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Name Holding Trade Value Shares
Change
Change in
Stake
WG
626
Welch Group
Alabama
$371K
PAM
627
Panagora Asset Management
Massachusetts
$371K +$157 +2 +0%
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$366K -$38.4K -488 -9%
DIA
629
Dana Investment Advisors
Wisconsin
$361K +$1.5K +19 +0.4%
HCPC
630
Hamilton Capital Partners (Canada)
$357K -$10.6K -135 -3%
PI
631
PFG Investments
New York
$357K +$67K +852 +22%
Capstone Investment Advisors
632
Capstone Investment Advisors
New York
$357K +$215K +2,732 +139%
TAM
633
Trust Asset Management
Texas
$356K +$61.5K +782 +20%
LFAS
634
Level Four Advisory Services
Texas
$356K -$1.18M -15,055 -76%
QWP
635
Quotient Wealth Partners
Texas
$355K -$79.6K -1,011 -18%
FFO
636
Fiduciary Family Office
Florida
$348K +$361K +4,593 New
IAA
637
Independent Advisor Alliance
North Carolina
$347K +$7.08K +90 +2%
HAG
638
HighPoint Advisor Group
Illinois
$347K +$72.9K +927 +25%
CAG
639
Crestwood Advisors Group
Massachusetts
$347K +$59.3K +754 +20%
TSMHT
640
Thurston Springer Miller Herd & Titak
Indiana
$347K
NWA
641
New World Advisors
Massachusetts
$344K +$39.7K +504 +12%
IWM
642
IHT Wealth Management
Illinois
$343K -$55.2K -702 -13%
PA
643
Parallel Advisors
California
$337K -$8.5K -108 -2%
RPCONE
644
Retirement Planning Company of New England
Rhode Island
$337K -$79 -1 -0%
DCM
645
Donaldson Capital Management
Indiana
$331K -$54.4K -691 -14%
CG
646
Cynosure Group
Utah
$329K +$36K +458 +12%
NA
647
Navellier & Associates
Nevada
$328K +$1.02K +13 +0.3%
SM
648
Sciencast Management
New Jersey
$324K +$336K +4,268 New
FCP
649
Fidelis Capital Partners
Florida
$322K -$7.4K -94 -2%
GM
650
GeoWealth Management
Illinois
$322K -$64.4K -818 -16%