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Name Holding Trade Value Shares
Change
Change in
Stake
LW
926
Linscomb Wealth
Texas
$430K -$5.4K -73 -1%
SWM
927
Segment Wealth Management
Texas
$429K -$108K -1,467 -20%
SIA
928
Schechter Investment Advisors
Michigan
$427K -$2.59K -35 -0.6%
PCS
929
Personal CFO Solutions
New Jersey
$425K +$12.2K +165 +3%
IFPG
930
Intrepid Financial Planning Group
Indiana
$424K
WMA
931
Wealth Management Associates
New Jersey
$422K +$25.1K +340 +6%
RA
932
RFG Advisory
Alabama
$420K -$64.2K -868 -13%
PVI
933
Pine Valley Investments
New Jersey
$419K +$215K +2,905 +106%
CCA
934
Checchi Capital Advisers
California
$418K +$14.2K +192 +4%
CPSC
935
Carl P. Sherr & Co
Massachusetts
$418K
CWS
936
Confluence Wealth Services
Pennsylvania
$415K -$2.14K -29 -0.5%
KFP
937
KB Financial Partners
New Jersey
$414K -$246K -3,326 -37%
IWM
938
IHT Wealth Management
Illinois
$413K +$813 +11 +0.2%
MYLI
939
Meiji Yasuda Life Insurance
Japan
$413K -$318K -4,300 -44%
SP
940
Symmetry Partners
Connecticut
$412K
RHJA
941
Rice Hall James & Associates
California
$412K -$11.1K -150 -3%
GLA
942
Great Lakes Advisors
Illinois
$411K -$33.6K -455 -8%
TFA
943
Transamerica Financial Advisors
Florida
$411K +$126K +1,700 +44%
NWM
944
Northcape Wealth Management
New York
$411K -$9.61K -130 -2%
SVWAG
945
Sound View Wealth Advisors Group
Georgia
$411K -$6.8K -92 -2%
HI
946
Harbour Investments
Wisconsin
$410K +$4.44K +60 +1%
GLA
947
Good Life Advisors
Pennsylvania
$410K -$2.88K -39 -0.7%
MTC
948
McDaniel Terry & Co
Texas
$409K +$37.2K +503 +10%
RT
949
Rockland Trust
Massachusetts
$408K +$24.7K +334 +6%
GRP
950
Global Retirement Partners
California
$406K +$27.3K +369 +7%