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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
426
United Capital Financial Advisors
Texas
$693K +$3.67K +16 +0.5%
NFAM
427
North Fourth Asset Management
New Jersey
$693K +$688K +3,000 New
FMWA
428
Forvis Mazars Wealth Advisors
Missouri
$687K +$14.7K +64 +2%
AIS
429
American Investment Services
Massachusetts
$686K – – –
MAM
430
Mastrapasqua Asset Management
Tennessee
$685K -$112K -490 -14%
V
431
Veritable
Delaware
$685K -$67.4K -294 -9%
FLI
432
Family Legacy Inc
South Carolina
$664K -$1.15K -5 -0.2%
LW
433
Linscomb Wealth
Texas
$662K -$11K -48 -2%
SWM
434
Segment Wealth Management
Texas
$658K +$39K +170 +6%
IIA
435
ICW Investment Advisors
Arizona
$651K -$28.9K -126 -4%
CIA
436
Capital Investment Advisors
Georgia
$647K -$35.5K -155 -5%
SDIC
437
South Dakota Investment Council
South Dakota
$647K – – –
GA
438
GoalVest Advisory
New York
$642K +$637K +2,779 New
MFG
439
Merit Financial Group
Georgia
$637K -$91.7K -400 -13%
GCMG
440
Gyroscope Capital Management Group
Florida
$635K -$54.8K -239 -8%
LHC
441
Little House Capital
Massachusetts
$635K +$201K +879 +47%
SIC
442
SFE Investment Counsel
California
$629K +$5.73K +25 +0.9%
MA
443
MUFG Americas
New York
$628K +$32.1K +140 +5%
JFA
444
Johanson Financial Advisors
California
$625K +$18.6K +81 +3%
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$613K +$9.4K +41 +2%
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$610K +$153K +666 +34%
MML Investors Services
447
MML Investors Services
Massachusetts
$605K -$23.4K -102 -4%
CAGAS
448
Capital Advisory Group Advisory Services
Minnesota
$604K +$229K +999 +62%
MWM
449
Merriman Wealth Management
Washington
$592K +$299K +1,306 +104%
BMSSC
450
B. Metzler seel. Sohn & Co
Germany
$583K +$578K +2,523 New