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Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
WBH Advisory
Maryland
$426K – – –
EA
577
Emerald Advisers
Pennsylvania
$425K -$11.7K -500 -3%
CFG
578
Cooper Financial Group
California
$424K -$82.3K -3,530 -18%
IFWM
579
Institute for Wealth Management
Colorado
$424K – – –
CRCM
580
Corbett Road Capital Management
Virginia
$423K -$11.2K -480 -3%
CT
581
Caldwell Trust
Florida
$421K – – –
SF
582
Synovus Financial
Georgia
$418K – – –
PSUF
583
People's United Financial
Connecticut
$415K -$6.06K -260 -2%
CT
584
Coastline Trust
Rhode Island
$414K – – –
WCM
585
Whitener Capital Management
North Carolina
$414K – – –
EF
586
Empirical Finance
Pennsylvania
$412K +$64.1K +2,750 +21%
WANY
587
Wealthspire Advisors (New York)
New York
$412K +$106K +4,540 +40%
FMT
588
First Mercantile Trust
Tennessee
$410K +$178K +7,620 +93%
SSWM
589
Smith Salley Wealth Management
North Carolina
$409K – – –
VAS
590
Vestmark Advisory Solutions
Massachusetts
$408K +$1.86K +80 +0.5%
Koshinski Asset Management
591
Koshinski Asset Management
Illinois
$406K -$44.8K -1,920 -11%
CIM
592
Contravisory Investment Management
Massachusetts
$406K -$43.4K -1,860 -11%
SAM
593
Silvercrest Asset Management
New York
$406K – – –
OPS
594
Orion Portfolio Solutions
Nebraska
$402K -$1.4K -60 -0.4%
Fisher Asset Management
595
Fisher Asset Management
Washington
$388K -$153K -6,550 -30%
KWMG
596
King Wealth Management Group
Florida
$388K – – –
YMRC
597
Yorktown Management & Research Company
Virginia
$388K – – –
HCM
598
HM Capital Management
Missouri
$387K +$1.17K +50 +0.3%
GAM
599
Griffin Asset Management
New York
$382K – – –
WSTAM
600
Wilbanks Smith & Thomas Asset Management
Virginia
$380K -$37.5K -1,610 -10%