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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
601
Hengehold Capital Management
Ohio
$979K +$1.17K +20 +0.1%
WAG
602
Windsor Advisory Group
Ohio
$979K +$59 +1 +0%
TCWM
603
Total Clarity Wealth Management
Illinois
$967K -$20.2K -344 -2%
WBC
604
Westpac Banking Corp
Australia
$964K – – –
SageView Advisory Group
605
SageView Advisory Group
California
$963K +$923K +15,741 New
Brighton Jones LLC
606
Brighton Jones LLC
Washington
$962K +$198K +3,373 +27%
WW
607
Waterfront Wealth
Kansas
$959K +$4.87K +83 +0.5%
AIA
608
Affinity Investment Advisors
California
$955K -$283K -4,830 -24%
JWCA
609
J.W. Cole Advisors
Florida
$955K +$59 +1 +0%
Ballentine Partners
610
Ballentine Partners
Massachusetts
$954K +$20.8K +354 +2%
Prudential plc
611
Prudential plc
United Kingdom
$952K -$108K -1,844 -11%
Beacon Pointe Advisors
612
Beacon Pointe Advisors
California
$951K -$219K -3,740 -19%
Caption Management
613
Caption Management
Oklahoma
$948K +$909K +15,500 New
HNB
614
Hilltop National Bank
Wyoming
$940K +$204K +3,476 +29%
KB
615
Kimelman & Baird
New York
$936K – – –
MC
616
Machina Capital
France
$935K +$897K +15,284 New
WA
617
WESPAC Advisors
California
$927K +$22.1K +377 +3%
CAGAS
618
Capital Advisory Group Advisory Services
Minnesota
$920K +$2.52K +43 +0.3%
ICM
619
Islay Capital Management
Texas
$919K -$488K -8,324 -36%
HT
620
Headlands Technologies
Illinois
$910K +$46.5K +792 +6%
DCM
621
DGS Capital Management
New Jersey
$897K +$94.6K +1,612 +12%
Venture Visionary Partners
622
Venture Visionary Partners
Ohio
$883K -$12.7K -216 -1%
TC
623
TownSquare Capital
Utah
$880K +$90.8K +1,548 +12%
Park National Corp
624
Park National Corp
Ohio
$877K +$45.5K +775 +6%
First Citizens Bank & Trust
625
First Citizens Bank & Trust
North Carolina
$873K -$40.4K -688 -5%