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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
Encompass Wealth Advisors
Oregon
$759K
CP
602
Cumberland Partners
Ontario, Canada
$759K +$219K +650 +41%
GM
603
GeoWealth Management
Illinois
$747K +$281K +836 +61%
PA
604
Parallel Advisors
California
$722K -$70.6K -210 -9%
VPI
605
Value Partners Investments
Manitoba, Canada
$720K +$103K +307 +17%
RJT
606
Raymond James Trust
Florida
$717K +$45.4K +135 +7%
SCF
607
Sante Capital Fund
Texas
$714K +$712K +2,117 New
ONB
608
Old National Bancorp
Indiana
$712K
RFG
609
Range Financial Group
Oregon
$709K -$73.3K -218 -9%
ASN
610
Advisory Services Network
Georgia
$703K -$205K -611 -23%
WJWM
611
Williams Jones Wealth Management
New York
$700K +$444K +1,319 +174%
RCC
612
Red Cedar Capital
Nebraska
$698K
PP
613
Pegasus Partners
Wisconsin
$697K +$695K +2,066 New
AIP
614
Ameritas Investment Partners
Nebraska
$696K -$19.2K -57 -3%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$694K
NIMI
616
Natixis Investment Managers International
France
$692K +$690K +2,052 New
MAM
617
Meeder Asset Management
Ohio
$689K +$687K +2,042 New
MFG
618
Monte Financial Group
Connecticut
$676K +$7.06K +21 +1%
EC
619
Enhancing Capital
Pennsylvania
$675K
SCM
620
Stonebridge Capital Management
California
$675K
DBRC
621
D.B. Root & Company
Pennsylvania
$675K +$5.72K +17 +0.9%
ITFISA
622
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$675K -$46.4K -138 -6%
MMA
623
Miracle Mile Advisors
California
$672K +$155K +462 +30%
SFA
624
Sequoia Financial Advisors
Ohio
$668K +$53.1K +158 +9%
KFI
625
Key Financial Inc
Pennsylvania
$665K