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Name Holding Trade Value Shares
Change
Change in
Stake
NC
276
NewSquare Capital
Pennsylvania
$87K
UFG
277
United Fire Group
Iowa
$82K
DAM
278
Delta Asset Management
Tennessee
$72K
IWA
279
IBEX Wealth Advisors
New Jersey
$65K +$61.1K +1,000 New
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$63K
AIS
281
Accurate Investment Solutions
Pennsylvania
$61K +$122 +2 +0.2%
CG
282
Cutler Group
California
$57K +$53.2K +871 New
SWP
283
Strategic Wealth Partners
Ohio
$54K
Bessemer Group
284
Bessemer Group
New Jersey
$52K +$1.53K +25 +3%
FL
285
Fort LP
Maryland
$50K -$3.42K -56 -7%
Victory Capital Management
286
Victory Capital Management
Texas
$49K +$45.9K +751 New
SLF
287
Sun Life Financial
Ontario, Canada
$47K
PO
288
Private Ocean
California
$43K +$40.7K +666 New
OIA
289
OneDigital Investment Advisors
Kansas
$40K
ASN
290
Advisory Services Network
Georgia
$34K +$12.5K +205 +63%
FHA
291
First Horizon Advisors
Tennessee
$33K -$2.02K -33 -6%
BWM
292
BerganKDV Wealth Management
Minnesota
$33K
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$33K
WTC
294
WhitTier Trust Company
Nevada
$33K
Northwestern Mutual Wealth Management
295
Northwestern Mutual Wealth Management
Wisconsin
$33K +$489 +8 +2%
FMB
296
Field & Main Bank
Kentucky
$31K
RIA
297
Realta Investment Advisors
Delaware
$27K +$24K +393 +1,310%
ESB
298
Essex Savings Bank
Connecticut
$26K
PR
299
Payden & Rygel
California
$26K
GAM
300
Gemmer Asset Management
California
$24K