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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1326
Segment Wealth Management
Texas
$733K +$204K +1,060 +30%
Savvy Advisors Inc
1327
Savvy Advisors Inc
New York
$733K +$364K +1,890 +70%
Smithfield Trust
1328
Smithfield Trust
Pennsylvania
$732K -$7.71K -40 -0.9%
ZIG
1329
Zullo Investment Group
Pennsylvania
$730K +$18.3K +95 +2%
FIA
1330
FNY Investment Advisers
New York
$729K +$247K +1,280 +39%
AF
1331
Affiance Financial
Minnesota
$728K -$59.8K -310 -6%
SWA
1332
Stratos Wealth Advisors
Ohio
$727K +$257K +1,335 +41%
PFWA
1333
Paces Ferry Wealth Advisors
Georgia
$724K -$14.5K -75 -2%
GS
1334
GWN Securities
Florida
$724K +$795K +4,125 +982%
SA
1335
Sovran Advisors
California
$720K +$269K +1,395 +43%
KIA
1336
KCM Investment Advisors
California
$717K +$14.5K +75 +2%
MFS
1337
Monetta Financial Services
Illinois
$717K -$771K -4,000 -47%
BOTPPF
1338
Board of the Pension Protection Fund
United Kingdom
$717K +$675K +3,500 +350%
RS
1339
R Squared
Hong Kong
$717K +$848K +4,400 +4,400%
Forum Financial Management
1340
Forum Financial Management
Illinois
$712K +$84.8K +440 +11%
PCS
1341
Private Client Services
Kentucky
$712K -$1.16M -5,995 -57%
BM
1342
Brandywine Managers
Delaware
$711K – – –
AWM
1343
Aviso Wealth Management
Washington
$711K +$599K +3,110 +230%
Freestone Capital Holdings
1344
Freestone Capital Holdings
Washington
$710K +$4.82K +25 +0.6%
FNBOH
1345
First National Bank of Hutchinson
Kansas
$709K -$818K -4,245 -49%
LAM
1346
L2 Asset Management
Massachusetts
$707K +$86.7K +450 +11%
CCB
1347
Country Club Bank
Missouri
$707K – – –
WFAG
1348
Worth Financial Advisory Group
North Carolina
$705K +$285K +1,480 +50%
Cary Street Partners
1349
Cary Street Partners
Virginia
$701K +$280K +1,455 +49%
HA
1350
Huntleigh Advisors
Missouri
$701K -$7.71K -40 -0.9%