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Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
301
Center For Asset Management
Florida
$692K +$755K +14,067 New
MLA
302
My Legacy Advisors
Oregon
$690K +$66K +1,229 +10%
DCM
303
DGS Capital Management
New Jersey
$690K +$156K +2,906 +26%
YCM
304
Yousif Capital Management
Michigan
$684K -$5.1K -95 -0.7%
LMKC
305
L.M. Kohn & Company
Ohio
$679K +$109K +2,025 +17%
CP
306
CenterBook Partners
Connecticut
$677K -$86.9K -1,620 -11%
YIH
307
Y-Intercept (HK)
Hong Kong
$674K +$735K +13,691 New
ASN
308
Advisory Services Network
Georgia
$664K +$44.4K +827 +7%
State of Wisconsin Investment Board
309
State of Wisconsin Investment Board
Wisconsin
$649K +$150K +2,800 +27%
CFGS
310
Concourse Financial Group Securities
Alabama
$638K -$24.6K -458 -3%
CFG
311
Citizens Financial Group
Rhode Island
$633K -$189K -3,520 -21%
IA
312
IFP Advisors
Florida
$626K
WTC
313
WhitTier Trust Company
Nevada
$621K
WBC
314
Westpac Banking Corp
Australia
$619K
DLCIG
315
D.L. Carlson Investment Group
New Hampshire
$602K -$48K -895 -7%
CAG
316
Csenge Advisory Group
Florida
$602K +$21.9K +408 +3%
SPC
317
Sigma Planning Corp
Michigan
$597K +$13.7K +255 +2%
BCP
318
Berkeley Capital Partners
Georgia
$592K +$129K +2,409 +25%
TCA
319
Transcend Capital Advisors
New Jersey
$590K
CAN
320
Cetera Advisor Networks
California
$584K +$96.1K +1,791 +18%
BAM
321
Belpointe Asset Management
Nevada
$583K +$3.44K +64 +0.5%
AP
322
Advisor Partners
California
$583K +$48.6K +906 +8%
VFA
323
Voya Financial Advisors
Connecticut
$554K +$75.2K +1,402 +14%
Vanguard Personalized Indexing Management
324
Vanguard Personalized Indexing Management
California
$542K +$25.4K +473 +4%
CFB
325
Cullen/Frost Bankers
Texas
$536K