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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Apollon Wealth Management
South Carolina
$384K +$20.4K +74 +6%
MIM
702
Morningstar Investment Management
Illinois
$382K
FTWA
703
Fifth Third Wealth Advisors
Ohio
$381K +$366K +1,326 New
BFG
704
Bleakley Financial Group
New Jersey
$378K +$23.2K +84 +7%
SW
705
Simplicity Wealth
New Jersey
$378K +$24.3K +88 +7%
BO
706
Bank OZK
Arkansas
$377K
LWAM
707
Legacy Wealth Asset Management
Minnesota
$376K +$20.4K +74 +6%
BWA
708
Blodgett Wealth Advisors
California
$374K
AA
709
Advisory Alpha
Michigan
$372K +$80.2K +291 +29%
WCM
710
Whitener Capital Management
North Carolina
$371K +$1.38K +5 +0.4%
HIP
711
HUB Investment Partners
Texas
$369K -$34.2K -124 -9%
PI
712
PFG Investments
New York
$368K +$25.1K +91 +8%
TNA
713
True North Advisors
Texas
$367K +$59.3K +215 +20%
SP
714
Systematic Portfolios
New York
$356K +$341K +1,237 New
SC
715
Syon Capital
California
$355K +$19.9K +72 +6%
RA
716
Rise Advisors
New York
$355K +$2.48K +9 +0.7%
AHC
717
Adell Harriman & Carpenter
Texas
$354K
SFI
718
SPC Financial Inc
Maryland
$352K +$41.4K +150 +14%
ATC
719
Argent Trust Co
Tennessee
$348K +$552 +2 +0.2%
MG
720
Mather Group
Illinois
$347K +$26.7K +97 +9%
NP
721
Nilsine Partners
Colorado
$347K +$3.31K +12 +1%
WHCI
722
W.H. Cornerstone Investments
Massachusetts
$345K -$10.2K -37 -3%
OA
723
Oxbow Advisors
Texas
$344K
FFG
724
Fiduciary Financial Group
California
$338K +$305K +1,105 New
JIC
725
Johnson Investment Counsel
Ohio
$338K