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Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
651
Thurston Springer Miller Herd & Titak
Indiana
$433K -$21.2K -265 -5%
HH
652
Hilltop Holdings
Texas
$433K +$414K +5,174 New
JCM
653
Jacobi Capital Management
Pennsylvania
$429K +$56.4K +705 +16%
SSA
654
Sierra Summit Advisors
Nevada
$428K +$63.9K +799 +18%
FB
655
Fulton Bank
Pennsylvania
$428K -$27.8K -348 -6%
FFA
656
First Foundation Advisors
California
$426K +$12.3K +154 +3%
AWM
657
AE Wealth Management
Kansas
$425K -$181K -2,268 -31%
SC
658
Syon Capital
California
$424K +$18.6K +232 +5%
BOC
659
Bull Oak Capital
California
$423K +$405K +5,059 New
NAS
660
NWF Advisory Services
California
$422K +$560 +7 +0.1%
WANY
661
Wealthspire Advisors (New York)
New York
$422K +$44.6K +558 +12%
FA
662
Financial Alternatives
California
$421K
LFG
663
Larson Financial Group
Missouri
$418K -$79.8K -998 -17%
WC
664
Whitney & Co
New York
$417K -$63.8K -798 -14%
IAN
665
Integrated Advisors Network
Texas
$415K -$2.08K -26 -0.5%
WAM
666
Weatherly Asset Management
California
$413K -$9.6K -120 -2%
UAML
667
US Asset Management LLC
Pennsylvania
$413K
FRA
668
Frank Rimerman Advisors
California
$412K -$1.52K -19 -0.4%
AIA
669
AIMZ Investment Advisors
California
$411K
PIA
670
Perennial Investment Advisors
California
$409K -$5.6K -70 -1%
HGERS
671
Householder Group Estate & Retirement Specialist
Arizona
$408K
FWIA
672
Fort Washington Investment Advisors
Ohio
$408K -$2.64K -33 -0.7%
FFG
673
Fortem Financial Group
California
$406K +$106K +1,330 +38%
CAG
674
Crestwood Advisors Group
Massachusetts
$395K +$7.68K +96 +2%
CAI
675
Capital Advisors Inc
Oklahoma
$393K