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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EP Wealth Advisors
California
$285K +$337K +8,604 New
FTWA
402
Fifth Third Wealth Advisors
Ohio
$278K +$1.45K +37 +0.4%
USCWA
403
U.S. Capital Wealth Advisors
Texas
$276K +$53.5K +1,365 +20%
ASN
404
Advisory Services Network
Georgia
$275K +$325K +8,303 New
AFG
405
Allegheny Financial Group
Pennsylvania
$272K -$26.9K -686 -8%
PA
406
Probity Advisors
Texas
$271K -$4.7K -120 -1%
Lido Advisors
407
Lido Advisors
California
$269K +$35.9K +917 +13%
BEI
408
Benjamin Edwards Inc
Missouri
$258K +$306K +7,806 New
ACM
409
Advisors Capital Management
New Jersey
$252K +$23.1K +589 +8%
PS
410
Principal Securities
Iowa
$249K
MWM
411
Modera Wealth Management
New Jersey
$249K -$9.09K -232 -3%
CWM
412
Challenger Wealth Management
California
$248K
MEG
413
Millstone Evans Group
Colorado
$248K
SFS
414
Sowell Financial Services
Arkansas
$246K +$292K +7,450 New
IA
415
IFP Advisors
Florida
$245K +$22.1K +563 +8%
DT
416
Diversified Trust
Tennessee
$237K -$588 -15 -0.2%
KAS
417
Kestra Advisory Services
Texas
$236K -$121K -3,084 -30%
CIM
418
Cambria Investment Management
California
$235K +$279K +7,109 New
HWM
419
HB Wealth Management
Georgia
$234K +$52.6K +1,343 +23%
NWAG
420
Net Worth Advisory Group
Utah
$233K -$103K -2,628 -27%
AWM
421
AE Wealth Management
Kansas
$233K +$276K +7,040 New
DC
422
Davenport & Co
Virginia
$229K +$47K +1,200 +21%
BJL
423
Brighton Jones LLC
Washington
$229K +$6.19K +158 +2%
UCB
424
United Community Bank
South Carolina
$226K +$268K +6,835 New
BIG
425
Brookwood Investment Group
Arizona
$225K +$266K +6,788 New