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Name Holding Trade Value Shares
Change
Change in
Stake
LFGH
1326
Lee Financial Group Hawaii
Hawaii
$787K -$82.6K -1,901 -10%
CFS
1327
CRA Financial Services
New Jersey
$785K +$9.74K +224 +1%
CAM
1328
Cubic Asset Management
Massachusetts
$781K -$67.4K -1,550 -8%
BCM
1329
BTR Capital Management
California
$780K
FNT
1330
First National Trust
Pennsylvania
$776K -$42.8K -985 -6%
IWS
1331
Insight Wealth Strategies
California
$773K +$101K +2,317 +16%
OIA
1332
OneDigital Investment Advisors
Kansas
$770K -$243K -5,586 -25%
SA
1333
Strategic Advisors
New York
$769K -$3.78K -87 -0.5%
RMC
1334
Regis Management Company
California
$765K
PWMG
1335
Prestige Wealth Management Group
New Jersey
$763K +$48.6K +1,118 +7%
FFM
1336
Fullerton Fund Management
Singapore
$761K +$715K +16,450 New
MIM
1337
Montgomery Investment Management
Maryland
$760K -$43.5K -1,000 -6%
TCA
1338
Transcend Capital Advisors
New Jersey
$757K +$237K +5,448 +50%
MFG
1339
Merit Financial Group
Georgia
$755K +$7.87K +181 +1%
9WM
1340
9258 Wealth Management
Ohio
$754K +$45K +1,035 +6%
FNBOSM
1341
First National Bank of South Miami
Florida
$752K +$93.6K +2,153 +15%
ECM
1342
Estabrook Capital Management
New York
$751K +$435 +10 +0.1%
DWM
1343
Dakota Wealth Management
Florida
$750K -$20.8K -478 -3%
AssetMark Inc
1344
AssetMark Inc
California
$749K +$19.1K +439 +3%
MGIA
1345
Moneta Group Investment Advisors
Missouri
$747K +$4.96K +114 +0.7%
BPA
1346
Beacon Pointe Advisors
California
$747K +$17.5K +403 +3%
CBFP
1347
Cedar Brook Financial Partners
Ohio
$747K +$31K +713 +5%
BWM
1348
Buckley Wealth Management
Nevada
$746K -$457K -10,501 -39%
JFGIW
1349
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$745K +$39.6K +910 +6%
GIM
1350
Goelzer Investment Management
Indiana
$741K