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Flex
FLEX

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
401
One Wealth Advisors
California
$763K -$99.5K -1,611 -11%
CP
402
Covenant Partners
Tennessee
$751K – – –
CAM
403
Cresset Asset Management
Illinois
$741K – – –
AA
404
Ancora Advisors
Ohio
$738K +$39K +631 +5%
SCM
405
Shelton Capital Management
Colorado
$737K -$85.5K -1,384 -10%
SPC
406
Sigma Planning Corp
Michigan
$723K +$739K +11,965 New
JIC
407
Johnson Investment Counsel
Ohio
$717K – – –
VWM
408
Venturi Wealth Management
Texas
$711K – – –
SIC
409
Samalin Investment Counsel
New York
$705K -$140K -2,273 -16%
RCAG
410
Rehmann Capital Advisory Group
Michigan
$699K -$71.2K -1,153 -9%
RL
411
Retireful LLC
Michigan
$691K -$5.93K -96 -0.8%
SCA
412
Snowden Capital Advisors
New York
$690K -$116K -1,872 -14%
PC
413
PCB Capital
New Jersey
$684K +$700K +11,328 New
BCM
414
Brookstone Capital Management
Illinois
$683K -$73.3K -1,187 -10%
HFS
415
Hantz Financial Services
Michigan
$682K +$329K +5,331 +90%
WIS
416
Wright Investors Service
Connecticut
$682K -$1.61K -26 -0.2%
LBC
417
Lowe Brockenbrough & Co
Virginia
$670K – – –
CIA
418
Concurrent Investment Advisors
Florida
$667K +$397K +6,426 +139%
GT
419
Greenleaf Trust
Michigan
$667K +$2.84K +46 +0.4%
CAMG
420
CWA Asset Management Group
Florida
$663K -$36.6K -593 -5%
DO
421
denkapparat Operations
Germany
$660K – – –
AF
422
Allworth Financial
California
$658K +$24K +389 +4%
HAG
423
HighPoint Advisor Group
Illinois
$656K -$308K -4,991 -31%
OFS
424
OneAscent Financial Services
Alabama
$653K +$183K +2,961 +38%
WPW
425
Waldron Private Wealth
Pennsylvania
$649K +$664K +10,745 New
15 16
17
18 19