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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
626
Sagespring Wealth Partners
Tennessee
$650K -$17.8K -191 -3%
JIC
627
Johnson Investment Counsel
Ohio
$649K +$168K +1,807 +35%
SIAG
628
Safeguard Investment Advisory Group
California
$641K +$558 +6 +0.1%
Lazard Asset Management
629
Lazard Asset Management
New York
$639K -$2.8M -30,132 -81%
HWMO
630
Heritage Wealth Management (Ohio)
Ohio
$637K +$639K +6,867 New
IWM
631
IHT Wealth Management
Illinois
$630K +$59.2K +636 +10%
WA
632
Waddell & Associates
Tennessee
$629K +$58.9K +633 +10%
SC
633
Syon Capital
California
$629K +$54.3K +584 +9%
AWA
634
Aaron Wealth Advisors
Illinois
$628K +$52.9K +569 +9%
FBT
635
First Bankers Trust
Kentucky
$624K -$16.6K -179 -3%
CPWA
636
Cerro Pacific Wealth Advisors
California
$624K +$198K +2,131 +46%
PAM
637
Panagora Asset Management
Massachusetts
$624K -$1.71M -18,424 -73%
LCM
638
LVM Capital Management
Michigan
$619K
RS
639
R Squared
Hong Kong
$619K +$621K +6,672 New
MBTD
640
Mechanics Bank - Trust Department
California
$612K +$2.79K +30 +0.5%
SC
641
Sepio Capital
Utah
$610K +$6.6K +71 +1%
TFGT
642
TS Financial Group (TSFG)
Illinois
$609K +$30.2K +325 +5%
CCA
643
Checchi Capital Advisers
California
$598K +$8.93K +96 +2%
OPA
644
Old Port Advisors
Maine
$597K +$108K +1,156 +22%
LFG
645
Larson Financial Group
Missouri
$597K -$311K -3,344 -34%
HP
646
Havemeyer Place
Connecticut
$590K -$879K -9,449 -60%
EPM
647
Elm Partners Management
Pennsylvania
$588K +$465 +5 +0.1%
FCH
648
Freestone Capital Holdings
Washington
$588K +$254K +2,736 +76%
HI
649
Harbour Investments
Wisconsin
$588K -$42.2K -454 -7%
DFG
650
Demars Financial Group
Washington
$581K