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Name Holding Trade Value Shares
Change
Change in
Stake
WG
726
Welch Group
Alabama
$440K – – –
IA
727
IndexIQ Advisors
New York
$440K +$61.7K +370 +17%
FF
728
FourThought Financial
Florida
$438K -$13.5K -81 -3%
CC
729
Cadinha & Co
Hawaii
$436K – – –
WANY
730
Wealthspire Advisors (New York)
New York
$435K +$416K +2,496 New
CFG
731
Citizens Financial Group
Rhode Island
$433K -$78K -468 -16%
CIBC World Market
732
CIBC World Market
Ontario, Canada
$431K -$723K -4,339 -64%
IAN
733
Integrated Advisors Network
Texas
$431K -$47.7K -286 -10%
PBC
734
Pavion Blue Capital
California
$430K – – –
LFAS
735
Level Four Advisory Services
Texas
$430K +$78.5K +471 +24%
6F
736
626 Financial
Michigan
$430K +$411K +2,467 New
KFA
737
Krane Funds Advisors
New York
$429K -$82.4K -494 -17%
PA
738
Parallel Advisors
California
$428K +$23.3K +140 +6%
MYIA
739
Mount Yale Investment Advisors
Colorado
$427K +$8K +48 +2%
TA
740
TrueWealth Advisors
Alabama
$420K +$53.7K +322 +15%
AP
741
Advisors Preferred
Maryland
$419K -$20.2K -121 -5%
Lido Advisors
742
Lido Advisors
California
$418K +$4.83K +29 +1%
BCM
743
Bluefin Capital Management
New York
$418K +$400K +2,400 New
BSB
744
Bangor Savings Bank
Maine
$417K – – –
DMBA
745
Deseret Mutual Benefit Administrators
Utah
$417K +$14.2K +85 +4%
TW
746
TrinityPoint Wealth
Connecticut
$416K -$9K -54 -2%
CAM
747
Cubic Asset Management
Massachusetts
$415K – – –
GIA
748
Guyasuta Investment Advisors
Pennsylvania
$412K +$39.2K +235 +11%
CPSAC
749
Chas P. Smith & Associates (CPS)
Florida
$408K -$15K -90 -4%
FWP
750
FAS Wealth Partners
Kansas
$406K +$1.83K +11 +0.5%