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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
876
Beacon Pointe Advisors
California
$704K +$149K +694 +28%
CGL
877
Clarius Group LLC
Washington
$702K -$30.6K -142 -4%
HSA
878
HBK Sorce Advisory
Pennsylvania
$700K +$8.82K +41 +1%
BHWM
879
Bar Harbor Wealth Management
New Hampshire
$700K -$75.6K -351 -10%
NWMG
880
National Wealth Management Group
Ohio
$697K – – –
PCM
881
Parsons Capital Management
Rhode Island
$694K – – –
MIM
882
Morningstar Investment Management
Illinois
$692K +$668K +3,105 New
AIC
883
Argus Investors Counsel
New York
$685K -$44.8K -208 -6%
WWM
884
Waterway Wealth Management
Texas
$684K +$661K +3,070 New
TCM
885
Teza Capital Management
Illinois
$683K +$659K +3,063 New
SYBT
886
Stock Yards Bank & Trust
Kentucky
$682K +$263K +1,220 +66%
MA
887
MONECO Advisors
Connecticut
$678K – – –
WG
888
Winton Group
United Kingdom
$677K -$2.92M -13,554 -82%
PPWP
889
Premier Path Wealth Partners
New Jersey
$675K +$43.5K +202 +7%
PFG
890
PAX Financial Group
Texas
$667K -$150K -698 -19%
CRC
891
Curi RMB Capital
Illinois
$666K +$643K +2,988 New
FAFN
892
First Affirmative Financial Network
Colorado
$661K -$30.1K -140 -5%
PP
893
Patron Partners
Texas
$660K -$646 -3 -0.1%
CM
894
Castleark Management
Illinois
$660K – – –
HPC
895
HM Payson & Co
Maine
$659K – – –
KAS
896
KPP Advisory Services
Kentucky
$656K +$201K +932 +46%
BWM
897
Baron Wealth Management
Michigan
$656K +$101K +468 +19%
RWM
898
Revisor Wealth Management
Ohio
$655K -$59K -274 -8%
FAIM
899
Financial Advocates Investment Management
Washington
$654K -$111K -518 -15%
SPC
900
Sigma Planning Corp
Michigan
$652K +$36.2K +168 +6%