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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Compass Wealth Management
Connecticut
$537K -$4.75K -42 -0.8%
NG
427
Norden Group
Utah
$536K -$42.5K -376 -7%
TFS
428
Thoroughbred Financial Services
Tennessee
$533K -$87.6K -775 -13%
TCA
429
Transcend Capital Advisors
New Jersey
$530K -$21.9K -194 -4%
AWM
430
Aberdeen Wealth Management
Illinois
$530K -$18.8K -166 -3%
BTWM
431
Baker Tilly Wealth Management
Wisconsin
$530K +$149K +1,315 +35%
SSB
432
Sandy Spring Bank
Maryland
$529K -$408K -3,606 -42%
IAS
433
Insigneo Advisory Services
Florida
$527K +$61.5K +544 +12%
MFG
434
Merit Financial Group
Georgia
$526K +$342K +3,024 +151%
VFA
435
Valeo Financial Advisors
Indiana
$526K -$128K -1,132 -4%
BTI
436
Blue Trust Inc
Georgia
$520K +$108K +958 +24%
CL
437
Choreo LLC
Illinois
$520K -$215K -1,906 -28%
Pacer Advisors
438
Pacer Advisors
Pennsylvania
$520K +$26.9K +238 +5%
PWG
439
Portside Wealth Group
Utah
$519K +$36.2K +320 +7%
HAG
440
HighPoint Advisor Group
Illinois
$519K +$87.5K +774 +20%
PFM
441
Potomac Fund Management
Florida
$517K +$71.8K +635 +16%
PA
442
Profund Advisors
Maryland
$509K +$191K +1,693 +54%
GIC
443
Generali Investments CEE
Czech Republic
$508K – – –
CT
444
Colonial Trust
South Carolina
$507K -$103K -911 -16%
RhumbLine Advisers
445
RhumbLine Advisers
Massachusetts
$501K +$33.8K +299 +7%
AWM
446
AE Wealth Management
Kansas
$501K +$4.97K +44 +0.9%
MM
447
MQS Management
New York
$499K +$538K +4,763 New
HHRDM
448
H&H Retirement Design & Management
Nevada
$498K – – –
BFO
449
Boston Family Office
Massachusetts
$498K -$33.9K -300 -6%
PWAM
450
Private Wealth Asset Management
Iowa
$491K +$530K +4,686 New