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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
726
Ascent Wealth Partners
New York
$4.26M +$190K +5,134 +5%
FFA
727
Fragasso Financial Advisors
Pennsylvania
$4.25M -$1.22M -32,931 -22%
RFM
728
Royal Fund Management
Florida
$4.24M -$3.18K -86 -0.1%
WI
729
WBI Investments
New Jersey
$4.24M +$733K +19,800 +21%
SC
730
SouthState Corp
Florida
$4.22M -$960K -25,941 -19%
WHG
731
Westwood Holdings Group
Texas
$4.21M +$161K +4,354 +4%
DIA
732
Dana Investment Advisors
Wisconsin
$4.17M -$962K -25,979 -19%
SIA
733
Soltis Investment Advisors
Utah
$4.17M +$1.8M +48,537 +76%
HF
734
HRT Financial
New York
$4.14M +$984K +26,584 +31%
WA
735
Wasatch Advisors
Utah
$4.12M +$152K +4,100 +4%
SW
736
SVB Wealth
Massachusetts
$4.1M -$86.5K -2,338 -2%
API
737
Advisor Partners II
California
$4.09M -$792K -21,403 -16%
BWM
738
BerganKDV Wealth Management
Minnesota
$4.08M +$28.6K +772 +0.7%
PMG
739
ProVise Management Group
Florida
$4.08M +$69K +1,864 +2%
DI
740
DFPG Investments
Utah
$4.07M +$1.02M +27,473 +30%
BL
741
BFSG LLC
California
$4.02M +$62.2K +1,680 +2%
KWM
742
Kingsview Wealth Management
Oregon
$4.02M +$662K +17,892 +20%
TNB
743
Thomasville National Bank
Georgia
$4.02M +$202K +5,458 +5%
SBH
744
Segall Bryant & Hamill
Illinois
$3.98M -$85.7K -2,316 -2%
BWG
745
Beta Wealth Group
California
$3.97M +$248K +6,689 +7%
EWA
746
EP Wealth Advisors
California
$3.96M +$1.53M +41,229 +214%
WPIC
747
White Pine Investment Company
Michigan
$3.96M -$84.6K -2,287 -2%
JFG
748
Jefferies Financial Group
New York
$3.93M -$249K -6,738 -6%
TCM
749
Telos Capital Management
California
$3.92M -$127K -3,424 -3%
SW
750
SkyOak Wealth
Michigan
$3.91M -$421K -11,365 -10%
28 29
30
31 32