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Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
776
Independent Financial Group
California
$604K +$72.3K +810 +15%
SB
777
Strategic Blueprint
Georgia
$603K +$265K +2,970 +91%
PJB
778
Paul John Balson
California
$601K +$554K +6,200 New
JWCA
779
J.W. Cole Advisors
Florida
$600K +$553K +6,190 New
DBRC
780
D.B. Root & Company
Pennsylvania
$595K -$6.7K -75 -1%
PFPT
781
Pinnacle Financial Partners (Tennessee)
Tennessee
$592K – – –
ACM
782
AlphaCrest Capital Management
New York
$591K -$1.16M -12,945 -68%
COF
783
Capital One Financial
Virginia
$577K – – –
CIM
784
CIM Investment Management
Pennsylvania
$575K -$4.91K -55 -0.9%
CS
785
Capital Square
Tennessee
$573K +$11.2K +125 +2%
GFP
786
Gryphon Financial Partners
Ohio
$569K -$4.91K -55 -0.9%
SF
787
Synovus Financial
Georgia
$566K -$2.23K -25 -0.4%
APP
788
Avantax Planning Partners
Iowa
$566K +$2.23K +25 +0.4%
QP
789
Quilter Plc
United Kingdom
$566K +$33K +370 +7%
EF
790
Empirical Finance
Pennsylvania
$565K +$240K +2,685 +86%
PWA
791
Physician Wealth Advisors
Utah
$562K – – –
RCAG
792
Rehmann Capital Advisory Group
Michigan
$560K -$48.7K -545 -9%
W
793
WealthStone
Ohio
$558K -$410K -4,590 -44%
FBB
794
Fulton Breakefield Broenniman
Maryland
$557K -$10.7K -120 -2%
EDRH
795
Edmond de Rothschild Holding
Switzerland
$557K +$167K +1,865 +48%
FPS
796
Fieldpoint Private Securities
Connecticut
$552K +$102K +1,145 +25%
SP
797
Symmetry Partners
Connecticut
$550K +$225K +2,515 +80%
DSAM
798
Dock Street Asset Management
Florida
$543K – – –
WA
799
Winfield Associates
Ohio
$540K +$248K +2,775 +99%
HAG
800
HighPoint Advisor Group
Illinois
$537K +$33.9K +380 +8%
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