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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$751K +$40.4K +247 +6%
AIM
527
Achmea Investment Management
Netherlands
$751K -$1.75M -10,680 -70%
SFA
528
Sequoia Financial Advisors
Ohio
$751K +$64.8K +396 +9%
HWM
529
HB Wealth Management
Georgia
$745K +$82.8K +506 +12%
CGH
530
Crossmark Global Holdings
Texas
$744K -$249K -1,524 -25%
LOAMU
531
Lombard Odier Asset Management (USA)
New York
$742K +$747K +4,569 New
KIG
532
Kennedy Investment Group
New Jersey
$739K +$1.31K +8 +0.2%
PFS
533
Prospera Financial Services
Texas
$739K -$1.31K -8 -0.2%
MSFS
534
Main Street Financial Solutions
Pennsylvania
$735K +$88.7K +542 +14%
Fifth Third Bancorp
535
Fifth Third Bancorp
Ohio
$734K +$27.5K +168 +4%
EH
536
Equitable Holdings
New York
$734K -$69.5K -425 -9%
IA
537
IFP Advisors
Florida
$733K +$107K +653 +17%
AMBIA
538
Allen Mooney & Barnes Investment Advisors
Georgia
$733K -$7.69K -47 -1%
AWM
539
AE Wealth Management
Kansas
$731K +$151K +921 +26%
BMC
540
Beaton Management Company
Massachusetts
$729K -$164K -1,000 -18%
BC
541
Burney Company
Virginia
$729K -$1.31K -8 -0.2%
IAMOG
542
Investors Asset Management of Georgia
Georgia
$727K – – –
Lido Advisors
543
Lido Advisors
California
$727K +$112K +682 +18%
VVP
544
Venture Visionary Partners
Ohio
$726K -$20K -122 -3%
TF
545
Tompkins Financial
New York
$724K – – –
PWA
546
Primoris Wealth Advisors
Florida
$716K -$16.4K -100 -2%
NB
547
Norinchukin Bank
Japan
$713K -$23.4K -143 -3%
SSW
548
Smith Shellnut Wilson
Mississippi
$711K +$20.8K +127 +3%
HWAM
549
Hennion & Walsh Asset Management
New Jersey
$710K +$319K +1,949 +80%
SIM
550
Studio Investment Management
Illinois
$700K +$285K +1,740 +68%