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Name Holding Trade Value Shares
Change
Change in
Stake
GL
1026
Graypoint LLC
New York
$712K +$18K +41 +3%
JWA
1027
JFS Wealth Advisors
Pennsylvania
$709K
PFG
1028
PAX Financial Group
Texas
$706K -$63.1K -144 -9%
FFN
1029
Focus Financial Network
Minnesota
$704K
HWA
1030
Heritage Wealth Advisors
Virginia
$703K -$12.7K -29 -2%
OLA
1031
Oliver Luxxe Assets
New Jersey
$699K
BSC
1032
Brown Shipley & Co
United Kingdom
$696K +$302K +689 +83%
RWPA
1033
Richard W. Paul & Associates
Michigan
$695K +$65.7K +150 +11%
CPA
1034
Cardiff Park Advisors
California
$692K
VA
1035
Valmark Advisers
Ohio
$690K +$1.75K +4 +0.3%
ICG
1036
InterOcean Capital Group
Tennessee
$685K -$363K -828 -36%
DF
1037
Donoghue Forlines
Massachusetts
$685K +$228K +521 +54%
BG
1038
Bahl & Gaynor
Ohio
$684K +$37.2K +85 +6%
TCB
1039
Texas Capital Bancshares
Texas
$682K -$2.19K -5 -0.3%
VST
1040
Van Strum & Towne
California
$681K
CWA
1041
CM Wealth Advisors
Ohio
$680K +$582K +1,328 New
PG
1042
Proffitt & Goodson
Tennessee
$673K +$8.32K +19 +1%
STC
1043
Sarah T. Connolly
$671K -$112K -255 -15%
ST
1044
Smithfield Trust
Pennsylvania
$670K
IB
1045
Intrust Bank
Kansas
$665K -$13.6K -31 -2%
EFG
1046
Everhart Financial Group
Ohio
$664K +$40.3K +92 +7%
Parnassus Investments
1047
Parnassus Investments
California
$661K +$631K +1,442 New
OFG
1048
Oxford Financial Group
Indiana
$661K -$66.6K -152 -10%
VFA
1049
Voya Financial Advisors
Connecticut
$660K -$16.2K -37 -2%
QIM
1050
Quantitative Investment Management
Virginia
$658K +$317K +725 +102%