessee
$510K +$14.5K +70 +3%
SLWA
738
San Luis Wealth Advisors
California
$510K +$523K +2,527 New
IAIM
739
International Assets Investment Management
Florida
$505K -$116K -559 -18%
CG
740
Colony Group
Massachusetts
$502K -$1.53M -7,415 -75%
PBC
741
Pavion Blue Capital
California
$499K – – –
BWP
742
Baldwin Wealth Partners
Massachusetts
$497K – – –
OFG
743
OmniStar Financial Group
North Carolina
$496K +$22.3K +108 +5%
Vanguard Personalized Indexing Management
744
Vanguard Personalized Indexing Management
California
$494K +$28.1K +136 +6%
CA
745
CapWealth Advisors
Tennessee
$492K -$9.31K -45 -2%
OSAM
746
O'Shaughnessy Asset Management
Connecticut
$491K -$167K -805 -25%
WA
747
WBH Advisory
Maryland
$490K – – –
SB
748
Strategic Blueprint
Georgia
$486K +$498K +2,407 New
QCG
749
Quadrant Capital Group
Ohio
$485K +$58.8K +284 +13%
PM
750
Parametrica Management
Hong Kong
$485K +$497K +2,402 New