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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
851
Phillips Wealth Planners
Mississippi
$510K -$2.38K -29 -0.5%
EARNEST Partners
852
EARNEST Partners
Georgia
$508K -$3.28K -40 -0.7%
SW
853
SkyOak Wealth
Michigan
$508K – – –
HIC
854
Hartline Investment Corp
Illinois
$506K -$905K -11,045 -65%
BCA
855
Bay Colony Advisors
Massachusetts
$506K +$6.64K +81 +1%
GL
856
Graypoint LLC
New York
$504K +$1.31K +16 +0.3%
IWN
857
Independent Wealth Network
Iowa
$504K -$14.4K -176 -3%
ClearBridge Investments
858
ClearBridge Investments
New York
$503K – – –
GWM
859
Gitterman Wealth Management
New Jersey
$501K +$479K +5,840 New
FRA
860
Frank Rimerman Advisors
California
$500K – – –
SCA
861
Snowden Capital Advisors
New York
$498K -$38.2K -466 -7%
FHB
862
First Hawaiian Bank
Hawaii
$498K -$16.4K -200 -3%
CAM
863
Creekmur Asset Management
Illinois
$493K +$467K +5,692 +10,946%
Avantax Planning Partners
864
Avantax Planning Partners
Iowa
$492K +$23.2K +283 +5%
Ashton Thomas Private Wealth
865
Ashton Thomas Private Wealth
Arizona
$491K -$310K -3,784 -40%
BWM
866
Biltmore Wealth Management
Arizona
$489K – – –
MIM
867
MTM Investment Management
South Carolina
$489K +$2.79K +34 +0.6%
HH
868
Hilltop Holdings
Texas
$488K – – –
AWA
869
Adapt Wealth Advisors
Georgia
$487K +$465K +5,673 New
BPFA
870
Barnes Pettey Financial Advisors
Mississippi
$487K – – –
CYG
871
Clean Yield Group
Vermont
$486K – – –
SAM
872
Secure Asset Management
Michigan
$484K -$37.5K -457 -7%
IAS
873
Investment Advisory Services
Texas
$483K +$492 +6 +0.1%
Clearstead Advisors
874
Clearstead Advisors
Ohio
$478K -$3.44K -42 -0.7%
Vaughan David Investments
875
Vaughan David Investments
Illinois
$476K – – –