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Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
676
Pinnacle Financial Partners (Georgia)
Georgia
$252K +$265K +1,398 New
IAN
677
Integrated Advisors Network
Texas
$252K -$947 -5 -0.4%
NAM
678
NorthCrest Asset Manangement
Minnesota
$251K -$44K -232 -15%
PMFA
679
Plante Moran Financial Advisors
Michigan
$249K
ODIJL
680
One Day In July LLC
Vermont
$248K +$261K +1,375 New
JIC
681
Joel Isaacson & Co
New York
$248K
EFSCE
682
Enterprise Financial Services Corp (EFSC)
Missouri
$245K -$379 -2 -0.1%
SIS
683
Sound Income Strategies
Florida
$244K -$88.1K -465 -27%
ECM
684
Evergreen Capital Management
Washington
$243K +$379 +2 +0.1%
MOS
685
MGO One Seven
Ohio
$242K -$7.39K -39 -3%
AAS
686
Ameritas Advisory Services
Nebraska
$242K +$214K +1,129 +525%
SFS
687
Sowell Financial Services
Arkansas
$242K +$32.2K +170 +14%
GT
688
Greenleaf Trust
Michigan
$241K +$33.7K +178 +15%
BMCM
689
Bryn Mawr Capital Management
Pennsylvania
$241K +$11.6K +61 +5%
CIA
690
Caerus Investment Advisors
Texas
$240K +$379 +2 +0.2%
GLF
691
Groupe la Francaise
France
$239K
AA
692
Ancora Advisors
Ohio
$237K +$3.03K +16 +1%
EI
693
EFG International
$237K +$249K +1,313 New
OFP
694
OLIO Financial Planning
Virginia
$235K -$29.2K -154 -11%
WCM
695
Whitener Capital Management
North Carolina
$235K
PWP
696
Phillips Wealth Planners
Mississippi
$234K -$10.4K -55 -4%
KFP
697
KMG Fiduciary Partners
Ohio
$233K -$8.71K -46 -3%
WPC
698
Wedmont Private Capital
Pennsylvania
$230K +$9.85K +52 +5%
MWM
699
Modera Wealth Management
New Jersey
$229K -$568 -3 -0.2%
VA
700
VestGen Advisors
Illinois
$228K +$239K +1,263 New