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Name Holding Trade Value Shares
Change
Change in
Stake
MG
951
Mather Group
Illinois
$546K -$6.2K -53 -1%
B
952
Barings
North Carolina
$545K -$455K -3,894 -43%
AWM
953
Altium Wealth Management
New York
$544K -$819 -7 -0.1%
EWA
954
EP Wealth Advisors
California
$544K +$199K +1,699 +48%
Holocene Advisors
955
Holocene Advisors
New York
$540K +$606K +5,181 New
LIA
956
LS Investment Advisors
Michigan
$538K
BG
957
Bollard Group
Massachusetts
$538K +$1.75K +15 +0.3%
PCA
958
Personal Capital Advisors
California
$536K -$11.2K -96 -2%
GWM
959
Greenwich Wealth Management
Connecticut
$534K +$15.4K +132 +3%
JWM
960
Janiczek Wealth Management
Colorado
$532K -$50.1K -428 -8%
NFC
961
Northeast Financial Consultants
Connecticut
$530K +$182K +1,556 +44%
VIA
962
Vident Investment Advisory
Georgia
$530K +$241K +2,062 +68%
EWM
963
Endowment Wealth Management
Wisconsin
$529K +$39.1K +334 +7%
RB
964
Renasant Bank
Mississippi
$529K +$65.4K +559 +12%
FAIM
965
Financial Advocates Investment Management
Washington
$529K +$79.5K +680 +15%
IF
966
Insight Folios
North Carolina
$529K +$593K +5,070 New
VCM
967
Virtue Capital Management
Tennessee
$528K +$60.1K +514 +11%
HIA
968
Harbor Investment Advisory
Maryland
$527K -$24.4K -209 -4%
BSW
969
Buckingham Strategic Wealth
Missouri
$527K -$234 -2 -0%
PGFC
970
Peapack-Gladstone Financial Corp
New Jersey
$525K +$20.9K +179 +4%
JC
971
JB Capital
Connecticut
$523K -$70.3K -601 -11%
AAM
972
AR Asset Management
California
$522K
EH
973
EMG Holdings
Connecticut
$522K +$585K +5,000 New
RHBC
974
R.H. Bluestein & Co
Michigan
$521K -$117K -1,000 -17%
QFA
975
Quattro Financial Advisors
Texas
$521K