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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
451
Global Retirement Partners
California
$299K -$233K -3,632 -43%
HVIA
452
Hudson Valley Investment Advisors
New York
$296K -$43K -670 -12%
XF
453
XML Financial
Maryland
$293K -$130K -2,025 -30%
LCM
454
Lattice Capital Management
Washington
$274K
Rockefeller Capital Management
455
Rockefeller Capital Management
New York
$274K -$101K -1,578 -26%
CWM
456
Connecticut Wealth Management
Connecticut
$273K
Vanguard Personalized Indexing Management
457
Vanguard Personalized Indexing Management
California
$271K -$99.8K -1,554 -26%
UCB
458
United Community Bank
South Carolina
$268K +$2.89K +45 +1%
ST
459
Smithfield Trust
Pennsylvania
$266K -$29.5K -459 -10%
IA
460
IFP Advisors
Florida
$264K -$167K -2,598 -41%
SIA
461
Schechter Investment Advisors
Michigan
$261K +$275K +4,291 New
FC
462
Financial Consulate
Maryland
$260K +$7.19K +112 +3%
I
463
InceptionR
California
$258K +$272K +4,237 New
BFA
464
Beacon Financial Advisory
Ohio
$258K
VCM
465
Virtue Capital Management
Tennessee
$257K +$10.8K +169 +4%
MHIC
466
Marble Harbor Investment Counsel
Massachusetts
$256K
KIA
467
KCM Investment Advisors
California
$251K -$173K -2,690 -39%
PFS
468
Prospera Financial Services
Texas
$251K +$264K +4,114 New
MWM
469
Marietta Wealth Management
Georgia
$250K
HR
470
Hardy Reed
Mississippi
$248K
DWM
471
Dakota Wealth Management
Florida
$246K +$2.89K +45 +1%
WWC
472
Waypoint Wealth Counsel
Georgia
$245K +$258K +4,022 New
EF
473
Empirical Finance
Pennsylvania
$243K +$642 +10 +0.3%
FPWM
474
FSB Premier Wealth Management
Iowa
$243K +$12.3K +192 +5%
PCS
475
Personal CFO Solutions
New Jersey
$243K +$256K +3,986 New