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Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
126
Marks Group Wealth Management
Minnesota
$484K +$512K +16,124 New
Franklin Resources
127
Franklin Resources
California
$483K +$920 +29 +0.2%
RCM
128
RNC Capital Management
California
$480K -$4.25K -134 -0.8%
EWM
129
Empirical Wealth Management
Washington
$459K +$60.7K +1,912 +14%
HWM
130
HB Wealth Management
Georgia
$448K +$56.7K +1,786 +14%
FAFN
131
First Affirmative Financial Network
Colorado
$432K +$458K +14,417 New
HR
132
Hardy Reed
Mississippi
$430K -$1.46K -46 -0.3%
HWAM
133
Hennion & Walsh Asset Management
New Jersey
$424K +$449K +14,149 New
AssetMark Inc
134
AssetMark Inc
California
$404K -$17.2K -541 -4%
OL
135
Optas LLC
Texas
$385K -$2K -63 -0.5%
PP
136
PDS Planning
Ohio
$384K -$2.6K -82 -0.6%
BWA
137
Basecamp Wealth Advisors
Washington
$379K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$370K +$26.6K +838 +7%
OCA
139
OpenArc Corporate Advisory
Georgia
$369K +$137K +4,324 +54%
YCM
140
Yousif Capital Management
Michigan
$367K
CCA
141
Checchi Capital Advisers
California
$354K -$24.7K -778 -6%
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$344K +$188K +5,928 +107%
AHL
143
Abel Hall LLC
Louisiana
$343K +$74.3K +2,341 +26%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$343K +$363K +11,448 New
NWAG
145
Net Worth Advisory Group
Utah
$332K -$1.75K -55 -0.5%
AG
146
Ascent Group
Virginia
$330K +$13.7K +432 +4%
CA
147
Clearstead Advisors
Ohio
$322K +$340K +10,724 New
PWPS
148
Pinnacle Wealth Planning Services
Ohio
$318K +$11K +347 +3%
HFS
149
Hantz Financial Services
Michigan
$312K +$100K +3,155 +43%
PA
150
Parallel Advisors
California
$308K +$33K +1,040 +11%