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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1001
Tradewinds LLC
North Carolina
$462K +$542K +611 New
APWM
1002
Argonautica Private Wealth Management
Massachusetts
$460K -$39.9K -45 -9%
LF
1003
LifeSteps Financial
California
$458K
CA
1004
Callahan Advisors
Texas
$458K +$112K +126 +36%
QT
1005
Quantbot Technologies
New York
$454K +$63.9K +72 +18%
AC
1006
Avestar Capital
New York
$454K +$152K +171 +58%
RCA
1007
Resonant Capital Advisors
Wisconsin
$453K +$96.7K +109 +30%
QP
1008
Quilter Plc
United Kingdom
$453K
AIA
1009
Alera Investment Advisors
Illinois
$452K -$23.1K -26 -5%
HBT
1010
Hills Bank & Trust
Iowa
$452K +$413K +466 New
PTC
1011
Private Trust Company
Ohio
$449K -$36.4K -41 -8%
WGAM
1012
Wilkinson Global Asset Management
New York
$446K
CCG
1013
Catalina Capital Group
California
$446K +$125K +141 +44%
BSW
1014
Buckingham Strategic Wealth
Missouri
$446K +$69.2K +78 +20%
SF
1015
Synovus Financial
Georgia
$446K +$11.5K +13 +3%
EI
1016
Ellevest Inc
New York
$444K +$86K +97 +27%
T
1017
Tidemark
California
$443K -$124K -140 -23%
GDP
1018
Great Diamond Partners
Maine
$439K -$122K -138 -23%
HCP
1019
Hexagon Capital Partners
Arkansas
$439K +$26.6K +30 +7%
AWAU
1020
Alliance Wealth Advisors (Utah)
Utah
$437K +$39K +44 +11%
DWM
1021
Drive Wealth Management
Utah
$429K +$887 +1 +0.2%
HCA
1022
Heck Capital Advisors
Wisconsin
$429K +$1.77K +2 +0.5%
PNC
1023
Park National Corp
Ohio
$428K -$2.66K -3 -0.7%
OWA
1024
Outlook Wealth Advisors
Texas
$428K +$67.4K +76 +21%
Jones Financial Companies
1025
Jones Financial Companies
Missouri
$426K +$373K +420 +2,211%