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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
576
Independent Advisor Alliance
North Carolina
$325K +$6.09K +57 +2%
SAM
577
Sagewood Asset Management
New York
$320K -$203K -1,899 -39%
CFO
578
CVA Family Office
Colorado
$320K +$25.3K +237 +9%
PFPG
579
Pinnacle Financial Partners (Georgia)
Georgia
$318K +$310K +2,896 New
C
580
Certuity
Florida
$317K +$308K +2,885 New
AIP
581
Ameritas Investment Partners
Nebraska
$317K +$321 +3 +0.1%
PI
582
PFG Investments
New York
$316K -$6.74K -63 -2%
DB
583
Danske Bank
Denmark
$308K – – –
KCPG
584
Kavar Capital Partners Group
Kansas
$307K +$962 +9 +0.3%
WAP
585
Wealthcare Advisory Partners
Pennsylvania
$304K -$1.28K -12 -0.4%
AFG
586
Atomi Financial Group
New York
$303K +$30.5K +285 +12%
CSIC
587
Clifford Swan Investment Counsel
California
$302K – – –
FMI
588
Frec Markets Inc
California
$302K +$294K +2,749 New
PAG
589
Powers Advisory Group
Illinois
$302K +$962 +9 +0.3%
CI
590
CX Institutional
Indiana
$301K +$46.9K +439 +19%
BFG
591
Beto Financial Group
Idaho
$301K – – –
SCP
592
Sivia Capital Partners
California
$300K +$292K +2,729 New
EWM
593
Evolution Wealth Management
Florida
$296K – – –
GKWIM
594
Gerber Kawasaki Wealth & Investment Management
California
$295K -$22.8K -213 -7%
BC
595
Bayforest Capital
United Kingdom
$292K -$242K -2,265 -46%
WPC
596
Wedmont Private Capital
Pennsylvania
$291K +$11.2K +105 +4%
KA
597
Kovack Advisors
Florida
$291K -$855 -8 -0.3%
SWM
598
Segment Wealth Management
Texas
$290K -$43.8K -410 -13%
SWP
599
Sagespring Wealth Partners
Tennessee
$286K +$47.8K +447 +21%
HNB
600
Hilltop National Bank
Wyoming
$286K – – –