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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
501
Resonant Capital Advisors
Wisconsin
$234K +$39.8K +476 +19%
PA
502
PFW Advisors
Georgia
$233K
DFA
503
Davies Financial Advisors
California
$231K -$10.7K -128 -4%
O
504
Ossiam
France
$231K +$14.1K +168 +6%
EWM
505
Evercore Wealth Management
New York
$230K -$16.2K -194 -6%
FL
506
Fort LP
Maryland
$229K +$7.53K +90 +3%
S
507
SignatureFD
Georgia
$227K -$58.9K -704 -20%
RWM
508
Revisor Wealth Management
Ohio
$226K -$136K -1,624 -36%
ONB
509
Old National Bancorp
Indiana
$225K -$209K -2,499 -47%
BOSSRA
510
B.O.S.S. Retirement Advisors
Utah
$225K +$238K +2,842 New
DP
511
Dearborn Partners
Illinois
$224K -$6.53K -78 -3%
CWM
512
Cordatus Wealth Management
Pennsylvania
$224K +$236K +2,820 New
SOW
513
State of Wyoming
Wyoming
$222K -$53.1K -635 -18%
IFWM
514
Institute for Wealth Management
Colorado
$220K +$232K +2,779 New
TH
515
TCTC Holdings
Texas
$217K +$669 +8 +0.3%
MSS
516
Mitchell Sinkler & Starr
Pennsylvania
$215K +$218K +2,600 New
SWA
517
Stratos Wealth Advisors
Ohio
$214K -$28.2K -337 -11%
BRWA
518
B. Riley Wealth Advisors
Florida
$211K -$160K -1,918 -42%
ECM
519
Evergreen Capital Management
Washington
$209K +$221K +2,640 New
PA
520
Procyon Advisors
Connecticut
$209K
SF
521
Synovus Financial
Georgia
$208K +$21.1K +252 +11%
GA
522
Geller Advisors
New York
$205K -$753 -9 -0.3%
CAG
523
Crestwood Advisors Group
Massachusetts
$204K +$215K +2,567 New
ZAM
524
Zevin Asset Management
Massachusetts
$202K -$53.5K -640 -20%
UCFA
525
United Capital Financial Advisors
Texas
$202K -$19.1K -228 -8%