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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
701
Concourse Financial Group Securities
Alabama
$386K +$62.1K +1,398 +18%
P
702
Pitcairn
Pennsylvania
$385K +$37.7K +849 +10%
PF
703
Prosperitas Financial
California
$385K +$397K +8,929 New
DWT
704
Dorsey & Whitney Trust
South Dakota
$379K -$6.31K -142 -2%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$378K -$60.1K -1,351 -13%
AIM
706
Aigen Investment Management
New York
$371K +$383K +8,621 New
ECM
707
Evergreen Capital Management
Washington
$366K +$4.53K +102 +1%
IPAM
708
ICICI Prudential Asset Management
India
$366K +$89.1K +2,004 +31%
MG
709
Mather Group
Illinois
$365K -$3.42K -77 -0.9%
LA
710
Legacy Advisors
Pennsylvania
$365K +$4.22K +95 +1%
Lido Advisors
711
Lido Advisors
California
$364K +$50.9K +1,145 +16%
MLL
712
Moody Lynn & Lieberson
Massachusetts
$359K -$7.16K -161 -2%
SFS
713
Stiles Financial Services
Minnesota
$357K +$17.1K +385 +5%
BJL
714
Brighton Jones LLC
Washington
$357K +$5.6K +126 +2%
HH
715
Hilltop Holdings
Texas
$355K -$404K -9,077 -52%
ONGA
716
O'Neil Global Advisors
California
$354K -$294K -6,619 -45%
BFA
717
Beaumont Financial Advisors
Massachusetts
$352K +$311 +7 +0.1%
AWAU
718
Alliance Wealth Advisors (Utah)
Utah
$352K -$117K -2,638 -24%
HWAM
719
Hennion & Walsh Asset Management
New Jersey
$352K +$363K +8,166 New
DFG
720
Delta Financial Group
New Jersey
$348K +$359K +8,068 New
PFP
721
Paragon Financial Partners
California
$345K
CS
722
Comerica Securities
Michigan
$344K +$5.25K +118 +1%
RTC
723
Riverview Trust Company
Washington
$343K
EWA
724
EP Wealth Advisors
California
$341K +$104K +2,332 +42%
GA
725
Geller Advisors
New York
$339K +$24.4K +548 +7%