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Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1526
Fulcrum Equity Management
Texas
$696K +$857K +2,883 New
Clark Capital Management Group
1527
Clark Capital Management Group
Pennsylvania
$694K -$83K -279 -9%
Krilogy Financial
1528
Krilogy Financial
Missouri
$694K +$854K +2,872 New
HWA
1529
HCR Wealth Advisors
California
$691K -$217K -731 -20%
Global Retirement Partners
1530
Global Retirement Partners
California
$689K -$183K -617 -18%
CA
1531
Calton & Associates
Florida
$688K -$231K -778 -21%
IIM
1532
Ipswich Investment Management
Massachusetts
$688K -$119K -401 -12%
PWLP
1533
Prio Wealth Limited Partnership
Massachusetts
$687K -$52K -175 -6%
LWM
1534
Lenox Wealth Management
Ohio
$686K -$18.4K -62 -2%
HFG
1535
Heron Financial Group
New York
$686K -$8.92K -30 -1%
PRC
1536
Pearl River Capital
Michigan
$686K +$517K +1,738 +158%
OC
1537
Oakworth Capital
Alabama
$684K +$217K +730 +35%
Orion Portfolio Solutions
1538
Orion Portfolio Solutions
Nebraska
$679K +$103K +347 +14%
CT
1539
Clearstead Trust
Maine
$675K +$341K +1,146 +70%
CA
1540
Crumly & Associates
Illinois
$675K +$831K +2,796 New
Coldstream Capital Management
1541
Coldstream Capital Management
Washington
$674K -$128K -431 -13%
SIM
1542
SSI Investment Management
California
$670K -$8.32K -28 -1%
MA
1543
Mutual Advisors
Nebraska
$670K +$171K +575 +26%
TA
1544
TFG Advisers
Michigan
$663K -$144K -486 -15%
PCAP
1545
Pratt Collard Advisory Partners
New York
$662K -$4.46K -15 -0.5%
HR
1546
Hayden Royal
North Carolina
$658K +$186K +624 +30%
KTC
1547
Kistler-Tiffany Companies
Pennsylvania
$657K – – –
RHP
1548
Royal Harbor Partners
Texas
$656K +$807K +2,714 New
Exencial Wealth Advisors
1549
Exencial Wealth Advisors
Oklahoma
$652K -$7.43K -25 -0.9%
Vident Investment Advisory
1550
Vident Investment Advisory
Georgia
$652K +$236K +793 +42%