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Name Holding Trade Value Shares
Change
Change in
Stake
MG
776
Mather Group
Illinois
$761K +$60.2K +348 +8%
JA
777
JVL Associates
Michigan
$761K +$69.9K +404 +10%
KTM
778
Keeler Thomas Management
Utah
$760K +$123K +714 +19%
TWM
779
Trueblood Wealth Management
Ohio
$755K -$329K -1,901 -30%
EAN
780
Excelsior Advisor Network
Colorado
$752K +$765K +4,423 New
BJL
781
Brighton Jones LLC
Washington
$748K -$173K -1,000 -19%
ECM
782
Evergreen Capital Management
Washington
$748K -$127K -735 -14%
CCP
783
Cushing Capital Partners
Wisconsin
$745K -$54.6K -316 -7%
IFWM
784
Institute for Wealth Management
Colorado
$745K +$64.1K +371 +9%
DE
785
Diversified Enterprises
Delaware
$744K -$273K -1,579 -27%
BCV
786
Banque Cantonale Vaudoise
Switzerland
$743K -$294K -1,698 -28%
BAM
787
Blueshift Asset Management
New Jersey
$729K +$348K +2,010 +88%
DIA
788
Dana Investment Advisors
Wisconsin
$727K +$739K +4,275 New
VFA
789
Valeo Financial Advisors
Indiana
$726K -$14.9K -86 -2%
GAM
790
Groupama Asset Management
France
$726K +$1.9K +11 +0.3%
FTWA
791
Fifth Third Wealth Advisors
Ohio
$721K -$46.2K -267 -6%
EB
792
Eastern Bank
Massachusetts
$718K – – –
PGFC
793
Peapack-Gladstone Financial Corp
New Jersey
$714K +$40.3K +233 +6%
CB
794
Centennial Bank
Arkansas
$711K -$3.29K -19 -0.5%
SCM
795
SCS Capital Management
Massachusetts
$711K +$1.9K +11 +0.3%
LHWM
796
Lake Hills Wealth Management
Texas
$708K – – –
SCA
797
Snowden Capital Advisors
New York
$706K -$310K -1,791 -30%
Group One Trading
798
Group One Trading
Illinois
$705K -$147K -853 -17%
PF
799
Phoenix Financial
Israel
$703K +$143K +827 +25%
DADC
800
D.A. Davidson & Co
Montana
$703K +$59K +341 +9%