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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
526
Retirement Planning Company of New England
Rhode Island
$755K -$8.67K -53 -1%
SC
527
Savant Capital
Illinois
$752K -$173K -1,058 -19%
CFG
528
Citizens Financial Group
Rhode Island
$751K +$40.4K +247 +6%
AIM
529
Achmea Investment Management
Netherlands
$751K -$1.75M -10,680 -70%
SFA
530
Sequoia Financial Advisors
Ohio
$751K +$64.8K +396 +9%
HWM
531
HB Wealth Management
Georgia
$745K +$82.8K +506 +12%
CGH
532
Crossmark Global Holdings
Texas
$744K -$249K -1,524 -25%
LOAMU
533
Lombard Odier Asset Management (USA)
New York
$742K +$747K +4,569 New
KIG
534
Kennedy Investment Group
New Jersey
$739K +$1.31K +8 +0.2%
PFS
535
Prospera Financial Services
Texas
$739K -$1.31K -8 -0.2%
MSFS
536
Main Street Financial Solutions
Pennsylvania
$735K +$88.7K +542 +14%
Fifth Third Bancorp
537
Fifth Third Bancorp
Ohio
$734K +$27.5K +168 +4%
EH
538
Equitable Holdings
New York
$734K -$69.5K -425 -9%
IA
539
IFP Advisors
Florida
$733K +$107K +653 +17%
AMBIA
540
Allen Mooney & Barnes Investment Advisors
Georgia
$733K -$7.69K -47 -1%
AWM
541
AE Wealth Management
Kansas
$731K +$151K +921 +26%
BMC
542
Beaton Management Company
Massachusetts
$729K -$164K -1,000 -18%
BC
543
Burney Company
Virginia
$729K -$1.31K -8 -0.2%
IAMOG
544
Investors Asset Management of Georgia
Georgia
$727K
Lido Advisors
545
Lido Advisors
California
$727K +$112K +682 +18%
VVP
546
Venture Visionary Partners
Ohio
$726K -$20K -122 -3%
TF
547
Tompkins Financial
New York
$724K
PWA
548
Primoris Wealth Advisors
Florida
$716K -$16.4K -100 -2%
NB
549
Norinchukin Bank
Japan
$713K -$23.4K -143 -3%
SSW
550
Smith Shellnut Wilson
Mississippi
$711K +$20.8K +127 +3%