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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
576
Capital Asset Advisory Services
Michigan
$462K -$63.6K -229 -12%
SFG
577
Synergy Financial Group
California
$462K +$469K +1,690 New
AssetMark Inc
578
AssetMark Inc
California
$459K +$421K +1,516 +913%
OTPPB
579
Ontario Teachers' Pension Plan Board
Ontario, Canada
$458K +$45K +162 +11%
BF
580
BOK Financial
Oklahoma
$457K +$5K +18 +1%
WTA
581
Washington Trust Advisors
Massachusetts
$453K +$460K +1,658 New
MFG
582
Menard Financial Group
Texas
$451K +$54.1K +195 +13%
C
583
Certuity
Florida
$450K -$119K -428 -21%
RFC
584
Regions Financial Corp
Alabama
$450K +$29.4K +106 +7%
BPA
585
Beacon Pointe Advisors
California
$440K -$5.26M -18,947 -92%
MOS
586
MGO One Seven
Ohio
$440K +$23K +83 +5%
NB
587
Norinchukin Bank
Japan
$438K -$270K -972 -38%
UC
588
Unio Capital
New Jersey
$437K – – –
RFO
589
RiverGlades Family Offices
Florida
$437K – – –
WA
590
Wealth Alliance
New York
$430K +$34.4K +124 +9%
NA
591
NewEdge Advisors
Louisiana
$417K +$160K +578 +61%
ACM
592
Argent Capital Management
Missouri
$410K – – –
PCS
593
Personal CFO Solutions
New Jersey
$408K +$25.3K +91 +6%
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$406K +$92.5K +333 +29%
AG
595
Ascent Group
Virginia
$404K +$457K +1,645 New
SWA
596
Sax Wealth Advisors
New Jersey
$403K – – –
TFCP
597
Twin Focus Capital Partners
Massachusetts
$399K +$2.78K +10 +0.7%
CI
598
Cigna Investments
Connecticut
$381K -$1.11K -4 -0.3%
FFS
599
Founders Financial Securities
Maryland
$380K +$69.4K +250 +22%
HI
600
Horizon Investments
North Carolina
$380K +$69.4K +250 +22%