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Name Holding Trade Value Shares
Change
Change in
Stake
MAI Capital Management
601
MAI Capital Management
Ohio
$749K +$255K +797 +45%
SA
602
SRN Advisors
Pennsylvania
$745K -$7.04K -22 -0.9%
SW
603
SVB Wealth
Massachusetts
$745K +$101K +314 +14%
ZB
604
Zions Bancorporation
Utah
$744K -$89.3K -279 -10%
HB Wealth Management
605
HB Wealth Management
Georgia
$741K -$68.5K -214 -8%
WW
606
Waterfront Wealth
Kansas
$739K +$26.6K +83 +3%
Dynamic Advisor Solutions
607
Dynamic Advisor Solutions
Arizona
$739K +$45.8K +143 +6%
BSB
608
Bangor Savings Bank
Maine
$728K – – –
HA
609
Harbor Advisors
Florida
$728K – – –
Empowered Funds
610
Empowered Funds
Pennsylvania
$723K +$116K +362 +17%
CG
611
Cutler Group
California
$719K -$694K -2,169 -47%
SIM
612
Sentry Investment Management
Wisconsin
$716K +$412K +1,288 +110%
CP
613
Covenant Partners
Tennessee
$714K -$126K -393 -14%
TFS
614
Thoroughbred Financial Services
Tennessee
$713K -$19.2K -60 -2%
Moneta Group Investment Advisors
615
Moneta Group Investment Advisors
Missouri
$710K -$22.1K -69 -3%
TPI
616
Trust Point Inc
Wisconsin
$709K +$780K +2,436 New
PPA
617
Painted Porch Advisors
California
$698K +$767K +2,397 New
FA
618
FDx Advisors
Illinois
$689K -$153K -477 -17%
CCA
619
Criterion Capital Advisors
Tennessee
$686K +$754K +2,357 New
TAM
620
Trust Asset Management
Texas
$684K – – –
Parallel Advisors
621
Parallel Advisors
California
$675K -$41K -128 -5%
Cetera Advisors
622
Cetera Advisors
Colorado
$672K -$34.9K -109 -5%
CT
623
Coastline Trust
Rhode Island
$667K -$166K -518 -18%
PSFG
624
Prairie Sky Financial Group
Illinois
$665K – – –
FFP
625
FourThought Financial Partners
Florida
$663K -$11.5K -36 -2%