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Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Searle & Co
Connecticut
$866K – – –
Carson Wealth (CWM LLC)
577
Carson Wealth (CWM LLC)
Nebraska
$864K +$47.8K +384 +6%
NEI
578
Northwest & Ethical Investments
Ontario, Canada
$856K +$886K +7,116 New
PA
579
Paragon Advisors
Texas
$854K +$30.9K +248 +4%
AAS
580
Avantax Advisory Services
Texas
$847K +$123K +992 +16%
SW
581
SVB Wealth
Massachusetts
$830K +$2.49K +20 +0.3%
GCC
582
Guardian Capital (Canada)
Ontario, Canada
$830K -$37.3K -300 -4%
WBC
583
Westpac Banking Corp
Australia
$819K +$820K +6,584 +2,939%
CB
584
Centennial Bank
Arkansas
$805K -$3.98K -32 -0.5%
FT
585
Fiduciary Trust
Massachusetts
$804K -$38.8K -312 -4%
SCA
586
Snowden Capital Advisors
New York
$802K +$335K +2,688 +67%
SM
587
STF Management
Texas
$800K +$519K +4,172 +168%
SAM
588
Strategy Asset Managers
California
$800K +$513K +4,120 +163%
IB
589
Intrust Bank
Kansas
$795K -$4.48K -36 -0.5%
BHWM
590
Bar Harbor Wealth Management
New Hampshire
$788K -$52.3K -420 -6%
NF
591
Norwood Financial
Pennsylvania
$787K – – –
SDIC
592
South Dakota Investment Council
South Dakota
$774K -$56.8K -456 -7%
CCA
593
Checchi Capital Advisers
California
$771K -$8.46K -68 -1%
DSC
594
Duncker Streett & Co
Missouri
$770K – – –
DADC
595
D.A. Davidson & Co
Montana
$767K +$507K +4,072 +177%
Lido Advisors
596
Lido Advisors
California
$765K +$99.1K +796 +14%
VWA
597
VERITY Wealth Advisors
United States
$760K – – –
LWA
598
Lineweaver Wealth Advisors
Ohio
$755K -$197K -1,584 -20%
LJHT
599
Laurie J. Hall Trustee
$750K – – –
JWCA
600
J.W. Coons Advisors
Ohio
$748K -$65.2K -524 -8%