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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$371K +$85.3K +1,018 +28%
MFS
502
Mirabella Financial Services
United Kingdom
$371K -$145K -1,733 -27%
G
503
GenTrust
Florida
$370K -$234K -2,798 -38%
AWC
504
Abundance Wealth Counselors
Pennsylvania
$369K +$384K +4,586 New
SFC
505
SYM Financial Corp
Indiana
$366K -$146K -1,739 -28%
TIAM2
506
Tru Independence Asset Management 2
Oregon
$364K
BWM
507
BAM Wealth Management
Colorado
$361K +$35.3K +421 +10%
SOS
508
Silver Oak Securities
Tennessee
$361K -$838 -10 -0.2%
EWA
509
EP Wealth Advisors
California
$356K -$977K -11,669 -73%
PS
510
Principal Securities
Iowa
$353K +$112K +1,341 +44%
P
511
&Partners
Tennessee
$353K +$89.1K +1,064 +32%
MIM
512
MetLife Investment Management
New Jersey
$351K +$503 +6 +0.1%
PAG
513
Poinciana Advisors Group
Florida
$346K
CRC
514
Curi RMB Capital
Illinois
$344K -$1M -11,940 -74%
AA
515
Ahara Advisors
New Jersey
$344K +$503 +6 +0.1%
OL
516
Optas LLC
Texas
$344K -$564K -6,736 -61%
SL
517
Sentinus LLC
Illinois
$342K -$240K -2,868 -40%
UM
518
UniSuper Management
Australia
$338K
SAM
519
Sunstone Asset Management
New York
$338K +$352K +4,200 New
AC
520
AlphaCore Capital
California
$338K -$197K -2,352 -36%
WWC
521
Waypoint Wealth Counsel
Georgia
$337K -$387K -4,619 -52%
VWM
522
Venturi Wealth Management
Texas
$334K -$110K -1,313 -24%
Capstone Investment Advisors
523
Capstone Investment Advisors
New York
$332K -$1.46M -17,433 -81%
AFGAS
524
Allegiance Financial Group Advisory Services
Virginia
$331K -$188K -2,244 -35%
DCM
525
DGS Capital Management
New Jersey
$331K +$28.1K +336 +9%