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Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
651
Hennion & Walsh Asset Management
New Jersey
$506K -$8.52K -65 -2%
CI
652
Corient IA
Florida
$504K -$102K -780 -16%
MFG
653
Merit Financial Group
Georgia
$503K -$58.2K -444 -10%
PCS
654
Personal CFO Solutions
New Jersey
$503K -$5.38K -41 -1%
KIA
655
KCM Investment Advisors
California
$499K -$12.5K -95 -2%
TCM
656
Twin Capital Management
Pennsylvania
$499K -$384K -2,929 -41%
FWM
657
Forza Wealth Management
Florida
$497K -$16.4K -125 -3%
ASN
658
Advisory Services Network
Georgia
$496K -$14.3K -109 -3%
PFSC
659
Peoples Financial Services Corp
Pennsylvania
$494K -$3.02K -23 -0.6%
IAA
660
Ironsides Asset Advisors
North Carolina
$489K -$268K -2,047 -33%
S
661
SignatureFD
Georgia
$486K -$248K -1,889 -32%
Balyasny Asset Management
662
Balyasny Asset Management
Illinois
$480K +$8.26K +63 +2%
BWP
663
BSW Wealth Partners
Colorado
$479K +$74.7K +570 +17%
NB
664
NBT Bank
New York
$478K +$3.28K +25 +0.6%
TSMHT
665
Thurston Springer Miller Herd & Titak
Indiana
$474K -$121K -924 -19%
NWMG
666
National Wealth Management Group
Ohio
$469K +$282K +2,149 +121%
MGIA
667
Moneta Group Investment Advisors
Missouri
$468K +$20.3K +155 +4%
OFG
668
Oxford Financial Group
Indiana
$467K +$513K +3,909 New
VIM
669
Vinva Investment Management
Australia
$464K – – –
AF
670
Allworth Financial
California
$463K +$77.8K +593 +18%
HNB
671
Huntington National Bank
Ohio
$463K -$99.3K -757 -16%
HIP
672
HUB Investment Partners
Texas
$461K +$64.9K +495 +15%
MWM
673
Mosley Wealth Management
California
$460K – – –
DWP
674
Daymark Wealth Partners
Ohio
$458K +$121K +920 +32%
WIM
675
WealthPlan Investment Management
Nebraska
$456K +$44.3K +338 +10%