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Name Holding Trade Value Shares
Change
Change in
Stake
BJL
651
Brighton Jones LLC
Washington
$684K +$180K +13,305 +37%
IAS
652
Insigneo Advisory Services
Florida
$681K +$53.1K +3,936 +9%
NS
653
NBC Securities
Alabama
$681K +$12.2K +903 +2%
AssetMark Inc
654
AssetMark Inc
California
$679K +$70.2K +5,202 +12%
TBT
655
Texas Bank & Trust
Texas
$679K – – –
RIM
656
Redwood Investment Management
Arizona
$677K -$105K -7,807 -14%
LAM
657
LECAP Asset Management
United Kingdom
$677K +$657K +48,690 New
SPA
658
Sentinel Pension Advisors
Massachusetts
$676K -$27K -2,000 -4%
SAG
659
SageView Advisory Group
California
$674K -$107K -7,939 -14%
OAM
660
Occidental Asset Management
California
$672K +$3.68K +273 +0.6%
PPWM
661
Paragon Private Wealth Management
Kentucky
$671K +$205K +15,183 +46%
TWP
662
Triad Wealth Partners
Kansas
$668K +$5.69K +422 +0.9%
CWM
663
Cedar Wealth Management
California
$667K – – –
AWM
664
Accurate Wealth Management
Florida
$667K -$756 -56 -0.1%
CFG
665
Citizens Financial Group
Rhode Island
$662K +$249K +18,429 +63%
AB
666
Atlas Brown
Kentucky
$660K +$688 +51 +0.1%
AAS
667
Ameritas Advisory Services
Nebraska
$660K -$757K -56,112 -54%
AU
668
AlphaGrep UK
$659K +$28K +2,075 +5%
EB
669
Eastern Bank
Massachusetts
$652K – – –
TAM
670
Trust Asset Management
Texas
$649K – – –
SC
671
Searle & Co
Connecticut
$648K +$499 +37 +0.1%
FTWA
672
Fifth Third Wealth Advisors
Ohio
$647K +$12K +893 +2%
FWM
673
Forteris Wealth Management
New York
$643K – – –
MWM
674
Maripau Wealth Management
Indiana
$642K -$5.71K -423 -0.9%
SCA
675
Snowden Capital Advisors
New York
$637K +$90.9K +6,738 +17%