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Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
351
Beacon Investment Advisory Services
New Jersey
$250K -$26K -615 -9%
Lazard Asset Management
352
Lazard Asset Management
New York
$248K
SPIA
353
Steward Partners Investment Advisory
New York
$245K +$68K +1,609 +37%
SBIA
354
Sheaff Brock Investment Advisors
Indiana
$240K +$22.3K +528 +10%
CA
355
Cetera Advisors
Colorado
$239K +$41.9K +990 +21%
TCOT
356
Trust Company of Toledo
Ohio
$238K
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$238K +$164K +3,873 +207%
IWP
358
Icon Wealth Partners
Texas
$235K +$1.82K +43 +0.8%
BF
359
BOK Financial
Oklahoma
$235K +$28.2K +667 +13%
OCG
360
Opus Capital Group
Ohio
$234K
SFI
361
SPC Financial Inc
Maryland
$229K -$18K -425 -7%
RA
362
RFG Advisory
Alabama
$225K +$24.5K +580 +12%
Balyasny Asset Management
363
Balyasny Asset Management
Illinois
$219K +$224K +5,290 New
GT
364
Greenleaf Trust
Michigan
$216K +$221K +5,219 New
CT
365
Caldwell Trust
Florida
$213K -$46.5K -1,100 -18%
LNC
366
Lincoln National Corp
Pennsylvania
$211K -$19.8K -467 -8%
IF
367
Intrua Financial
Texas
$205K +$204K +4,815 New
BNP Paribas Financial Markets
368
BNP Paribas Financial Markets
France
$203K
S
369
SignatureFD
Georgia
$201K +$15.6K +369 +8%
PFWA
370
Paces Ferry Wealth Advisors
Georgia
$195K +$199K +4,706 New
LAS
371
Lloyd Advisory Services
Georgia
$192K -$24.4K -576 -11%
HNB
372
Huntington National Bank
Ohio
$183K -$17.4K -411 -9%
JWM
373
Jeppson Wealth Management
California
$182K +$186K +4,400 New
BHWM
374
Bay Harbor Wealth Management
Maryland
$170K -$92.4K -2,184 -35%
IA
375
IFP Advisors
Florida
$168K -$15.6K -370 -8%