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Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
1026
Westfield Capital Management
Massachusetts
$629K
DFG
1027
Delta Financial Group
New Jersey
$628K
SFS
1028
Sowell Financial Services
Arkansas
$628K +$578K +1,408 New
BG
1029
Bahl & Gaynor
Ohio
$628K -$105K -255 -15%
HFG
1030
Heron Financial Group
New York
$625K +$33.7K +82 +6%
AA
1031
Ancora Advisors
Ohio
$625K -$27.1K -66 -4%
IAN
1032
Integrated Advisors Network
Texas
$622K +$41.9K +102 +8%
KPWS
1033
Kestra Private Wealth Services
Texas
$621K -$1.21M -2,945 -68%
JFG
1034
Jefferies Financial Group
New York
$620K -$1.23M -3,008 -68%
KWM
1035
Kolinsky Wealth Management
New Jersey
$618K +$18.5K +45 +3%
TW
1036
TrinityPoint Wealth
Connecticut
$617K -$3.28K -8 -0.6%
CCA
1037
Conestoga Capital Advisors
Pennsylvania
$615K +$16.4K +40 +3%
Wealth Enhancement Advisory Services
1038
Wealth Enhancement Advisory Services
Minnesota
$615K +$566K +1,379 New
LFAS
1039
Level Four Advisory Services
Texas
$614K +$131K +320 +30%
ACL
1040
Applied Capital LLC
Florida
$612K +$26.3K +64 +5%
RWPA
1041
Richard W. Paul & Associates
Michigan
$610K +$50.5K +123 +10%
EB
1042
Eastern Bank
Massachusetts
$607K +$1.64K +4 +0.3%
AWM
1043
Act Wealth Management
Texas
$607K +$4.52K +11 +0.8%
HPM
1044
Hoxton Planning & Management
West Virginia
$606K -$46K -112 -8%
EFG
1045
Everhart Financial Group
Ohio
$605K +$213K +519 +62%
IWC
1046
Integrated Wealth Concepts
Massachusetts
$604K +$139K +339 +33%
ACM
1047
Advisors Capital Management
New Jersey
$601K -$38.2K -93 -6%
MIA
1048
MMBG Investment Advisors
Florida
$600K
CAG
1049
Crestwood Advisors Group
Massachusetts
$598K -$30K -73 -5%
FPCG
1050
Fort Pitt Capital Group
Pennsylvania
$598K -$75.5K -184 -12%