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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
501
Beacon Financial Group
Texas
$319K -$1.2K -24 -0.4%
BFS
502
Bradley Foster & Sargent
Connecticut
$319K +$4.57K +91 +1%
FANJ
503
Financial Architects (New Jersey)
New Jersey
$317K -$10.9K -218 -3%
B
504
Bailard
California
$317K +$66.3K +1,321 +26%
HNB
505
Huntington National Bank
Ohio
$316K -$68K -1,356 -18%
FIM
506
Frontier Investment Management
Texas
$316K +$68.4K +1,363 +27%
LB
507
Landmark Bank
Missouri
$315K -$57.6K -1,147 -15%
ACM
508
Allred Capital Management
Texas
$313K -$4.37K -87 -1%
CAN
509
Claraphi Advisory Network
United States
$313K +$28.6K +569 +10%
LNC
510
Lincoln National Corp
Pennsylvania
$306K +$11.6K +231 +4%
VC
511
Voit & Company
Wisconsin
$305K -$16.1K -320 -5%
CWM
512
Cornerstone Wealth Management
Missouri
$304K +$16.7K +332 +6%
S
513
Surevest
California
$298K +$87.4K +1,742 +41%
FNBT
514
FineMark National Bank & Trust
Florida
$297K +$40.2K +802 +16%
DAS
515
Dynamic Advisor Solutions
Arizona
$292K -$102K -2,029 -26%
ACM
516
Ategra Capital Management
Virginia
$291K -$13.2K -263 -4%
GAM
517
Griffin Asset Management
New York
$289K -$542K -10,809 -65%
AssetMark Inc
518
AssetMark Inc
California
$288K +$144K +2,868 +99%
CPA
519
Court Place Advisors
Maryland
$287K -$16.1K -320 -5%
WMA
520
Wealth Management Associates
New Jersey
$286K +$9.03K +180 +3%
GLA
521
Good Life Advisors
Pennsylvania
$283K +$72.4K +1,443 +34%
EFS
522
Essex Financial Services
Connecticut
$280K +$10.8K +215 +4%
WEC
523
Winslow Evans & Crocker
Massachusetts
$278K -$12.1K -242 -4%
Schroder Investment Management Group
524
Schroder Investment Management Group
United Kingdom
$278K +$120K +2,384 +75%
IP
525
Investment Partners
Ohio
$275K -$18.8K -374 -6%