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Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
1601
Future Financial Wealth Management
Ohio
$382K +$366K +3,170 New
CIA
1602
Cohen Investment Advisors
New Hampshire
$382K +$367K +3,177 New
VAS
1603
Vestmark Advisory Solutions
Massachusetts
$381K -$10.1K -87 -3%
PA
1604
Planning Alternatives
Michigan
$380K
DSN
1605
D. Scott Neal
Kentucky
$380K +$113K +982 +45%
VAG
1606
VisionPoint Advisory Group
Texas
$379K -$293K -2,531 -45%
BFA
1607
Brendel Financial Advisors
New Hampshire
$379K
PAS
1608
Professional Advisory Services
Florida
$379K
XF
1609
XML Financial
Maryland
$379K +$65.1K +563 +22%
SRSA
1610
S.R. Schill & Associates
Washington
$378K
WHG
1611
Westwood Holdings Group
Texas
$378K
BPCE
1612
Bank Pictet & Cie (Europe)
Germany
$378K +$363K +3,138 New
SCA
1613
SMH Capital Advisors
Texas
$377K +$2.2K +19 +0.6%
CCG
1614
Chatham Capital Group
Georgia
$373K
OCM
1615
One Capital Management
California
$371K +$79.6K +689 +29%
PWM
1616
Paulson Wealth Management
Illinois
$370K +$22.8K +197 +7%
LCP
1617
Legacy Capital Partners
Wisconsin
$369K
VF
1618
Virtu Financial
New York
$369K +$355K +3,069 New
EARNEST Partners
1619
EARNEST Partners
Georgia
$367K -$2.9M -25,122 -89%
WCAMG
1620
Woodard & Company Asset Management Group
North Carolina
$367K -$24.2K -209 -6%
WCM
1621
Whitener Capital Management
North Carolina
$367K +$3.93K +34 +1%
GM
1622
GeoWealth Management
Illinois
$367K +$61.9K +536 +22%
HI
1623
Hoey Investments
Pennsylvania
$365K -$29.5K -255 -8%
CB
1624
CNB Bank
Pennsylvania
$365K -$17.7K -153 -5%
ICM
1625
IMS Capital Management
Oregon
$364K -$421K -3,640 -55%