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Name Holding Trade Value Shares
Change
Change in
Stake
EP
501
Essential Partners
California
$375K -$1.16M -13,906 -75%
UCFA
502
United Capital Financial Advisors
Texas
$371K +$85.3K +1,018 +28%
MFS
503
Mirabella Financial Services
United Kingdom
$371K -$145K -1,733 -27%
G
504
GenTrust
Florida
$370K -$234K -2,798 -38%
AWC
505
Abundance Wealth Counselors
Pennsylvania
$369K +$384K +4,586 New
SFC
506
SYM Financial Corp
Indiana
$366K -$146K -1,739 -28%
TIAM2
507
Tru Independence Asset Management 2
Oregon
$364K – – –
BWM
508
BAM Wealth Management
Colorado
$361K +$35.3K +421 +10%
SOS
509
Silver Oak Securities
Tennessee
$361K -$838 -10 -0.2%
EWA
510
EP Wealth Advisors
California
$356K -$977K -11,669 -73%
PS
511
Principal Securities
Iowa
$353K +$112K +1,341 +44%
P
512
&Partners
Tennessee
$353K +$89.1K +1,064 +32%
MIM
513
MetLife Investment Management
New Jersey
$351K +$503 +6 +0.1%
PAG
514
Poinciana Advisors Group
Florida
$346K – – –
CRC
515
Curi RMB Capital
Illinois
$344K -$1M -11,940 -74%
AA
516
Ahara Advisors
New Jersey
$344K +$503 +6 +0.1%
OL
517
Optas LLC
Texas
$344K -$564K -6,736 -61%
SL
518
Sentinus LLC
Illinois
$342K -$240K -2,868 -40%
UM
519
UniSuper Management
Australia
$338K – – –
SAM
520
Sunstone Asset Management
New York
$338K +$352K +4,200 New
AC
521
AlphaCore Capital
California
$338K -$197K -2,352 -36%
WWC
522
Waypoint Wealth Counsel
Georgia
$337K -$387K -4,619 -52%
VWM
523
Venturi Wealth Management
Texas
$334K -$110K -1,313 -24%
Capstone Investment Advisors
524
Capstone Investment Advisors
New York
$332K -$1.46M -17,433 -81%
AFGAS
525
Allegiance Financial Group Advisory Services
Virginia
$331K -$188K -2,244 -35%