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Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
876
B. Riley Wealth Advisors
Florida
$501K -$133K -1,550 -22%
IWN
877
Independent Wealth Network
Iowa
$500K -$23.5K -273 -5%
PL
878
Plancorp LLC
Missouri
$499K +$4.04K +47 +0.8%
CWM
879
Chesapeake Wealth Management
Virginia
$496K +$7.39K +86 +2%
KWA
880
Kingswood Wealth Advisors
California
$495K -$108K -1,262 -19%
VDI
881
Vaughan David Investments
Illinois
$495K – – –
CT
882
Caldwell Trust
Florida
$495K -$111K -1,295 -19%
CFG
883
Citizens Financial Group
Rhode Island
$492K +$170K +1,974 +56%
APW
884
Austin Private Wealth
Texas
$490K +$172 +2 +0%
EFS
885
Essex Financial Services
Connecticut
$488K +$43.8K +509 +12%
FCFC
886
First Citizens Financial Corp
Iowa
$487K – – –
FHB
887
First Hawaiian Bank
Hawaii
$485K -$31.8K -370 -6%
IAS
888
Investment Advisory Services
Texas
$485K -$17.1K -199 -4%
RCM
889
RNC Capital Management
California
$483K – – –
BWP
890
Barlow Wealth Partners
Kentucky
$483K – – –
PTB
891
Pioneer Trust Bank
Oregon
$481K – – –
KA
892
Kovack Advisors
Florida
$478K +$39.9K +464 +9%
EARNEST Partners
893
EARNEST Partners
Georgia
$478K -$49.1K -571 -10%
DP
894
Dearborn Partners
Illinois
$477K +$18.5K +215 +4%
HI
895
Harbour Investments
Wisconsin
$475K -$96.1K -1,118 -17%
FCI
896
Financial Counselors Inc
Kansas
$474K +$179K +2,077 +64%
SIA
897
Schechter Investment Advisors
Michigan
$473K -$13.2K -153 -3%
QI
898
Qtron Investments
Massachusetts
$468K -$712K -8,276 -61%
FMC
899
First Merchants Corp
Indiana
$467K -$25.8K -300 -5%
APWM
900
Argonautica Private Wealth Management
Massachusetts
$467K – – –