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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Sterling Capital Management
North Carolina
$589K +$13.5K +159 +2%
BPA
277
Beacon Pointe Advisors
California
$583K -$394K -4,630 -40%
HSA
278
HBK Sorce Advisory
Pennsylvania
$581K +$44.1K +519 +8%
SWP
279
Sagespring Wealth Partners
Tennessee
$579K -$2.55K -30 -0.4%
LF
280
Lantz Financial
Illinois
$571K +$60K +706 +11%
JWM
281
Jeppson Wealth Management
California
$551K
KCM
282
Kathmere Capital Management
Pennsylvania
$544K +$195K +2,298 +54%
PWM
283
Perigon Wealth Management
California
$538K +$19K +223 +4%
PWPS
284
Pinnacle Wealth Planning Services
Ohio
$528K +$86.2K +1,014 +19%
RCM
285
RNC Capital Management
California
$520K -$14K -165 -3%
ASN
286
Advisory Services Network
Georgia
$515K +$41.9K +493 +9%
MC
287
Moors & Cabot
Massachusetts
$509K +$3.57K +42 +0.7%
KWA
288
Kingswood Wealth Advisors
California
$507K +$15K +176 +3%
PFA
289
Pure Financial Advisors
California
$504K +$87.6K +1,030 +20%
CC
290
Centiva Capital
New York
$497K -$2.17M -25,502 -81%
DWT
291
Dorsey & Whitney Trust
South Dakota
$495K -$9.86K -116 -2%
WA
292
Waverly Advisors
Alabama
$493K +$57.4K +675 +13%
SPIA
293
Steward Partners Investment Advisory
New York
$489K +$109K +1,283 +28%
CWM
294
Cordatus Wealth Management
Pennsylvania
$477K +$5.1K +60 +1%
JIC
295
Joel Isaacson & Co
New York
$475K
PPC
296
Park Place Capital
Alabama
$475K +$52.2K +614 +12%
HH
297
Hilltop Holdings
Texas
$473K -$86.7K -1,020 -15%
SIC
298
Samalin Investment Counsel
New York
$471K -$9.78K -115 -2%
BC
299
Bridgefront Capital
Texas
$457K +$204K +2,396 +77%
ABC
300
Anchor Bay Capital
California
$452K +$484K +5,692 New