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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
701
Legacy Financial Advisors
Kentucky
$579K -$4.88K -21 -0.8%
CG
702
Clifford Group
Massachusetts
$578K -$8.13K -35 -1%
MG
703
Mather Group
Illinois
$576K -$36.2K -156 -6%
GAM
704
Groupama Asset Management
France
$576K +$739K +3,185 New
BG
705
Bahl & Gaynor
Ohio
$573K – – –
AssetMark Inc
706
AssetMark Inc
California
$571K +$149K +641 +34%
BOS
707
Bank of Stockton
California
$567K -$29.3K -126 -5%
WSFS
708
Wilmington Savings Fund Society
Delaware
$566K +$584K +2,515 New
GM
709
GeoWealth Management
Illinois
$564K +$42K +181 +8%
MCP
710
Martin Capital Partners
Oregon
$563K -$224K -966 -28%
UAML
711
US Asset Management LLC
Pennsylvania
$562K -$2.32K -10 -0.4%
C1AG
712
Client 1st Advisory Group
Florida
$561K -$99.4K -428 -15%
I
713
InceptionR
California
$557K +$64.8K +279 +13%
ACM
714
Advisors Capital Management
New Jersey
$554K +$29.5K +127 +5%
RFG
715
Range Financial Group
Oregon
$550K -$1.27M -5,469 -69%
CIC
716
Cutler Investment Counsel
Oregon
$549K – – –
EWM
717
Evercore Wealth Management
New York
$549K -$4.64K -20 -0.8%
OAM
718
Oxford Asset Management
United Kingdom
$549K +$566K +2,439 New
TCM
719
Teza Capital Management
Illinois
$546K -$1.47M -6,315 -72%
JAG
720
Journey Advisory Group
Kentucky
$543K – – –
FMC
721
First Merchants Corp
Indiana
$543K -$12.1K -52 -2%
AWA
722
Arete Wealth Advisors
Illinois
$541K +$26.2K +113 +5%
RGC
723
Roberts, Glore & Co
Illinois
$541K -$5.34K -23 -0.9%
QWM
724
Quadcap Wealth Management
Texas
$541K -$43.6K -188 -7%
NP
725
NorthRock Partners
Minnesota
$538K +$15.8K +68 +3%