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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1076
Narwhal Capital Management
Georgia
$467K
HSA
1077
HBK Sorce Advisory
Pennsylvania
$465K -$389K -4,183 -48%
CWM
1078
Cordatus Wealth Management
Pennsylvania
$462K +$426K +4,579 New
RBC
1079
Romano Brothers & Co
Illinois
$461K +$186 +2 +0%
FG
1080
Foster Group
Iowa
$458K +$106K +1,140 +34%
ITFISA
1081
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$454K -$140K -1,500 -25%
PWP
1082
Phillips Wealth Planners
Mississippi
$453K -$69.9K -751 -14%
GFWA
1083
Grey Fox Wealth Advisors
Delaware
$453K -$218K -2,345 -34%
DWP
1084
Daymark Wealth Partners
Ohio
$453K +$417K +4,485 New
PMA
1085
Prudent Man Advisors
Illinois
$452K
SF
1086
Synovus Financial
Georgia
$451K +$35.2K +378 +9%
WPC
1087
Wedmont Private Capital
Pennsylvania
$445K +$394K +4,233 New
BAM
1088
Byrne Asset Management
New Jersey
$445K +$66.2K +711 +19%
SAI
1089
Systematic Alpha Investments
New Jersey
$444K
LI
1090
LMCG Investments
Massachusetts
$444K -$18.2K -196 -4%
BF
1091
BOK Financial
Oklahoma
$442K -$43.2K -464 -10%
SWM
1092
Seed Wealth Management
Illinois
$442K
First Manhattan
1093
First Manhattan
New York
$438K
KMWM
1094
Keudell/Morrison Wealth Management
Oregon
$437K +$1.68K +18 +0.4%
AWA
1095
Aaron Wealth Advisors
Illinois
$435K -$1.96M -21,016 -83%
ACI
1096
Alpha Cubed Investments
California
$435K -$37.3K -401 -9%
VC
1097
Veracity Capital
Georgia
$429K +$2.42K +26 +0.6%
MFG
1098
Merit Financial Group
Georgia
$428K +$120K +1,289 +44%
WA
1099
Wealth Architects
California
$427K -$6.98K -75 -2%
PHS
1100
Pekin Hardy Strauss
Illinois
$426K -$640K -6,875 -62%