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Name Holding Trade Value Shares
Change
Change in
Stake
HH
701
Hilltop Holdings
Texas
$570K +$61.8K +813 +13%
GI
702
Gradient Investments
Minnesota
$566K -$222K -2,915 -29%
BL
703
Balentine LLC
Georgia
$563K +$105K +1,386 +25%
XS
704
XR Securities
Illinois
$562K -$89.4K -1,176 -14%
BWP
705
BSW Wealth Partners
Colorado
$559K +$60.6K +797 +13%
HAM
706
Hammer Asset Management
California
$558K -$469K -6,175 -47%
LNC
707
Lincoln National Corp
Pennsylvania
$558K -$118K -1,549 -18%
SIAS
708
Shine Investment Advisory Services
Colorado
$550K -$18.1K -238 -3%
ASN
709
Advisory Services Network
Georgia
$547K -$2.3M -30,266 -82%
TC
710
TownSquare Capital
Utah
$545K +$179K +2,358 +56%
PTC
711
Private Trust Company
Ohio
$542K +$508K +6,689 New
JIM
712
Jensen Investment Management
Oregon
$541K +$226K +2,980 +81%
BBHC
713
Brown Brothers Harriman & Co
New York
$533K -$6.38K -84 -1%
VOYA Investment Management
714
VOYA Investment Management
Georgia
$530K -$423K -5,562 -46%
BFG
715
Beacon Financial Group
Texas
$526K +$493K +6,492 New
OWA
716
One Wealth Advisors
California
$519K -$114K -1,503 -19%
KWM
717
Kingsview Wealth Management
Oregon
$518K +$36.9K +485 +8%
LIM
718
Loudon Investment Management
New Hampshire
$516K -$85K -1,119 -15%
HA
719
HYA Advisors
Missouri
$515K +$2.05K +27 +0.4%
WAS
720
WESPAC Advisors SoCal
California
$513K
LC
721
Lindbrook Capital
California
$511K +$103K +1,360 +27%
ACM
722
Alta Capital Management
Utah
$508K +$476K +6,270 New
AAM
723
Aureus Asset Management
Massachusetts
$504K -$82.6K -1,087 -15%
Charles Schwab
724
Charles Schwab
California
$498K -$144K -1,890 -24%
APP
725
Avantax Planning Partners
Iowa
$496K