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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
601
Vanguard Personalized Indexing Management
California
$656K +$242K +4,387 +68%
ASN
602
Advisory Services Network
Georgia
$654K -$67.6K -1,225 -10%
PFGIA
603
Patriot Financial Group Insurance Agency
Massachusetts
$652K -$66.4K -1,203 -10%
Bessemer Group
604
Bessemer Group
New Jersey
$650K -$857K -15,529 -59%
PWM
605
Palumbo Wealth Management
New York
$649K +$589K +10,673 New
MAFM
606
Mid Atlantic Financial Management
Pennsylvania
$648K -$39.8K -722 -6%
VCM
607
Virtue Capital Management
Tennessee
$644K -$300K -5,444 -34%
HP
608
Hikari Power
Japan
$643K
AWM
609
Altium Wealth Management
New York
$643K +$18.4K +334 +3%
BPM
610
Bowling Portfolio Management
Ohio
$637K -$1.47M -26,643 -72%
AIP
611
Ameritas Investment Partners
Nebraska
$634K -$40.1K -726 -6%
WA
612
WBH Advisory
Maryland
$632K +$276 +5 +0%
OPS
613
Orion Portfolio Solutions
Nebraska
$632K +$662 +12 +0.1%
SDAM
614
Shulman DeMeo Asset Management
New York
$632K +$993 +18 +0.2%
LNC
615
Lincoln National Corp
Pennsylvania
$630K -$27.9K -506 -5%
BCA
616
Bay Colony Advisors
Massachusetts
$626K +$569K +10,306 New
DA
617
Detalus Advisors
Missouri
$623K
CIA
618
Choate Investment Advisors
Massachusetts
$622K +$662 +12 +0.1%
OPA
619
Old Port Advisors
Maine
$621K +$162K +2,936 +40%
HH
620
Hilltop Holdings
Texas
$616K -$13.2K -239 -2%
ATPW
621
Ashton Thomas Private Wealth
Arizona
$615K +$29.1K +527 +5%
SJIM
622
St. Johns Investment Management
Florida
$614K +$5.08K +92 +0.9%
BS
623
Boenning & Scattergood
Pennsylvania
$610K
NL
624
Navalign LLC
California
$606K +$550K +9,965 New
CA
625
Calton & Associates
Florida
$599K -$467K -8,455 -33%