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Name Holding Trade Value Shares
Change
Change in
Stake
CG
751
Cynosure Group
Utah
$820K -$1.37M -2,711 -61%
FFO
752
Fiduciary Family Office
Florida
$816K +$65.5K +130 +8%
SW
753
Simplicity Wealth
New Jersey
$811K -$1.18M -2,332 -58%
PIMG
754
Patriot Investment Management Group
Tennessee
$805K
DTC
755
Davidson Trust Company
Washington
$798K +$16.6K +33 +2%
ILI
756
Invesco LLC (Illinois)
Illinois
$796K +$101K +200 +14%
ACA
757
Aptus Capital Advisors
Alabama
$783K +$5.04K +10 +0.6%
CRC
758
Curi RMB Capital
Illinois
$781K -$1.51K -3 -0.2%
IAIM
759
International Assets Investment Management
Florida
$780K -$1.01K -2 -0.1%
IFU
760
iSAM Funds (UK)
United Kingdom
$780K +$825K +1,637 New
ATS
761
Ashton Thomas Securities
New York
$778K +$25.2K +50 +3%
BCWM
762
Bartlett & Co Wealth Management
Ohio
$774K +$504 +1 +0.1%
PA
763
PFG Advisors
Arizona
$773K +$179K +355 +28%
PCS
764
Personal CFO Solutions
New Jersey
$772K -$16.6K -33 -2%
LWA
765
Lineweaver Wealth Advisors
Ohio
$763K
BTI
766
Blue Trust Inc
Georgia
$758K +$373K +740 +87%
DCM
767
Dimension Capital Management
Florida
$756K
GEM
768
Global Endowment Management
North Carolina
$755K -$20.2K -40 -2%
ATC
769
Argent Trust Co
Tennessee
$752K -$19.2K -38 -2%
Dodge & Cox
770
Dodge & Cox
California
$746K
MCM
771
Mattern Capital Management
Colorado
$746K +$150K +297 +23%
CRWM
772
Castle Rock Wealth Management
California
$745K +$1.51K +3 +0.2%
RFA
773
Resurgent Financial Advisors
Georgia
$742K -$149K -296 -16%
SFS
774
Sowell Financial Services
Arkansas
$739K +$2.52K +5 +0.3%
SRL
775
Scientech Research LLC
New Jersey
$738K +$780K +1,548 New