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Name Holding Trade Value Shares
Change
Change in
Stake
FM
726
Family Management
New York
$525K +$30.2K +283 +6%
BFS
727
Bradley Foster & Sargent
Connecticut
$523K -$108K -1,011 -18%
AAM
728
Advisors Asset Management
Colorado
$523K -$82.6K -774 -14%
MG
729
Mather Group
Illinois
$521K +$16K +150 +3%
FCP
730
Fidelis Capital Partners
Florida
$521K +$5.23K +49 +1%
HSA
731
HBK Sorce Advisory
Pennsylvania
$518K +$11.8K +111 +2%
JCIA
732
Jackson Creek Investment Advisors
Colorado
$515K -$173K -1,619 -26%
EH
733
Equitable Holdings
New York
$508K -$3.79M -35,494 -89%
Point72 Asset Management
734
Point72 Asset Management
Connecticut
$503K +$480K +4,500 New
DSC
735
Duncker Streett & Co
Missouri
$500K – – –
CIAS
736
Capital Investment Advisory Services
North Carolina
$499K +$24.8K +232 +5%
SL
737
Sentinus LLC
Illinois
$499K -$88.5K -829 -16%
PI
738
PFG Investments
New York
$493K -$65.4K -613 -12%
JSSH
739
J. Safra Sarasin Holding
$490K +$468K +4,384 New
MA
740
Montag & Associates
Georgia
$486K – – –
ISL
741
Ingalls & Snyder LLC
New York
$482K – – –
GWCM
742
Godshalk Welsh Capital Management
Pennsylvania
$481K – – –
HAS
743
HBW Advisory Services
California
$480K +$3.2K +30 +0.7%
CHJWM
744
Carlton Hofferkamp & Jenks Wealth Management
Texas
$477K – – –
MWM
745
Maridea Wealth Management
New York
$475K +$61.2K +574 +16%
PCP
746
Proficio Capital Partners
Massachusetts
$475K +$453K +4,247 New
CI
747
Cigna Investments
Connecticut
$465K -$19.5K -183 -4%
FWM
748
Forza Wealth Management
Florida
$462K – – –
PFT
749
Providence First Trust
Arizona
$460K +$439K +4,115 New
RFC
750
Regions Financial Corp
Alabama
$459K -$1.71K -16 -0.4%