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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
451
Boston Family Office
Massachusetts
$709K
SAG
452
SageView Advisory Group
California
$703K -$185K -1,420 -22%
RWM
453
Ritholtz Wealth Management
New York
$695K -$434K -3,338 -40%
MSS
454
Mitchell Sinkler & Starr
Pennsylvania
$688K -$39K -300 -6%
SWP
455
Stratos Wealth Partners
Ohio
$683K -$45.9K -353 -7%
SCI
456
Stableford Capital II
Arizona
$683K +$5.85K +45 +0.9%
CHJWM
457
Carlton Hofferkamp & Jenks Wealth Management
Texas
$682K -$49.3K -379 -6%
PA
458
Parallel Advisors
California
$676K -$156K -1,200 -20%
LI
459
LMCG Investments
Massachusetts
$675K -$130 -1 -0%
PWG
460
Portside Wealth Group
Utah
$674K +$1.17K +9 +0.2%
HHRDM
461
H&H Retirement Design & Management
Nevada
$672K -$34.2K -263 -5%
Pacer Advisors
462
Pacer Advisors
Pennsylvania
$669K -$780 -6 -0.1%
AWM
463
AE Wealth Management
Kansas
$656K +$218K +1,679 +56%
FCM
464
Fourpath Capital Management
Oklahoma
$651K +$603K +4,640 New
LA
465
LVW Advisors
New York
$651K +$26.6K +205 +5%
HWA
466
Heritage Wealth Advisors
Virginia
$649K -$188K -1,445 -24%
ACGA
467
Atlanta Consulting Group Advisors
Georgia
$648K +$600K +4,614 New
QWP
468
Quotient Wealth Partners
Texas
$645K -$97.6K -751 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
469
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$641K +$316K +2,428 +113%
ECM
470
Evergreen Capital Management
Washington
$639K -$69K -531 -11%
HC
471
Henshaw Capital
Massachusetts
$629K +$582K +4,479 New
ONB
472
Old National Bancorp
Indiana
$621K +$22.6K +174 +4%
EFS
473
Essex Financial Services
Connecticut
$616K +$1.82K +14 +0.3%
BTI
474
Blue Trust Inc
Georgia
$612K +$207K +1,593 +49%
PSP
475
Principal Street Partners
Tennessee
$611K +$314K +2,418 +100%