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Name Holding Trade Value Shares
Change
Change in
Stake
SW
676
SkyOak Wealth
Michigan
$811K +$609K +11,265 New
PAM
677
Paradigm Asset Management
New York
$810K +$609K +11,250 New
RWM
678
Ritholtz Wealth Management
New York
$808K +$607K +11,220 New
FA
679
FCG Advisors
New Jersey
$806K
BDS
680
Banco de Sabadell
Florida
$805K +$625K +11,550 New
PGFC
681
Peapack-Gladstone Financial Corp
New Jersey
$804K
FB
682
Fulton Bank
Pennsylvania
$804K +$605K +11,175 New
NL
683
NWAM LLC
Washington
$801K +$602K +11,130 New
LWA
684
Lineweaver Wealth Advisors
Ohio
$787K +$24.3K +450 +4%
GWS
685
Glassman Wealth Services
Virginia
$786K +$11.4K +210 +2%
PFBT
686
Parkside Financial Bank & Trust
Missouri
$778K +$490K +9,060 +516%
AFS
687
Access Financial Services
Minnesota
$777K
FIM
688
Freedom Investment Management
Connecticut
$774K +$233K +4,305 +67%
WTC
689
WhitTier Trust Company
Nevada
$764K -$64.9K -1,200 -10%
FFG
690
Frisch Financial Group
New York
$761K +$182K +3,360 +47%
FFN
691
Focus Financial Network
Minnesota
$760K -$2.3M -42,540 -80%
SIC
692
Samalin Investment Counsel
New York
$760K -$72.2K -1,335 -11%
VCA
693
Verdence Capital Advisors
Maryland
$757K +$43.8K +810 +8%
CC
694
Callan Capital
California
$755K -$4.87K -90 -0.9%
SFS
695
Sowell Financial Services
Arkansas
$752K -$127K -2,340 -18%
MCCP
696
Mission Creek Capital Partners
California
$734K -$158K -2,925 -22%
CA
697
Claro Advisors
Massachusetts
$734K -$15.4K -285 -3%
EW
698
Evoke Wealth
California
$729K +$15.4K +285 +3%
CWM
699
Concentric Wealth Management
California
$726K -$4.06K -75 -0.7%
FTI
700
Fiduciary Trust International
Massachusetts
$726K