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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
501
SageView Advisory Group
California
$605K -$25.2K -428 -4%
FHA
502
Flagship Harbor Advisors
Massachusetts
$601K +$2K +34 +0.4%
Focus Partners Wealth
503
Focus Partners Wealth
Massachusetts
$598K +$222K +3,772 +71%
VIM
504
Vinva Investment Management
Australia
$597K +$44.2K +750 +9%
AWA
505
Arkadios Wealth Advisors
Georgia
$595K +$42.2K +716 +9%
CBB
506
Citizens Business Bank
California
$592K -$12.7K -216 -2%
Jones Financial Companies
507
Jones Financial Companies
Missouri
$591K +$274K +4,642 +106%
SCI
508
S&CO Inc
Massachusetts
$590K – – –
HNB
509
Huntington National Bank
Ohio
$570K +$48.8K +828 +11%
BCI
510
Brinker Capital Investments
Pennsylvania
$567K +$25.5K +432 +5%
OPS
511
Orion Portfolio Solutions
Nebraska
$567K +$25.5K +432 +5%
DFG
512
Demars Financial Group
Washington
$567K +$4.48K +76 +0.9%
FDCDDQ
513
Federation des caisses Desjardins du Quebec
Quebec, Canada
$565K +$6.84K +116 +1%
BMSSC
514
B. Metzler seel. Sohn & Co
Germany
$564K – – –
JF
515
Jump Financial
Illinois
$563K -$4.82M -81,770 -91%
SF
516
Synovus Financial
Georgia
$562K +$221K +3,750 +78%
CPC
517
Cookson Peirce & Co
Pennsylvania
$562K +$252K +4,272 +100%
IF
518
Intrua Financial
Texas
$559K -$36.2K -614 -7%
SCA
519
Snowden Capital Advisors
New York
$558K +$30.5K +518 +7%
T. Rowe Price Investment Management
520
T. Rowe Price Investment Management
Maryland
$551K +$97.6K +1,656 +25%
FTDI
521
First Trust Direct Indexing
Massachusetts
$551K -$6.95K -118 -1%
N
522
Natixis
France
$548K -$10.2M -173,362 -95%
CB
523
Cadence Bank
Mississippi
$546K +$44.6K +756 +10%
DCM
524
DGS Capital Management
New Jersey
$545K +$74K +1,256 +18%
HWM
525
HB Wealth Management
Georgia
$543K +$39K +662 +9%