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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
701
SageView Advisory Group
California
$329K -$4.83K -39 -1%
NERM
702
New England Research & Management
Illinois
$328K – – –
MFG
703
Merit Financial Group
Georgia
$323K +$38.7K +312 +13%
MPM
704
MBB Public Markets
Illinois
$321K +$333K +2,691 New
XT
705
XTX Topco
Cayman Islands
$321K +$333K +2,686 New
IC
706
IEQ Capital
California
$319K -$223K -1,803 -40%
FM
707
Family Management
New York
$318K – – –
FRA
708
Frank Rimerman Advisors
California
$318K +$68.3K +551 +26%
CFG
709
Citizens Financial Group
Rhode Island
$317K -$132K -1,066 -29%
TBT
710
Texas Bank & Trust
Texas
$317K – – –
GIA
711
Gateway Investment Advisers
Ohio
$314K – – –
GIA
712
Guyasuta Investment Advisors
Pennsylvania
$311K – – –
KP
713
Keel Point
Alabama
$309K +$26.8K +216 +9%
SB
714
SIG Brokerage
New York
$309K +$320K +2,583 New
JGUA
715
John G. Ullman & Associates
New York
$308K – – –
SQA
716
Simon Quick Advisors
New Jersey
$307K +$318K +2,568 New
KPWS
717
Kestra Private Wealth Services
Texas
$306K -$5.45K -44 -2%
AAIM
718
Asset Advisors Investment Management
Georgia
$305K -$1.92M -15,483 -86%
CA
719
Clearstead Advisors
Ohio
$303K +$30.4K +245 +11%
LA
720
LVW Advisors
New York
$297K -$36.3K -293 -11%
CIG
721
Cullen Investment Group
Louisiana
$296K – – –
CHP
722
Cable Hill Partners
Oregon
$294K -$128K -1,032 -30%
PA
723
Profund Advisors
Maryland
$294K -$14.1K -114 -4%
Members Trust
724
Members Trust
Florida
$293K -$42.1K -340 -12%
MGP
725
M&G plc
United Kingdom
$293K – – –