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Name Holding Trade Value Shares
Change
Change in
Stake
WMA
876
Wealth Management Associates
New Jersey
$479K
PAMG
877
Patton Albertson Miller Group
Tennessee
$476K -$15.1K -195 -3%
SF
878
Synovus Financial
Georgia
$474K -$149K -1,928 -24%
WTC
879
WhitTier Trust Company
Nevada
$474K
SFA
880
Sequoia Financial Advisors
Ohio
$474K +$119K +1,534 +34%
GIP
881
Granite Investment Partners
California
$472K
BB
882
Busey Bank
Illinois
$470K
ADL
883
Asset Dedication LLC
California
$469K -$195K -2,513 -30%
MJP
884
Michael J. Puzo
$465K
AWM
885
Aberdeen Wealth Management
Illinois
$464K -$15.8K -204 -3%
GWSG
886
GPS Wealth Strategies Group
Colorado
$461K +$11.4K +147 +3%
OWM
887
OneAscent Wealth Management
Alabama
$460K +$26.4K +340 +6%
HL
888
HeadInvest LLC
Maine
$459K +$16K +206 +4%
DA
889
DCM Advisors
New York
$459K +$64.4K +830 +17%
CTFG
890
Capstone Triton Financial Group
Oklahoma
$458K +$5.35K +69 +1%
GI
891
Gradient Investments
Minnesota
$457K -$13.4M -172,603 -97%
MFA
892
Mayflower Financial Advisors
Massachusetts
$456K +$620 +8 +0.1%
PCM
893
Prelude Capital Management
New York
$456K +$446K +5,758 New
SAA
894
Southeast Asset Advisors
Georgia
$455K
CCG
895
Cypress Capital Group
Florida
$454K -$155 -2 -0%
PP
896
Patron Partners
Texas
$454K +$112K +1,448 +34%
BFO
897
Boston Family Office
Massachusetts
$452K
Vontobel Holding
898
Vontobel Holding
Switzerland
$447K -$1.29M -16,575 -74%
CGL
899
Clarius Group LLC
Washington
$446K +$5.43K +70 +1%
S
900
Seeyond
France
$446K +$222K +2,859 +102%