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Name Holding Trade Value Shares
Change
Change in
Stake
IWN
876
Independent Wealth Network
Iowa
$500K -$23.5K -273 -5%
PL
877
Plancorp LLC
Missouri
$499K +$4.04K +47 +0.8%
CWM
878
Chesapeake Wealth Management
Virginia
$496K +$7.39K +86 +2%
KWA
879
Kingswood Wealth Advisors
California
$495K -$108K -1,262 -19%
VDI
880
Vaughan David Investments
Illinois
$495K
CT
881
Caldwell Trust
Florida
$495K -$111K -1,295 -19%
CFG
882
Citizens Financial Group
Rhode Island
$492K +$170K +1,974 +56%
APW
883
Austin Private Wealth
Texas
$490K +$172 +2 +0%
EFS
884
Essex Financial Services
Connecticut
$488K +$43.8K +509 +12%
FCFC
885
First Citizens Financial Corp
Iowa
$487K
FHB
886
First Hawaiian Bank
Hawaii
$485K -$31.8K -370 -6%
IAS
887
Investment Advisory Services
Texas
$485K -$17.1K -199 -4%
RCM
888
RNC Capital Management
California
$483K
BWP
889
Barlow Wealth Partners
Kentucky
$483K
PTB
890
Pioneer Trust Bank
Oregon
$481K
KA
891
Kovack Advisors
Florida
$478K +$39.9K +464 +9%
EARNEST Partners
892
EARNEST Partners
Georgia
$478K -$49.1K -571 -10%
DP
893
Dearborn Partners
Illinois
$477K +$18.5K +215 +4%
HI
894
Harbour Investments
Wisconsin
$475K -$96.1K -1,118 -17%
FCI
895
Financial Counselors Inc
Kansas
$474K +$179K +2,077 +64%
SIA
896
Schechter Investment Advisors
Michigan
$473K -$13.2K -153 -3%
QI
897
Qtron Investments
Massachusetts
$468K -$712K -8,276 -61%
FMC
898
First Merchants Corp
Indiana
$467K -$25.8K -300 -5%
APWM
899
Argonautica Private Wealth Management
Massachusetts
$467K
SSWM
900
Smith Salley Wealth Management
North Carolina
$466K -$22.1K -257 -5%