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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
451
Verdence Capital Advisors
Maryland
$293K -$28.5K -510 -9%
RHP
452
Royal Harbor Partners
Texas
$293K – – –
FA
453
Fermata Advisors
California
$292K +$1.4K +25 +0.5%
TWP
454
Tyche Wealth Partners
Texas
$290K +$11.2K +200 +4%
ST
455
Somerset Trust
Pennsylvania
$288K – – –
E
456
EntreWealth
Texas
$287K – – –
AWP
457
Ascent Wealth Partners
New York
$282K – – –
EWM
458
Empirical Wealth Management
Washington
$282K -$65.1K -1,166 -19%
AFM
459
Aspetuck Financial Management
Connecticut
$282K – – –
ICM
460
Intrepid Capital Management
Florida
$282K – – –
RT
461
Rockland Trust
Massachusetts
$282K – – –
SN
462
Sittner & Nelson
Oregon
$282K – – –
EFG
463
Everhart Financial Group
Ohio
$282K +$279K +5,000 New
AAS
464
Annex Advisory Services
Wisconsin
$281K -$23.9K -429 -8%
AI
465
Atria Investments
North Carolina
$280K +$277K +4,973 New
NW
466
Naviter Wealth
Arkansas
$279K – – –
OIA
467
OneDigital Investment Advisors
Kansas
$278K – – –
HH
468
Hilltop Holdings
Texas
$278K +$23.9K +429 +10%
ARC
469
Advisor Resource Council
Texas
$276K -$51.5K -923 -16%
LWM
470
Lodestone Wealth Management
Washington
$275K +$5.19K +93 +2%
HNB
471
Huntington National Bank
Ohio
$275K +$55.2K +990 +25%
BEI
472
Benjamin Edwards Inc
Missouri
$273K +$167 +3 +0.1%
SFG
473
SNS Financial Group
Minnesota
$273K +$270K +4,845 New
BWP
474
Baldwin Wealth Partners
Massachusetts
$270K – – –
IFG
475
Independent Financial Group
California
$270K +$23.7K +424 +10%