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Name Holding Trade Value Shares
Change
Change in
Stake
IF
326
Intrua Financial
Texas
$961K -$16.1K -390 -2%
CPBTD
327
Central Pacific Bank - Trust Division
Hawaii
$957K +$930K +22,549 New
V
328
ViaWealth
Kansas
$953K -$26.6K -645 -3%
HCMT
329
Highland Capital Management (Tennessee)
Tennessee
$951K +$1.49K +36 +0.2%
SFA
330
Sequoia Financial Advisors
Ohio
$951K +$41.2K +1,000 +5%
CCG
331
Cloverfields Capital Group
Minnesota
$928K +$17.9K +435 +2%
CIA
332
Choate Investment Advisors
Massachusetts
$924K -$123K -2,987 -12%
NERM
333
New England Research & Management
Illinois
$906K -$20.3K -492 -2%
AF
334
Advisornet Financial
Minnesota
$903K +$13.4K +324 +2%
GFS
335
GYL Financial Synergies
Connecticut
$900K -$17.2K -417 -2%
Alyeska Investment Group
336
Alyeska Investment Group
Illinois
$892K +$858K +20,804 New
LCM
337
Leisure Capital Management
California
$882K -$13.8K -335 -2%
TWD
338
True Wealth Design
Ohio
$882K -$17.4K -423 -2%
DT
339
Diversified Trust
Tennessee
$878K +$844K +20,478 New
MWA
340
Monograph Wealth Advisors
California
$867K +$827K +20,042 New
ORC
341
O'Rourke & Company
Massachusetts
$864K -$119K -2,894 -13%
GC
342
Guggenheim Capital
Illinois
$863K -$33K -799 -4%
Kayne Anderson Rudnick Investment Management
343
Kayne Anderson Rudnick Investment Management
California
$859K -$53.2K -1,291 -6%
AWC
344
Abundance Wealth Counselors
Pennsylvania
$850K +$55.4K +1,343 +7%
LCM
345
Lazari Capital Management
California
$835K -$29.7K -720 -4%
GCM
346
Graham Capital Management
Connecticut
$824K +$793K +19,223 New
MYIA
347
Mount Yale Investment Advisors
Colorado
$821K +$267K +6,481 +51%
CAG
348
Csenge Advisory Group
Florida
$820K +$135K +3,271 +21%
AWM
349
AE Wealth Management
Kansas
$817K -$1.32M -32,020 -63%
VFA
350
Voya Financial Advisors
Connecticut
$816K +$50.5K +1,224 +7%