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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
801
Forum Financial Management
Illinois
$408K -$28.7K -512 -6%
PCA
802
Prosperity Capital Advisors
Ohio
$408K +$2.57K +46 +0.6%
MGIA
803
Moneta Group Investment Advisors
Missouri
$404K -$58.3K -1,041 -11%
OIA
804
OneDigital Investment Advisors
Kansas
$402K -$98.2K -1,754 -18%
P
805
Pitcairn
Pennsylvania
$401K -$88.5K -1,582 -16%
FHA
806
First Horizon Advisors
Tennessee
$401K -$133K -2,384 -23%
NP
807
NorthRock Partners
Minnesota
$395K -$55.9K -998 -11%
PFP
808
Paragon Financial Partners
California
$393K – – –
IIM
809
Ipswich Investment Management
Massachusetts
$392K – – –
VWM
810
Venturi Wealth Management
Texas
$391K -$129K -2,302 -22%
Twin Tree Management
811
Twin Tree Management
Texas
$391K -$6.18M -110,486 -93%
EFSCE
812
Enterprise Financial Services Corp (EFSC)
Missouri
$390K -$6.6K -118 -1%
SFG
813
Sunburst Financial Group
Alabama
$390K +$134K +2,401 +43%
MPWT
814
MassMutual Private Wealth & Trust
Connecticut
$388K -$4.03K -72 -0.9%
RCAG
815
Rehmann Capital Advisory Group
Michigan
$388K -$15.1K -269 -3%
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$385K +$25.7K +460 +6%
FHA
817
Flagship Harbor Advisors
Massachusetts
$384K +$205K +3,664 +88%
PWG
818
Portside Wealth Group
Utah
$383K -$330K -5,898 -43%
SC
819
Savant Capital
Illinois
$381K -$24.2K -433 -5%
PCFFS
820
Pacific Center for Financial Services
California
$379K – – –
OWA
821
Outlook Wealth Advisors
Texas
$379K -$9.18K -164 -2%
JFGIW
822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$377K -$2.57K -46 -0.6%
BWM
823
BlackDiamond Wealth Management
New York
$377K +$9.85K +176 +2%
WB
824
WesBanco Bank
West Virginia
$376K +$168K +3,007 +65%
JCM
825
Jacobi Capital Management
Pennsylvania
$375K +$125K +2,233 +41%