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Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Kintegral Advisory
New York
$10.4M -$466K -1,308 -4%
IAA
527
Independent Advisor Alliance
North Carolina
$10.4M -$2.09M -5,863 -17%
III
528
Independent Investors Inc
New York
$10.4M -$62.4K -175 -0.6%
FA
529
Fiduciary Alliance
South Carolina
$10.2M +$611K +1,714 +6%
ASN
530
Advisory Services Network
Georgia
$10.2M +$103K +290 +1%
EA
531
Ellsworth Advisors
Ohio
$10.2M +$453K +1,271 +5%
SVWAG
532
Sound View Wealth Advisors Group
Georgia
$10.2M -$44.9K -126 -0.4%
VCM
533
Vision Capital Management
Oregon
$10.1M -$29.6K -83 -0.3%
APP
534
Avantax Planning Partners
Iowa
$10.1M -$855K -2,398 -8%
VWA
535
Visionary Wealth Advisors
Illinois
$10M -$523K -1,467 -5%
EAM
536
Eventide Asset Management
Massachusetts
$10M +$98K +275 +1%
GI
537
GLOBALT Investments
Georgia
$9.97M +$863K +2,422 +9%
JPWM
538
Jamison Private Wealth Management
Georgia
$9.89M +$167K +468 +2%
TCOT
539
Trust Company of Toledo
Ohio
$9.87M -$87.7K -246 -0.9%
PAS
540
Park Avenue Securities
New York
$9.87M -$1.06M -2,968 -10%
PPW
541
Parcion Private Wealth
Washington
$9.84M -$170K -476 -2%
AG
542
AIA Group
Hong Kong
$9.84M +$1M +2,815 +11%
MFG
543
Merit Financial Group
Georgia
$9.84M +$1.33M +3,725 +15%
SFI
544
Siemens Fonds Invest
Germany
$9.83M +$198K +555 +2%
LAM
545
L2 Asset Management
Massachusetts
$9.76M +$4.93M +13,836 +100%
GIA
546
GHP Investment Advisors
Colorado
$9.74M +$297K +834 +3%
PFS
547
Prospera Financial Services
Texas
$9.73M -$313K -877 -3%
IC
548
IEQ Capital
California
$9.72M -$1.25M -3,518 -11%
VA
549
Vident Advisory
Georgia
$9.71M +$3.3M +9,252 +50%
CI
550
Capital International
California
$9.71M +$123K +344 +1%