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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
301
Sequoia Financial Advisors
Ohio
$583K +$46.9K +884 +8%
ECM
302
Evergreen Capital Management
Washington
$583K +$82.6K +1,557 +15%
AWAG
303
ARS Wealth Advisors Group
Florida
$572K +$607K +11,430 New
CAM
304
Cypress Asset Management
Texas
$562K -$37.2K -700 -6%
GT
305
Greenleaf Trust
Michigan
$562K +$45K +848 +8%
ASN
306
Advisory Services Network
Georgia
$560K +$62K +1,168 +12%
Fayez Sarofim & Co
307
Fayez Sarofim & Co
Texas
$559K
RMAM
308
Raab & Moskowitz Asset Management
New Jersey
$558K
BRWA
309
B. Riley Wealth Advisors
Florida
$555K -$6.79K -128 -1%
OC
310
Oppenheimer & Co
New York
$555K +$13.2K +248 +2%
BCM
311
Brasada Capital Management
Texas
$550K +$584K +11,000 New
EWA
312
EP Wealth Advisors
California
$541K +$185K +3,478 +47%
ERIC
313
Eagle Rock Investment Company
Georgia
$540K
VFA
314
Voya Financial Advisors
Connecticut
$533K +$62.9K +1,185 +13%
WAM
315
Weatherly Asset Management
California
$527K -$125K -2,350 -18%
GSWM
316
Greenup Street Wealth Management
Michigan
$525K +$106K +1,991 +23%
PA
317
Probity Advisors
Texas
$509K +$22.3K +420 +4%
RHBC
318
R.H. Bluestein & Co
Michigan
$500K
CAMG
319
CWA Asset Management Group
Florida
$497K -$38.7K -730 -7%
DCM
320
DGS Capital Management
New Jersey
$488K +$65K +1,224 +14%
ZB
321
Zions Bancorporation
Utah
$486K +$61.4K +1,157 +14%
USCWA
322
U.S. Capital Wealth Advisors
Texas
$473K -$109K -2,050 -18%
SAM
323
Secure Asset Management
Michigan
$473K +$70K +1,319 +16%
JC
324
Jacobs & Co
California
$466K -$53.1K -1,000 -10%
EGA
325
E&G Advisors
Texas
$463K