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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
526
Cetera Trust Company
Minnesota
$414K +$3.17K +60 +0.8%
FPAS
527
Focus Partners Advisor Solutions
Missouri
$411K +$20K +379 +5%
AWM
528
Aprio Wealth Management
Georgia
$410K +$7.56K +143 +2%
KFGK
529
Keystone Financial Group (Kentucky)
Kentucky
$408K -$22.5K -425 -5%
JF
530
JMN Financial
Ohio
$407K +$21.6K +409 +6%
NI
531
Natural Investments
California
$405K +$11.2K +211 +3%
EFS
532
Essex Financial Services
Connecticut
$403K +$31.4K +593 +8%
AWMM
533
Aegis Wealth Management (Maryland)
Maryland
$403K -$1.69K -32 -0.4%
GT
534
Glenview Trust
Kentucky
$397K – – –
HAG
535
HF Advisory Group
Maryland
$397K +$13.7K +259 +4%
BFC
536
Bedel Financial Consulting
Indiana
$396K – – –
APP
537
Avantax Planning Partners
Iowa
$396K -$19.3K -364 -5%
SWMP
538
Signature Wealth Management Partners
New Jersey
$393K – – –
SFS
539
Sowell Financial Services
Arkansas
$393K +$15.2K +288 +4%
SL
540
Sentry LLC
Tennessee
$391K – – –
TL
541
Tradewinds LLC
North Carolina
$390K -$74.1K -1,402 -32%
CCA
542
Cravens & Co Advisors
Tennessee
$388K -$18.6K -351 -5%
LMFP
543
Larry Mathis Financial Planning
Arizona
$384K +$387K +7,318 New
CCM
544
Coldstream Capital Management
Washington
$381K -$386K -7,307 -50%
MO
545
McMillan Office
Michigan
$380K – – –
CCM
546
Causeway Capital Management
California
$375K -$209K -3,947 -36%
HH
547
Hilltop Holdings
Texas
$374K +$26.3K +498 +7%
SCA
548
Snowden Capital Advisors
New York
$372K +$19.3K +365 +5%
RWM
549
RKL Wealth Management
Pennsylvania
$371K – – –
JIC
550
Joel Isaacson & Co
New York
$369K +$83.7K +1,582 +29%