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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
776
Aptus Capital Advisors
Alabama
$487K +$131K +10,767 +42%
SIS
777
Sound Income Strategies
Florida
$487K +$207K +17,047 +87%
VCM
778
Virtue Capital Management
Tennessee
$482K -$118K -9,731 -20%
Financial Engines Advisors
779
Financial Engines Advisors
California
$481K -$34K -2,802 -7%
AP
780
Appleton Partners
Massachusetts
$480K -$46.7K -3,855 -10%
MIP
781
Marietta Investment Partners
Wisconsin
$478K
FHC
782
First Heartland Consultants
Missouri
$478K +$5.63K +464 +1%
GF
783
Gries Financial
Ohio
$476K +$435K +35,853 New
RWMG
784
Redwood Wealth Management Group
New Jersey
$475K -$8.53K -704 -2%
NCM
785
Narwhal Capital Management
Georgia
$474K -$230K -19,000 -35%
RWM
786
RKL Wealth Management
Pennsylvania
$469K -$752 -62 -0.2%
SFG
787
Sovereign Financial Group
Connecticut
$467K +$255K +21,052 +149%
AWA
788
Acorn Wealth Advisors
Michigan
$467K -$67.5K -5,570 -14%
MGIA
789
Moneta Group Investment Advisors
Missouri
$467K +$122K +10,027 +40%
HA
790
Herold Advisors
New York
$466K -$74.8K -6,174 -15%
ICM
791
III Capital Management
Florida
$465K +$424K +35,000 New
PIA
792
Powell Investment Advisors
Florida
$463K +$533 +44 +0.1%
MCC
793
Malaga Cove Capital
California
$462K
SMH
794
Sanders Morris Harris
Texas
$462K +$422K +34,816 New
MWA
795
Monograph Wealth Advisors
California
$458K +$418K +34,516 New
TC
796
TAP Consulting
Missouri
$456K +$40.5K +3,338 +11%
OR
797
Olympiad Research
Connecticut
$455K +$415K +34,233 New
FFWM
798
Future Financial Wealth Management
Ohio
$455K +$25.5K +2,103 +7%
NB
799
Northwest Bancshares
Pennsylvania
$452K -$9.02K -744 -2%
KA
800
Klingman & Associates
New York
$450K -$16.9K -1,390 -4%