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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
601
Sequoia Financial Advisors
Ohio
$450K +$61.2K +184 +18%
BPA
602
Beacon Pointe Advisors
California
$446K -$18K -54 -4%
RFP
603
Root Financial Partners
California
$446K +$32.9K +99 +9%
FTDI
604
First Trust Direct Indexing
Massachusetts
$444K +$131K +394 +49%
MIA
605
MMBG Investment Advisors
Florida
$442K
Thrivent Financial for Lutherans
606
Thrivent Financial for Lutherans
Minnesota
$441K -$1.48M -4,456 -79%
IP
607
Intellectus Partners
California
$439K -$20.9K -63 -5%
PI
608
PFG Investments
New York
$438K -$48.2K -145 -11%
TCA
609
Transcend Capital Advisors
New Jersey
$437K +$394K +1,186 New
ZB
610
Zions Bancorporation
Utah
$431K +$21.3K +64 +6%
ZIG
611
Zullo Investment Group
Pennsylvania
$426K
HWM
612
HB Wealth Management
Georgia
$425K +$39.6K +119 +12%
CIS
613
Custom Index Systems
New York
$424K +$11K +33 +3%
CCP
614
Clough Capital Partners
Massachusetts
$420K +$379K +1,140 New
CWP
615
Capital Wealth Planning
Florida
$418K +$108K +324 +40%
GIA
616
Gateway Investment Advisers
Ohio
$418K +$377K +1,133 New
WPC
617
Wedmont Private Capital
Pennsylvania
$417K +$61.5K +185 +19%
SMA
618
Seven Mile Advisory
New Jersey
$414K +$58.5K +176 +19%
FAIM
619
Financial Advocates Investment Management
Washington
$411K +$15.6K +47 +4%
FB
620
Fulton Bank
Pennsylvania
$411K +$4.66K +14 +1%
CAMG
621
CWA Asset Management Group
Florida
$409K +$369K +1,109 New
MFIM
622
Mesirow Financial Investment Management
Illinois
$409K +$40.6K +122 +12%
BPC
623
Banque Pictet & Cie
Switzerland
$405K +$366K +1,100 New
FFM
624
Forum Financial Management
Illinois
$405K -$5.99K -18 -2%
Jones Financial Companies
625
Jones Financial Companies
Missouri
$403K +$167K +503 +86%