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Name Holding Trade Value Shares
Change
Change in
Stake
S
626
SignatureFD
Georgia
$620K -$43.6K -192 -6%
FB
627
Fulton Bank
Pennsylvania
$617K -$13.2K -58 -2%
LCM
628
Landscape Capital Management
New Jersey
$615K -$5.49M -24,149 -89%
MFG
629
Merit Financial Group
Georgia
$612K -$391K -1,721 -38%
EI
630
EFG International
$606K +$641K +2,821 New
AFG
631
Atomi Financial Group
New York
$605K +$158K +696 +33%
SI
632
Stephens Inc
Arkansas
$599K -$483K -2,124 -43%
FFO
633
Fiduciary Family Office
Florida
$595K -$56.8K -250 -8%
RFP
634
Root Financial Partners
California
$585K +$581K +2,557 +1,522%
CFG
635
Chapman Financial Group
Hawaii
$572K +$6.82K +30 +1%
MGWM
636
Marks Group Wealth Management
Minnesota
$570K +$603K +2,654 New
BLC
637
Blue Line Capital
Illinois
$568K +$601K +2,646 New
HPC
638
HM Payson & Co
Maine
$561K -$36.1K -159 -6%
BPA
639
Beacon Pointe Advisors
California
$560K -$366K -1,609 -38%
DADC
640
D.A. Davidson & Co
Montana
$558K +$3.63K +16 +0.6%
BW
641
BIP Wealth
Georgia
$555K +$1.59K +7 +0.3%
SFFS
642
Stonehage Fleming Financial Services
Jersey
$553K
CAM
643
Cresset Asset Management
Illinois
$551K -$27.5K -121 -5%
GI
644
GAMMA Investing
California
$546K -$17.5K -77 -3%
PFWA
645
Paces Ferry Wealth Advisors
Georgia
$535K -$2.27K -10 -0.4%
A
646
AlphaQuest
New York
$525K +$217K +957 +64%
WF
647
Welch & Forbes
Massachusetts
$524K -$2.27K -10 -0.4%
HAG
648
HighPoint Advisor Group
Illinois
$522K -$171K -752 -24%
LB
649
Legacy Bridge
Iowa
$510K -$13.4K -59 -2%
TAM
650
Trust Asset Management
Texas
$508K -$19.5K -86 -4%