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Name Holding Trade Value Shares
Change
Change in
Stake
LWPC
851
Legacy Wealth Partners (Colorado)
Colorado
$712K +$131K +1,727 +25%
PAG
852
Powers Advisory Group
Illinois
$710K -$49.8K -658 -7%
RL
853
Rogco LP
Oklahoma
$710K +$34.5K +456 +6%
SWA
854
Stratos Wealth Advisors
Ohio
$709K +$68.1K +900 +12%
BG
855
Bahl & Gaynor
Ohio
$707K +$42.8K +565 +7%
IAG
856
Ipsen Advisor Group
Arkansas
$702K +$636K +8,401 New
SOAM
857
SBI Okasan Asset Management
Japan
$701K – – –
FB
858
Fulton Bank
Pennsylvania
$696K -$123K -1,631 -16%
MFA
859
Mayflower Financial Advisors
Massachusetts
$695K +$95.5K +1,262 +18%
TL
860
Tradewinds LLC
North Carolina
$692K +$72.8K +962 New
IFG
861
Independent Financial Group
California
$691K -$48.7K -643 -7%
GT
862
Greenleaf Trust
Michigan
$690K -$180K -2,376 -22%
WCM
863
Winebrenner Capital Management
Kentucky
$685K -$908 -12 -0.1%
KCAM
864
Kagan Cocozza Asset Management
New Jersey
$685K +$19.2K +254 +3%
BHC
865
Bull Harbor Capital
Maryland
$684K +$211K +2,791 +52%
AC
866
AlphaCore Capital
California
$679K -$474K -6,263 -44%
LG
867
LaFleur & Godfrey
Michigan
$673K -$2.12K -28 -0.3%
TG
868
TCW Group
California
$672K +$10.6K +140 +2%
RC
869
Rexford Capital
Texas
$668K +$1.44K +19 +0.2%
PIM
870
Provident Investment Management
Michigan
$665K -$212K -2,800 -26%
TWM
871
Tolleson Wealth Management
Texas
$662K +$908 +12 +0.2%
EWA
872
EverSource Wealth Advisors
Alabama
$662K -$47.4K -626 -7%
WPC
873
Wedmont Private Capital
Pennsylvania
$660K +$57.4K +758 +11%
GXJ
874
Global X Japan
Japan
$660K +$5.83K +77 +1%
GM
875
GeoWealth Management
Illinois
$659K -$71K -938 -11%