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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
526
United Asset Strategies
New York
$232K
FNA
527
First National Advisers
Nebraska
$231K
TYCC
528
Texas Yale Capital Corp
Florida
$230K
CC
529
Callan Capital
California
$230K +$231K +3,733 New
ECM
530
Everence Capital Management
Indiana
$229K +$230K +3,720 New
SFC
531
SYM Financial Corp
Indiana
$227K +$229K +3,696 New
QC
532
Quent Capital
New York
$227K +$10.1K +163 +5%
Lazard Asset Management
533
Lazard Asset Management
New York
$224K
MIM
534
Morningstar Investment Management
Illinois
$222K
KCPG
535
Kavar Capital Partners Group
Kansas
$222K
SSA
536
Schonfeld Strategic Advisors
New York
$222K -$468K -7,568 -68%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$221K -$87.9K -1,421 -28%
EWA
538
EP Wealth Advisors
California
$219K +$19.5K +315 +10%
OFS
539
OneAscent Financial Services
Alabama
$219K +$220K +3,557 New
DC
540
Diametric Capital
Massachusetts
$218K +$219K +3,543 New
Aviva
541
Aviva
United Kingdom
$218K
GT
542
Greenleaf Trust
Michigan
$215K +$3.22K +52 +2%
PFG
543
PAX Financial Group
Texas
$215K +$1.24K +20 +0.6%
KWM
544
Kingsview Wealth Management
Oregon
$214K +$215K +3,470 New
AAS
545
Ameritas Advisory Services
Nebraska
$213K -$5.5K -89 -3%
CWM
546
Cornerstone Wealth Management
Missouri
$212K -$59.7K -965 -22%
WPC
547
Wedmont Private Capital
Pennsylvania
$211K +$217K +3,516 New
GF
548
Gries Financial
Ohio
$210K +$2.78K +45 +1%
MSA
549
MUFG Securities Americas
New York
$209K +$210K +3,395 New
PWA
550
Phoenix Wealth Advisors
North Carolina
$205K -$10.2K -165 -5%