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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
626
Chatham Capital Group
Georgia
$252K
MFG
627
Merit Financial Group
Georgia
$251K +$251K +1,232 New
HI
628
Horizon Investments
North Carolina
$250K -$3.46K -17 -1%
TPI
629
Trust Point Inc
Wisconsin
$250K -$34.6K -170 -12%
EWA
630
EP Wealth Advisors
California
$250K +$53.1K +261 +27%
SIA
631
Strategic Investment Advisors
Michigan
$247K -$3.66K -18 -1%
ECM
632
Evergreen Capital Management
Washington
$247K +$247K +1,213 New
JIC
633
Johnson Investment Counsel
Ohio
$247K +$247K +1,212 New
CFG
634
Carr Financial Group
Massachusetts
$245K +$814 +4 +0.3%
FHWM
635
Fox Hill Wealth Management
Massachusetts
$242K -$220K -1,080 -48%
ISL
636
Ingalls & Snyder LLC
New York
$241K
FFA
637
Farther Finance Advisors
California
$239K +$107K +527 +81%
AWM
638
AE Wealth Management
Kansas
$239K +$239K +1,173 New
WA
639
Wealth Alliance
New York
$237K -$2.85K -14 -1%
TNB
640
Thomasville National Bank
Georgia
$235K -$3.05K -15 -1%
AC
641
Abbrea Capital
California
$235K -$84.2K -414 -26%
DAS
642
Dynamic Advisor Solutions
Arizona
$235K +$13.2K +65 +6%
CP
643
Covenant Partners
Tennessee
$233K
CWM
644
Chesapeake Wealth Management
Virginia
$233K -$30.9K -152 -12%
MIM
645
Morningstar Investment Management
Illinois
$233K
LFAS
646
Level Four Advisory Services
Texas
$232K -$8.75K -43 -4%
PFS
647
Prospera Financial Services
Texas
$231K -$5.49K -27 -2%
S
648
Sunpointe
Missouri
$228K +$2.44K +12 +1%
GI
649
GAMMA Investing
California
$227K +$76.1K +374 +50%
EGM
650
Engineers Gate Manager
New York
$226K -$1.61M -7,935 -88%