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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$435K +$416K +2,496 New
CFG
727
Citizens Financial Group
Rhode Island
$433K -$78K -468 -16%
CIBC World Market
728
CIBC World Market
Ontario, Canada
$431K -$723K -4,339 -64%
IAN
729
Integrated Advisors Network
Texas
$431K -$47.7K -286 -10%
PBC
730
Pavion Blue Capital
California
$430K
LFAS
731
Level Four Advisory Services
Texas
$430K +$78.5K +471 +24%
6F
732
626 Financial
Michigan
$430K +$411K +2,467 New
KFA
733
Krane Funds Advisors
New York
$429K -$82.4K -494 -17%
PA
734
Parallel Advisors
California
$428K +$23.3K +140 +6%
MYIA
735
Mount Yale Investment Advisors
Colorado
$427K +$8K +48 +2%
TA
736
TrueWealth Advisors
Alabama
$420K +$53.7K +322 +15%
AP
737
Advisors Preferred
Maryland
$419K -$20.2K -121 -5%
Lido Advisors
738
Lido Advisors
California
$418K +$4.83K +29 +1%
BCM
739
Bluefin Capital Management
New York
$418K +$400K +2,400 New
BSB
740
Bangor Savings Bank
Maine
$417K
DMBA
741
Deseret Mutual Benefit Administrators
Utah
$417K +$14.2K +85 +4%
TW
742
TrinityPoint Wealth
Connecticut
$416K -$9K -54 -2%
CAM
743
Cubic Asset Management
Massachusetts
$415K
GIA
744
Guyasuta Investment Advisors
Pennsylvania
$412K +$39.2K +235 +11%
CPSAC
745
Chas P. Smith & Associates (CPS)
Florida
$408K -$15K -90 -4%
FWP
746
FAS Wealth Partners
Kansas
$406K +$1.83K +11 +0.5%
VAS
747
Vestmark Advisory Solutions
Massachusetts
$404K -$134K -803 -26%
ZIG
748
Zullo Investment Group
Pennsylvania
$403K +$386K +2,314 New
WIC
749
Woodmont Investment Counsel
Tennessee
$402K -$16.7K -100 -4%
HWMG
750
Hurlow Wealth Management Group
Indiana
$402K