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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
876
Howland Capital Management
Massachusetts
$685K -$24K -477 -4%
IAS
877
Investment Advisory Services
Texas
$682K +$12.7K +252 +2%
MA
878
Montag & Associates
Georgia
$681K +$72.3K +1,435 +13%
IAA
879
Independent Advisor Alliance
North Carolina
$680K +$103K +2,053 +20%
AGAM
880
Audent Global Asset Management
California
$680K +$29.8K +592 +5%
BTI
881
Blue Trust Inc
Georgia
$678K -$21.2K -420 -3%
AWS
882
Aspen Wealth Strategies
Colorado
$676K -$45K -892 -7%
SFG
883
Summit Financial Group
West Virginia
$671K -$19.9K -395 -3%
WW
884
Waterfront Wealth
Kansas
$667K +$22.9K +454 +3%
FCG
885
Fielder Capital Group
Tennessee
$667K +$13.3K +264 +2%
SPWM
886
Schrum Private Wealth Management
Florida
$664K +$133K +2,646 +28%
PPP
887
Private Portfolio Partners
New Jersey
$661K
LWM
888
LJI Wealth Management
Indiana
$658K
LI
889
Lafayette Investments
Maryland
$658K +$25.2K +500 +4%
WF
890
Welch & Forbes
Massachusetts
$657K -$108K -2,143 -15%
EFS
891
Essex Financial Services
Connecticut
$651K -$50.3K -997 -8%
SP
892
Symmetry Partners
Connecticut
$647K +$152K +3,020 +34%
CA
893
Commerzbank Aktiengesellschaft
Germany
$644K +$255K +5,065 +76%
ATPW
894
Ashton Thomas Private Wealth
Arizona
$633K +$26.2K +520 +5%
STA
895
Summit Trail Advisors
New York
$632K +$47.8K +949 +9%
CWM
896
Congress Wealth Management
Massachusetts
$629K -$33K -655 -5%
HH
897
Hilltop Holdings
Texas
$629K +$36.3K +721 +7%
SPG
898
Strategic Planning Group
Utah
$629K +$96.8K +1,921 +20%
FCBT
899
First Citizens Bank & Trust
North Carolina
$625K +$575K +11,410 New
Connor, Clark & Lunn Investment Management (CC&L)
900
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$624K -$140K -2,769 -20%