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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
651
SignalPoint Asset Management
Missouri
$402K +$20.7K +796 +5%
UCFA
652
United Capital Financial Advisors
Texas
$397K -$125K -4,814 -24%
ST
653
Smithfield Trust
Pennsylvania
$396K -$36.4K -1,400 -8%
SG Americas Securities
654
SG Americas Securities
New York
$390K -$4.21M -161,760 -92%
MG
655
Mather Group
Illinois
$388K -$9.21K -354 -2%
BFA
656
Beaumont Financial Advisors
Massachusetts
$386K – – –
WPW
657
Waldron Private Wealth
Pennsylvania
$385K -$41.8K -1,606 -10%
PK
658
Pflug Koory
Nebraska
$382K -$7.28K -280 -2%
SBH
659
Segall Bryant & Hamill
Illinois
$381K – – –
BWP
660
Baldwin Wealth Partners
Massachusetts
$380K – – –
DAM
661
Delta Asset Management
Tennessee
$379K – – –
AFS
662
Access Financial Services
Minnesota
$379K +$260 +10 +0.1%
IC
663
IEQ Capital
California
$378K +$129K +4,948 +52%
TI
664
Tidal Investments
Wisconsin
$377K +$160K +6,142 +73%
LSAG
665
Lake Street Advisors Group
New Hampshire
$376K -$2.13K -82 -0.6%
EFS
666
Essex Financial Services
Connecticut
$376K – – –
CTC
667
Central Trust Company
Missouri
$371K – – –
ClearBridge Investments
668
ClearBridge Investments
New York
$371K +$9.52K +366 +3%
CT
669
Caldwell Trust
Florida
$368K +$23.4K +900 +7%
WJWM
670
Williams Jones Wealth Management
New York
$367K +$1.09K +42 +0.3%
HSA
671
HBK Sorce Advisory
Pennsylvania
$366K +$70.6K +2,712 +24%
BG
672
Bellevue Group
Switzerland
$364K – – –
MHC
673
Meyer Handelman Company
New York
$364K – – –
PP
674
PrairieView Partners
Minnesota
$364K – – –
WF
675
WoodTrust Financial
Wisconsin
$364K +$130K +5,000 +56%