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Name Holding Trade Value Shares
Change
Change in
Stake
DA
626
Doliver Advisors
Texas
$302K -$13.8K -85 -5%
SFA
627
Sequoia Financial Advisors
Ohio
$301K +$19.3K +119 +7%
PCMC
628
Paragon Capital Management (Colorado)
Colorado
$295K
NQWM
629
Northwest Quadrant Wealth Management
Oregon
$294K -$12.5K -77 -4%
HSA
630
HBK Sorce Advisory
Pennsylvania
$294K +$70.7K +435 +33%
YWP
631
YorkBridge Wealth Partners
New York
$291K +$5.85K +36 +2%
SS
632
Sunbelt Securities
Texas
$291K +$11.1K +68 +4%
VWM
633
Valley Wealth Managers
New Jersey
$288K -$81.3K -500 -23%
VC
634
Veracity Capital
Georgia
$287K +$277K +1,703 New
IAA
635
Independent Advisor Alliance
North Carolina
$286K -$7.15K -44 -3%
GFS
636
GYL Financial Synergies
Connecticut
$285K +$27.3K +168 +11%
OSAM
637
O'Shaughnessy Asset Management
Connecticut
$285K +$275K +1,690 +84,500%
JIP
638
JBJ Investment Partners
South Carolina
$282K +$163 +1 +0.1%
FPS
639
Fieldpoint Private Securities
Connecticut
$282K +$5.85K +36 +2%
ACA
640
Aptus Capital Advisors
Alabama
$282K +$9.59K +59 +4%
NDSI
641
Newman Dignan & Sheerar Inc
Rhode Island
$281K
EW
642
Evoke Wealth
California
$281K +$24.1K +148 +10%
AssetMark Inc
643
AssetMark Inc
California
$280K -$126K -774 -32%
PB
644
Pinnacle Bancorp
Nebraska
$278K -$8.29K -51 -3%
TAM
645
Trillium Asset Management
Massachusetts
$278K
LWM
646
Lyell Wealth Management
California
$276K
FIM
647
Freedom Investment Management
Connecticut
$275K -$35.9K -221 -12%
LCM
648
LVM Capital Management
Michigan
$275K -$1.63K -10 -0.6%
FNBT
649
FineMark National Bank & Trust
Florida
$272K +$19K +117 +8%
CGL
650
Clarius Group LLC
Washington
$271K -$17.4K -107 -6%