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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
426
HBK Sorce Advisory
Pennsylvania
$447K -$5.09K -56 -1%
XWM
427
Xcel Wealth Management
Florida
$447K -$51.5K -567 -10%
KCP
428
Kera Capital Partners
California
$445K +$122K +1,339 +38%
WPC
429
Wedmont Private Capital
Pennsylvania
$445K +$17K +187 +4%
SO
430
STRS Ohio
Ohio
$444K +$58.1K +640 +15%
PAS
431
Park Avenue Securities
New York
$441K +$436K +4,803 New
SAG
432
SageView Advisory Group
California
$438K -$1.73K -19 -0.4%
EWM
433
Empirical Wealth Management
Washington
$437K +$75.5K +831 +21%
PAMP
434
Polar Asset Management Partners
Ontario, Canada
$432K +$428K +4,712 New
CWM
435
Cornerstone Wealth Management
Missouri
$432K +$428K +4,710 New
BBA
436
BLB&B Advisors
Pennsylvania
$426K -$22.9K -252 -5%
TCA
437
Transcend Capital Advisors
New Jersey
$423K +$999 +11 +0.2%
AL
438
Aspiriant LLC
California
$423K +$209K +2,302 +100%
SAM
439
Securian Asset Management
Minnesota
$420K -$9.09K -100 -2%
SCP
440
Sivia Capital Partners
California
$419K -$284K -3,121 -41%
FWA
441
FSM Wealth Advisors
Ohio
$418K +$4.27K +47 +1%
CAG
442
Crestwood Advisors Group
Massachusetts
$418K +$80.7K +888 +24%
SAM
443
Sagewood Asset Management
New York
$414K +$67.2K +740 +20%
CIC
444
Carnegie Investment Counsel
Ohio
$411K
MWM
445
Mission Wealth Management
California
$410K +$406K +4,473 New
SAI
446
Savvy Advisors Inc
New York
$409K -$185K -2,033 -31%
FIA
447
Foundations Investment Advisors
Arizona
$406K +$84.7K +932 +27%
EWA
448
EverSource Wealth Advisors
Alabama
$404K -$160K -1,763 -29%
CFG
449
Capital Financial Group
Colorado
$404K -$81.8K -900 -17%
CPC
450
Cookson Peirce & Co
Pennsylvania
$398K +$43.2K +475 +12%