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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$774K +$37K +697 +5%
IB
302
Intrust Bank
Kansas
$758K -$52.1K -982 -7%
CFGS
303
Concourse Financial Group Securities
Alabama
$744K +$28.4K +536 +4%
Cerity Partners
304
Cerity Partners
New York
$734K +$1.11K +21 +0.2%
LNWWM
305
Laird Norton Wetherby Wealth Management
California
$734K +$132K +2,480 +23%
DLCIG
306
D.L. Carlson Investment Group
New Hampshire
$729K -$51.2K -965 -7%
MLA
307
My Legacy Advisors
Oregon
$717K +$685K +12,920 New
ASN
308
Advisory Services Network
Georgia
$704K +$315K +5,940 +88%
WTC
309
WhitTier Trust Company
Nevada
$700K
GC
310
Guggenheim Capital
Illinois
$685K -$245K -4,614 -27%
WBC
311
Westpac Banking Corp
Australia
$678K -$202K -3,800 -28%
BPA
312
Beacon Pointe Advisors
California
$673K +$643K +12,133 New
TCA
313
Transcend Capital Advisors
New Jersey
$666K
SPC
314
Sigma Planning Corp
Michigan
$660K -$4.19K -79 -0.7%
AII
315
AGF Investments Inc
Ontario, Canada
$659K -$757K -14,271 -55%
CAG
316
Csenge Advisory Group
Florida
$656K +$58.8K +1,108 +10%
BAM
317
Belpointe Asset Management
Nevada
$653K +$37.7K +710 +6%
LMKC
318
L.M. Kohn & Company
Ohio
$653K +$624K +11,774 New
IA
319
IFP Advisors
Florida
$626K +$518K +9,766 +243%
HWAM
320
Hennion & Walsh Asset Management
New Jersey
$620K +$9.33K +176 +2%
DCM
321
DGS Capital Management
New Jersey
$617K +$100K +1,891 +20%
AP
322
Advisor Partners
California
$607K -$56.3K -1,061 -9%
CFB
323
Cullen/Frost Bankers
Texas
$604K
Vanguard Personalized Indexing Management
324
Vanguard Personalized Indexing Management
California
$584K +$99.4K +1,875 +22%
RE
325
RBC Europe
United Kingdom
$581K