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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
626
Eagle Global Advisors
Texas
$1.23M – – –
SVWAG
627
Sound View Wealth Advisors Group
Georgia
$1.23M +$33.6K +230 +3%
CFG
628
Citizens Financial Group
Rhode Island
$1.23M +$278K +1,900 +27%
AIM
629
Arcadia Investment Management
Michigan
$1.23M – – –
FRA
630
Frank Rimerman Advisors
California
$1.22M +$222K +1,520 +21%
IA
631
IAM Advisory
Pennsylvania
$1.22M -$30.7K -210 -2%
SXL
632
Summit X LLC
Missouri
$1.22M -$24.8K -170 -2%
EPA
633
Element Pointe Advisors
Florida
$1.21M -$393K -2,690 -23%
CIAS
634
Capital Investment Advisory Services
North Carolina
$1.21M +$148K +1,010 +13%
Pacer Advisors
635
Pacer Advisors
Pennsylvania
$1.2M -$17.5K -120 -1%
PFG
636
PAX Financial Group
Texas
$1.2M +$51.1K +350 +4%
CNWM
637
Clay Northam Wealth Management
California
$1.19M +$1.26M +8,610 New
NW
638
NewEdge Wealth
Pennsylvania
$1.18M +$219K +1,500 +21%
SI
639
Stephens Inc
Arkansas
$1.18M +$327K +2,240 +35%
CMANY
640
Capital Management Associates (New York)
New York
$1.17M – – –
HCM
641
HGI Capital Management
New York
$1.17M +$1.24M +8,470 New
LHWM
642
Lake Hills Wealth Management
Texas
$1.17M +$1.24M +8,470 New
MPM
643
MBB Public Markets
Illinois
$1.16M +$1.23M +8,450 New
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.16M +$102K +700 +9%
HCA
645
Harbour Capital Advisors
Virginia
$1.16M +$16.1K +110 +1%
FPCP
646
Fort Point Capital Partners
California
$1.15M – – –
P
647
Paradiem
Louisiana
$1.15M +$476K +3,260 +38%
JWM
648
Jeppson Wealth Management
California
$1.14M +$70.1K +480 +6%
AWA
649
Arete Wealth Advisors
Illinois
$1.12M +$148K +1,010 +14%
CFB
650
Cullen/Frost Bankers
Texas
$1.12M +$10.2K +70 +0.9%