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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
526
Independent Financial Group
California
$262K +$18.8K +347 +8%
CB
527
Commerce Bank
Missouri
$259K -$7.09K -131 -3%
NWAG
528
Net Worth Advisory Group
Utah
$259K -$14.8K -273 -6%
KCM
529
Kendall Capital Management
Maryland
$258K
KCM
530
Kathmere Capital Management
Pennsylvania
$257K +$250K +4,625 New
PAM
531
Paradigm Asset Management
New York
$256K
STA
532
Summit Trail Advisors
New York
$256K +$250K +4,610 New
OL
533
Optas LLC
Texas
$254K +$248K +4,578 New
EFS
534
Essex Financial Services
Connecticut
$253K +$247K +4,557 New
HIC
535
Holderness Investments Company
North Carolina
$251K
PL
536
Perpetual Ltd
Australia
$251K +$245K +4,518 New
IAS
537
Insigneo Advisory Services
Florida
$250K -$72.5K -1,339 -23%
Fiera Capital (Canada)
538
Fiera Capital (Canada)
Quebec, Canada
$248K +$242K +4,476 New
IF
539
Intrua Financial
Texas
$247K +$241K +4,455 New
LRIA
540
Leonard Rickey Investment Advisors
Washington
$247K +$2.65K +49 +1%
AHL
541
Abel Hall LLC
Louisiana
$247K -$354K -6,542 -60%
GSEP
542
Golden State Equity Partners
California
$246K +$240K +4,443 New
William Blair & Company
543
William Blair & Company
Illinois
$246K +$240K +4,427 New
AWA
544
Arete Wealth Advisors
Illinois
$245K -$12.6K -232 -5%
WSFS
545
Wilmington Savings Fund Society
Delaware
$245K +$58.4K +1,078 +32%
GLA
546
Good Life Advisors
Pennsylvania
$244K +$238K +4,401 New
SFC
547
SYM Financial Corp
Indiana
$242K +$237K +4,372 New
FW
548
FullCircle Wealth
Texas
$241K -$30.8K -569 -11%
PP
549
Patten & Patten
Tennessee
$241K
AWM
550
Avior Wealth Management
Nebraska
$240K