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Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
726
Forum Private Client Group
Indiana
$310K -$46 -1 -0%
SAM
727
Smithbridge Asset Management
Pennsylvania
$308K +$317K +6,908 New
SSB
728
Sandy Spring Bank
Maryland
$307K -$5.83K -127 -2%
KIA
729
KLR Investment Advisors
Rhode Island
$307K +$316K +6,879 New
DWT
730
Dorsey & Whitney Trust
South Dakota
$305K +$1.2K +26 +0.4%
AWC
731
Adamsbrown Wealth Consultants
Kansas
$305K +$8.13K +177 +3%
RDFA
732
Ritter Daniher Financial Advisory
Ohio
$305K – – –
CIP
733
Capital Insight Partners
Arizona
$300K +$309K +6,732 New
BFC
734
Bedel Financial Consulting
Indiana
$299K – – –
TS
735
True Signal
New York
$299K +$308K +6,705 New
CWM
736
Compass Wealth Management
Connecticut
$296K +$305K +6,645 New
AF
737
Allworth Financial
California
$296K -$5.79K -126 -2%
KTC
738
Kistler-Tiffany Companies
Pennsylvania
$295K +$140K +3,055 +86%
KFGK
739
Keystone Financial Group (Kentucky)
Kentucky
$293K – – –
CFG
740
Cooper Financial Group
California
$293K -$3.4K -74 -1%
CFG
741
Citizens Financial Group
Rhode Island
$292K -$113K -2,465 -27%
NL
742
NWAM LLC
Washington
$290K -$59.7K -1,300 -17%
PCMF
743
Private Capital Management (Florida)
Florida
$290K +$299K +6,500 New
Capstone Investment Advisors
744
Capstone Investment Advisors
New York
$288K +$297K +6,468 New
CA
745
CGN Advisors
Kansas
$286K +$295K +6,417 New
FWP
746
FAS Wealth Partners
Kansas
$285K – – –
SLI
747
Sumitomo Life Insurance
Japan
$284K -$1.79K -39 -0.6%
MWM
748
Madison Wealth Management
Ohio
$283K -$408K -8,877 -58%
OFS
749
OneAscent Financial Services
Alabama
$283K +$8.22K +179 +3%
WAAG
750
Wealth Alliance Advisory Group
Kansas
$283K – – –