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Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
401
Fifth Third Bancorp
Ohio
$801K -$1.03M -30,317 -54%
AFG
402
Argent Financial Group
Louisiana
$799K +$861K +25,449 New
GWMR
403
GC Wealth Management RIA
Massachusetts
$797K +$62.2K +1,837 +8%
CIA
404
Concurrent Investment Advisors
Florida
$793K +$56.4K +1,666 +7%
SIA
405
Schechter Investment Advisors
Michigan
$788K -$562K -16,611 -40%
JIC
406
Johnson Investment Counsel
Ohio
$785K +$173K +5,118 +26%
PS
407
Principal Securities
Iowa
$782K +$18.8K +555 +2%
PFS
408
Prospect Financial Services
New York
$771K -$288K -8,523 -26%
FM
409
Foster & Motley
Ohio
$769K -$19.1K -565 -2%
CAG
410
Csenge Advisory Group
Florida
$767K -$3.11K -92 -0.4%
WPA
411
Winning Points Advisors
Florida
$761K +$653K +19,298 New
WTC
412
WhitTier Trust Company
Nevada
$759K +$203 +6 +0%
BC
413
Bridgefront Capital
Texas
$758K +$817K +24,137 New
OHIS
414
Oak Harvest Investment Services
Texas
$757K +$19.4K +572 +2%
MWM
415
Modern Wealth Management
Kansas
$754K -$2.13K -63 -0.3%
LCGC
416
Legacy Capital Group California
California
$751K -$3.01K -89 -0.4%
SFS
417
Sowell Financial Services
Arkansas
$749K -$185K -5,461 -19%
GVAG
418
Great Valley Advisor Group
Delaware
$749K +$24.1K +712 +3%
ST
419
Sabal Trust
Florida
$747K
CIAS
420
Capital Investment Advisory Services
North Carolina
$747K -$5.55K -164 -0.7%
MNBTD
421
Moody National Bank Trust Division
Texas
$747K +$79.1K +2,337 +11%
GCP
422
Garda Capital Partners
Minnesota
$742K +$800K +23,649 New
FFM
423
Forum Financial Management
Illinois
$741K +$4.06K +120 +0.5%
MFG
424
MidWestOne Financial Group
Iowa
$739K +$339K +10,032 +74%
SIS
425
Susquehanna International Securities
Ireland
$738K +$795K +23,500 New