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Name Holding Trade Value Shares
Change
Change in
Stake
SC
626
Savant Capital
Illinois
$728K -$70.3K -580 -11%
FM
627
Foster & Motley
Ohio
$727K -$273K -2,249 -33%
NW
628
NewEdge Wealth
Pennsylvania
$718K -$38.3K -316 -7%
EH
629
Equitable Holdings
New York
$716K +$15.3K +126 +3%
MCM
630
MAI Capital Management
Ohio
$708K +$26.6K +219 +5%
OFS
631
OneAscent Financial Services
Alabama
$700K -$751K -6,190 -59%
MAS
632
Meeder Advisory Services
Ohio
$693K +$106K +872 +26%
VAS
633
Vestmark Advisory Solutions
Massachusetts
$681K -$30.1K -248 -6%
TAFW
634
Tred Avon Family Wealth
Maryland
$678K +$2.67K +22 +0.5%
SI
635
Stephens Inc
Arkansas
$674K -$274K -2,263 -35%
IFS
636
Ifrah Financial Services
Arkansas
$673K -$51.1K -421 -9%
OCA
637
OpenArc Corporate Advisory
Georgia
$667K +$499K +4,118 New
BWM
638
BNC Wealth Management
Oregon
$666K – – –
APG Asset Management
639
APG Asset Management
Netherlands
$664K +$568K +4,683 New
AFG
640
Allegheny Financial Group
Pennsylvania
$662K -$171K -1,408 -26%
BBHC
641
Brown Brothers Harriman & Co
New York
$658K +$99.1K +817 +25%
AG
642
Ascent Group
Virginia
$656K +$491K +4,050 New
SIG
643
Sargent Investment Group
Maryland
$653K +$243 +2 +0%
OIA
644
Oakmont Investment Advisors
Pennsylvania
$651K +$2.3K +19 +0.5%
CAI
645
Capital Advisors Inc
Oklahoma
$651K +$4.97K +41 +1%
KF
646
Krilogy Financial
Missouri
$650K +$4.49K +37 +0.9%
AIC
647
Archer Investment Corporation
Indiana
$648K – – –
CQWA
648
Chokshi & Queen Wealth Advisors
California
$648K – – –
SWASL
649
Spartan Wealth Advisory Services LLC
Michigan
$648K – – –
IA
650
IFP Advisors
Florida
$646K -$265K -2,185 -35%