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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
751
Summit Financial Strategies
Ohio
$612K – – –
AOI
752
Auto-Owners Insurance
Michigan
$610K – – –
SI
753
Stephens Inc
Arkansas
$608K -$61.1K -336 -9%
JFGLC
754
Johnson Financial Group LLC (Colorado)
Colorado
$602K +$1.82K +10 +0.3%
GWAM
755
Guardian Wealth Advisors (Minnesota)
Minnesota
$601K -$29.6K -163 -4%
AssetMark Inc
756
AssetMark Inc
California
$598K +$96.6K +531 +18%
SCA
757
Stonebridge Capital Advisors
Minnesota
$598K -$6.18K -34 -1%
FTDI
758
First Trust Direct Indexing
Massachusetts
$597K +$19.6K +108 +3%
GIM
759
Goelzer Investment Management
Indiana
$593K +$65.7K +361 +12%
WIC
760
Woodmont Investment Counsel
Tennessee
$592K -$44K -242 -6%
BJL
761
Brighton Jones LLC
Washington
$591K -$32.2K -177 -5%
CFA
762
Cahill Financial Advisors
Minnesota
$588K -$1.46K -8 -0.2%
CA
763
Claro Advisors
Massachusetts
$586K +$39.1K +215 +7%
JFG
764
Jefferies Financial Group
New York
$586K -$407K -2,240 -39%
AWM
765
Apollon Wealth Management
South Carolina
$585K +$48.6K +267 +8%
PCP
766
Pacific Capital Partners
$585K +$628K +3,452 New
PI
767
PFG Investments
New York
$584K -$727 -4 -0.1%
HIS
768
Harvest Investment Services
Illinois
$582K -$31.5K -173 -5%
CC
769
Centiva Capital
New York
$580K +$357K +1,965 +135%
CSPAM
770
Cary Street Partners Asset Management
Virginia
$577K – – –
EWA
771
EP Wealth Advisors
California
$576K -$1.14M -6,290 -65%
BFG
772
Bleakley Financial Group
New Jersey
$576K -$400K -2,202 -39%
SS
773
Simplicity Solutions
Minnesota
$576K -$376K -2,067 -38%
HWAM
774
Hennion & Walsh Asset Management
New Jersey
$574K +$115K +630 +23%
SG
775
Somerset Group
Minnesota
$565K +$364 +2 +0.1%