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Name Holding Trade Value Shares
Change
Change in
Stake
YCM
301
Yousif Capital Management
Michigan
$777K – – –
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$774K +$37K +697 +5%
IB
303
Intrust Bank
Kansas
$758K -$52.1K -982 -7%
CFGS
304
Concourse Financial Group Securities
Alabama
$744K +$28.4K +536 +4%
Cerity Partners
305
Cerity Partners
New York
$734K +$1.11K +21 +0.2%
LNWWM
306
Laird Norton Wetherby Wealth Management
California
$734K +$132K +2,480 +23%
DLCIG
307
D.L. Carlson Investment Group
New Hampshire
$729K -$51.2K -965 -7%
MLA
308
My Legacy Advisors
Oregon
$717K +$685K +12,920 New
ASN
309
Advisory Services Network
Georgia
$704K +$315K +5,940 +88%
WTC
310
WhitTier Trust Company
Nevada
$700K – – –
GC
311
Guggenheim Capital
Illinois
$685K -$245K -4,614 -27%
WBC
312
Westpac Banking Corp
Australia
$678K -$202K -3,800 -28%
BPA
313
Beacon Pointe Advisors
California
$673K +$643K +12,133 New
TCA
314
Transcend Capital Advisors
New Jersey
$666K – – –
SPC
315
Sigma Planning Corp
Michigan
$660K -$4.19K -79 -0.7%
AII
316
AGF Investments Inc
Ontario, Canada
$659K -$757K -14,271 -55%
CAG
317
Csenge Advisory Group
Florida
$656K +$58.8K +1,108 +10%
BAM
318
Belpointe Asset Management
Nevada
$653K +$37.7K +710 +6%
LMKC
319
L.M. Kohn & Company
Ohio
$653K +$624K +11,774 New
IA
320
IFP Advisors
Florida
$626K +$518K +9,766 +243%
HWAM
321
Hennion & Walsh Asset Management
New Jersey
$620K +$9.33K +176 +2%
DCM
322
DGS Capital Management
New Jersey
$617K +$100K +1,891 +20%
AP
323
Advisor Partners
California
$607K -$56.3K -1,061 -9%
CFB
324
Cullen/Frost Bankers
Texas
$604K – – –
Vanguard Personalized Indexing Management
325
Vanguard Personalized Indexing Management
California
$584K +$99.4K +1,875 +22%