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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
701
Industrial Alliance Investment Management
Quebec, Canada
$275K +$244K +131 New
B
702
Barings
North Carolina
$274K -$37.2K -20 -13%
G
703
GenTrust
Florida
$274K
SAM
704
Stewart Asset Management
New York
$273K
TFS
705
Thoroughbred Financial Services
Tennessee
$272K
AAP
706
Arax Advisory Partners
Colorado
$270K -$31.7K -17 -12%
PL
707
Plancorp LLC
Missouri
$270K
HW
708
Hancock Whitney
Mississippi
$268K -$1.86K -1 -0.8%
CAG
709
Csenge Advisory Group
Florida
$261K -$5.59K -3 -2%
PRC
710
Pearl River Capital
Michigan
$260K +$231K +124 New
IA
711
IFP Advisors
Florida
$259K -$80.1K -43 -26%
MNBTD
712
Moody National Bank Trust Division
Texas
$258K
S
713
SimplyRich
California
$258K +$7.45K +4 +3%
AS
714
Altshuler Shaham
Israel
$254K -$279M -150,055 -100%
SP
715
Successful Portfolios
Florida
$254K
LWAC
716
Laurel Wealth Advisors (California)
California
$254K +$225K +121 New
LPT
717
Legacy Private Trust
Wisconsin
$252K -$18.6K -10 -8%
BP
718
BBR Partners
New York
$252K -$11.2K -6 -5%
AWM
719
Avondale Wealth Management
Texas
$252K
EFS
720
Essex Financial Services
Connecticut
$252K
Fisher Asset Management
721
Fisher Asset Management
Washington
$252K +$223K +120 New
XT
722
XTX Topco
Cayman Islands
$252K +$223K +120 New
BPA
723
Beacon Pointe Advisors
California
$251K -$13K -7 -6%
PIP
724
Peachtree Investment Partners
Florida
$249K +$222K +119 New
WANY
725
Wealthspire Advisors (New York)
New York
$249K +$222K +119 New