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Name Holding Trade Value Shares
Change
Change in
Stake
SA
676
Strategic Advocates
Utah
$432K +$38K +1,079 +10%
NSIM
677
North Star Investment Management
Illinois
$429K
PFPT
678
Pinnacle Financial Partners (Tennessee)
Tennessee
$429K +$13.4K +379 +3%
SIG
679
Stonegate Investment Group
Alabama
$427K +$195K +5,533 +87%
ET
680
Equitable Trust
Tennessee
$426K
BC
681
Burney Company
Virginia
$423K
Empower Advisory Group
682
Empower Advisory Group
Colorado
$422K -$6.06K -172 -1%
AG
683
AIA Group
Hong Kong
$419K
CI
684
CX Institutional
Indiana
$415K -$226K -6,404 -36%
CWM
685
Congress Wealth Management
Massachusetts
$415K +$408K +11,571 New
FFM
686
Forum Financial Management
Illinois
$413K -$2.11K -60 -0.5%
BCWM
687
Bartlett & Co Wealth Management
Ohio
$413K
AWM
688
Avior Wealth Management
Nebraska
$413K +$66.9K +1,898 +20%
DADC
689
D.A. Davidson & Co
Montana
$412K -$521K -14,795 -56%
MIC
690
Meridian Investment Counsel
California
$409K -$33.3K -945 -8%
TAM
691
Tocqueville Asset Management
New York
$409K +$45.2K +1,283 +13%
MLA
692
My Legacy Advisors
Oregon
$408K -$76.6K -2,175 -16%
TCWM
693
Total Clarity Wealth Management
Illinois
$404K +$397K +11,255 New
TSS
694
Two Sigma Securities
New York
$401K -$121K -3,440 -24%
GVAG
695
Great Valley Advisor Group
Delaware
$401K +$28.7K +814 +8%
HSA
696
HBK Sorce Advisory
Pennsylvania
$400K -$26.7K -757 -6%
MMPW
697
Mitchell McLeod Pugh & Williams
Alabama
$400K
IIM
698
Ironwood Investment Management
Massachusetts
$398K -$14.9K -422 -4%
FP
699
Foundry Partners
Minnesota
$397K -$24.7K -700 -6%
LFG
700
Larson Financial Group
Missouri
$397K -$266K -7,554 -41%