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Name Holding Trade Value Shares
Change
Change in
Stake
LNC
601
Lincoln National Corp
Pennsylvania
$769K -$60.2K -763 -8%
BA
602
Bristlecone Advisors
Washington
$767K +$89.5K +1,135 +15%
CGA
603
Channing Global Advisors
Florida
$767K +$205K +2,599 +43%
PAS
604
Park Avenue Securities
New York
$754K +$100K +1,269 +17%
SCA
605
Sage Capital Advisors
South Dakota
$746K -$16.6K -210 -2%
FA
606
FDx Advisors
Illinois
$745K -$281K -3,558 -30%
Vanguard Personalized Indexing Management
607
Vanguard Personalized Indexing Management
California
$737K -$75.6K -959 -10%
IWC
608
Integrated Wealth Concepts
Massachusetts
$737K -$17.9K -227 -3%
IWA
609
Intercontinental Wealth Advisors
Texas
$730K -$1.02K -13 -0.2%
HSA
610
HBK Sorce Advisory
Pennsylvania
$723K +$219K +2,774 +51%
LPIC
611
LeJeune Puetz Investment Counsel
Michigan
$717K -$800K -10,141 -55%
BWM
612
BigSur Wealth Management
Florida
$712K
DS
613
DRW Securities
Illinois
$711K -$6.35M -80,478 -91%
WAS
614
Winch Advisory Services
Wisconsin
$710K -$203K -2,578 -24%
RJT
615
Raymond James Trust
Florida
$709K -$30.5K -387 -5%
KPWS
616
Kestra Private Wealth Services
Texas
$707K -$214K -2,715 -25%
TAF
617
Tredje AP-fonden
Sweden
$705K
CCM
618
Chiron Capital Management
Florida
$704K -$63.1K -800 -9%
FTDI
619
First Trust Direct Indexing
Massachusetts
$700K -$453K -5,748 -42%
ASN
620
Advisory Services Network
Georgia
$700K -$475K -6,023 -43%
PEA
621
Park Edge Advisors
Ohio
$698K +$625K +7,927 New
SCA
622
Snowden Capital Advisors
New York
$695K -$710 -9 -0.1%
WP
623
WealthSource Partners
California
$694K +$84.9K +1,077 +16%
AFG
624
AFS Financial Group
Maryland
$693K +$620K +7,868 New
QCM
625
Quantinno Capital Management
New York
$693K +$620K +7,866 New