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Name Holding Trade Value Shares
Change
Change in
Stake
SEEDPG
576
S.E.E.D. Planning Group
New York
$657K -$643K -4,807 -50%
NWMG
577
Nicholson Wealth Management Group
South Carolina
$656K +$650K +4,855 New
VI
578
Vestcor Inc
New Brunswick, Canada
$655K
CSI
579
Cross Staff Investments
New York
$648K
CCA
580
Conestoga Capital Advisors
Pennsylvania
$645K -$15.4K -115 -2%
IAN
581
Integrated Advisors Network
Texas
$645K -$27.4K -205 -4%
HSA
582
HBK Sorce Advisory
Pennsylvania
$638K +$401 +3 +0.1%
GC
583
Guggenheim Capital
Illinois
$636K +$104K +777 +20%
MCM
584
MAI Capital Management
Ohio
$635K -$11.9K -89 -2%
IAA
585
Independent Advisor Alliance
North Carolina
$625K -$2.01K -15 -0.3%
SAM
586
S.A. Mason
Michigan
$621K
PFSC
587
Peoples Financial Services Corp
Pennsylvania
$620K -$1.2K -9 -0.2%
FWM
588
Forza Wealth Management
Florida
$619K -$13.4K -100 -2%
MM
589
MQS Management
New York
$617K +$611K +4,566 New
TA
590
TFG Advisers
Michigan
$615K +$937 +7 +0.2%
JSW
591
Journey Strategic Wealth
New Jersey
$611K +$11.4K +85 +2%
RRA
592
Round Rock Advisors
Connecticut
$611K +$1.2K +9 +0.2%
TIM
593
Thompson Investment Management
Wisconsin
$608K
LC
594
Lincoln Capital
Nebraska
$606K
BB
595
Berkshire Bank
Massachusetts
$599K -$401 -3 -0.1%
RBC
596
Romano Brothers & Co
Illinois
$598K
AWM
597
Axxcess Wealth Management
California
$597K -$11.9K -89 -2%
KF
598
KKM Financial
Illinois
$585K
SYBT
599
Stock Yards Bank & Trust
Kentucky
$585K -$13.4K -100 -2%
NB
600
NBT Bank
New York
$585K -$9.37K -70 -2%