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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
326
Sequoia Financial Advisors
Ohio
$565K -$49.1K -544 -8%
CFB
327
Cullen/Frost Bankers
Texas
$551K +$239K +2,647 +69%
IAS
328
Insigneo Advisory Services
Florida
$539K -$57K -632 -9%
TP
329
Tranquility Partners
Tennessee
$532K +$201K +2,226 +55%
MFFIA
330
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$531K +$285K +3,165 +102%
SC
331
Syon Capital
California
$520K -$978K -10,847 -64%
State Street
332
State Street
Massachusetts
$520K
HCP
333
Holt Capital Partners
Texas
$515K +$90.2K +1,000 +20%
KAS
334
Kestra Advisory Services
Texas
$506K -$404K -4,482 -43%
AAB
335
ABN AMRO Bank
Netherlands
$503K +$721 +8 +0.1%
HW
336
Hancock Whitney
Mississippi
$491K +$113K +1,252 +28%
AO
337
Advisor OS
Illinois
$485K +$41.1K +456 +9%
WA
338
WealthTrust Axiom
Pennsylvania
$478K -$15.3K -170 -3%
FAIM
339
Financial Advocates Investment Management
Washington
$474K -$59.8K -663 -11%
WSFS
340
Wilmington Savings Fund Society
Delaware
$471K -$9.74K -108 -2%
DAS
341
Dynamic Advisor Solutions
Arizona
$470K -$187K -2,079 -27%
PAG
342
Private Advisor Group
New Jersey
$448K -$28.5K -316 -6%
CIEC
343
Crédit Industriel et Commercial
France
$448K +$525K +5,822 New
S
344
SimplyRich
California
$447K -$54.6K -606 -10%
AIA
345
Angeles Investment Advisors
California
$438K -$11.8K -131 -2%
VCA
346
Verdence Capital Advisors
Maryland
$435K -$266K -2,952 -37%
BBA
347
Baader Bank Aktiengesellschaft
Germany
$432K -$496K -5,500 -52%
IWC
348
Integrated Wealth Concepts
Massachusetts
$428K -$8.75K -97 -2%
CCM
349
Coldstream Capital Management
Washington
$427K -$63.4K -703 -12%
AssetMark Inc
350
AssetMark Inc
California
$426K +$14.7K +163 +3%