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Name Holding Trade Value Shares
Change
Change in
Stake
SM
751
Sweeney & Michel
California
$469K +$446K +6,398 New
FCH
752
Freestone Capital Holdings
Washington
$467K +$440K +6,306 New
EWS
753
Evergreen Wealth Solutions
Pennsylvania
$466K -$22.1K -317 -5%
BBHC
754
Brown Brothers Harriman & Co
New York
$462K +$42.1K +604 +11%
VCM
755
Virtue Capital Management
Tennessee
$461K -$333K -4,780 -42%
RA
756
RFG Advisory
Alabama
$458K +$17.9K +257 +4%
UB
757
UMB Bank
Missouri
$456K -$8.64K -124 -2%
BL
758
Balentine LLC
Georgia
$454K +$30.1K +432 +8%
FPAS
759
Focus Partners Advisor Solutions
Missouri
$454K +$427K +6,129 New
LIM
760
Leavell Investment Management
Alabama
$452K +$3.35K +48 +0.8%
UF
761
Univest Financial
Pennsylvania
$449K -$36.9K -529 -8%
AG
762
AIA Group
Hong Kong
$448K +$422K +6,050 New
NAS
763
Nicolet Advisory Services
Wisconsin
$448K +$47.7K +685 +13%
CGL
764
Clarius Group LLC
Washington
$447K -$20.1K -289 -5%
BSW
765
Buckingham Strategic Wealth
Missouri
$447K +$19.1K +274 +5%
FCI
766
Financial Counselors Inc
Kansas
$445K -$57.6K -827 -12%
GWCM
767
Godshalk Welsh Capital Management
Pennsylvania
$445K
MFG
768
Merit Financial Group
Georgia
$444K +$33.4K +479 +8%
SP
769
Symmetry Partners
Connecticut
$444K
OIA
770
OneDigital Investment Advisors
Kansas
$444K -$420K -6,028 -50%
VCA
771
Verdence Capital Advisors
Maryland
$444K -$3.97K -57 -0.9%
LSA
772
Leonteq Securities AG
Switzerland
$443K -$243K -3,493 -37%
FMP
773
Financial Management Professionals
Texas
$442K +$66.1K +948 +19%
SFI
774
SPC Financial Inc
Maryland
$441K +$7.04K +101 +2%
PG
775
Patten Group
Tennessee
$439K +$2.58K +37 +0.6%