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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
551
Nations Financial Group
Iowa
$771K -$11.7K -73 -2%
WKWM
552
Walter & Keenan Wealth Management
Indiana
$769K +$710K +4,440 New
VNA
553
Valley National Advisers
Pennsylvania
$768K -$165K -1,031 -19%
OBGC
554
O'Brien Greene & Co
Pennsylvania
$764K -$58.5K -366 -8%
IP
555
Intellectus Partners
California
$746K +$799 +5 +0.1%
SP
556
Symmetry Partners
Connecticut
$740K +$1.76K +11 +0.3%
Atlantic Union Bankshares
557
Atlantic Union Bankshares
Virginia
$736K – – –
IPW
558
Inlet Private Wealth
Florida
$731K – – –
CT
559
Coastline Trust
Rhode Island
$720K -$65.5K -410 -9%
SRAM
560
Stone Ridge Asset Management
New York
$713K -$288K -1,800 -30%
SFG
561
SevenBridge Financial Group
Pennsylvania
$712K -$40.1K -251 -6%
MUFG Americas
562
MUFG Americas
New York
$710K -$185K -1,159 -22%
FC
563
FORA Capital
Florida
$709K +$654K +4,095 New
CBN
564
Cadence Bank NA
Texas
$676K +$79.6K +498 +15%
Impax Asset Management Group
565
Impax Asset Management Group
United Kingdom
$675K +$3.68K +23 +0.6%
CC
566
Cypress Capital
Tennessee
$672K +$620K +3,881 New
Empirical Wealth Management
567
Empirical Wealth Management
Washington
$671K +$141K +885 +30%
EM
568
ELCO Management
New York
$666K -$2.08K -13 -0.3%
Walleye Capital
569
Walleye Capital
New York
$666K +$615K +3,846 New
F.L. Putnam Investment Management
570
F.L. Putnam Investment Management
Massachusetts
$665K +$138K +863 +29%
NFG
571
NewFocus Financial Group
Washington
$655K +$257K +1,609 +74%
NWP
572
Northstar Wealth Partners
Connecticut
$649K +$599K +3,751 New
Mission Wealth Management
573
Mission Wealth Management
California
$647K -$3.68K -23 -0.6%
Vestcor Inc
574
Vestcor Inc
New Brunswick, Canada
$647K +$72.7K +455 +14%
Parallel Advisors
575
Parallel Advisors
California
$646K -$35.6K -223 -6%