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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
926
Schechter Investment Advisors
Michigan
$411K -$174K -2,095 -27%
CCG
927
Cypress Capital Group
Florida
$411K +$3.42K +41 +0.7%
AF
928
Allworth Financial
California
$410K -$35.8K -430 -7%
SAA
929
Southeast Asset Advisors
Georgia
$409K
CWM
930
Cornerstone Wealth Management
Missouri
$407K +$26K +312 +6%
RHJA
931
Rice Hall James & Associates
California
$405K
IFPG
932
Intrepid Financial Planning Group
Indiana
$404K +$25K +300 +6%
WB
933
WesBanco Bank
West Virginia
$403K -$1.57M -18,802 -77%
MWM
934
Mission Wealth Management
California
$403K +$5.75K +69 +1%
FLPIM
935
F.L. Putnam Investment Management
Massachusetts
$402K -$3.58K -43 -0.8%
FI
936
Fosun International
China
$400K +$471K +5,655 New
CWS
937
Confluence Wealth Services
Pennsylvania
$398K -$21.2K -254 -4%
CPSC
938
Carl P. Sherr & Co
Massachusetts
$398K
HH
939
Hilltop Holdings
Texas
$398K +$2.08K +25 +0.4%
IP
940
Intellectus Partners
California
$397K -$38.6K -464 -8%
PAMG
941
Patton Albertson Miller Group
Tennessee
$397K +$250 +3 +0.1%
SVWAG
942
Sound View Wealth Advisors Group
Georgia
$397K +$750 +9 +0.2%
CF
943
Centaurus Financial
California
$397K +$468K +5,617 New
CTC
944
Central Trust Company
Missouri
$395K +$24.7K +297 +6%
SP
945
Symmetry Partners
Connecticut
$393K
YWP
946
YorkBridge Wealth Partners
New York
$393K
MA
947
Montag & Associates
Georgia
$392K
AFS
948
Annapolis Financial Services
Maryland
$391K -$18.6K -223 -4%
IP
949
Ignite Planners
California
$389K +$18.8K +226 +4%
OPPTF
950
OPSEU Pension Plan Trust Fund
Ontario, Canada
$387K +$7.16K +86 +2%