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Name Holding Trade Value Shares
Change
Change in
Stake
SW
351
SVB Wealth
Massachusetts
$1.16M -$23K -151 -2%
KWA
352
KCS Wealth Advisory
California
$1.15M +$35.7K +234 +3%
RHBC
353
R.H. Bluestein & Co
Michigan
$1.15M +$153K +1,000 +17%
AP
354
Advisor Partners
California
$1.14M +$25K +164 +2%
GT
355
Greenleaf Trust
Michigan
$1.13M +$32.5K +213 +3%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$1.12M +$19.7K +129 +2%
Truist Financial
357
Truist Financial
North Carolina
$1.11M -$381K -2,495 -27%
PCP
358
Proficio Capital Partners
Massachusetts
$1.08M -$51.1K -335 -5%
SGA
359
Strategic Global Advisors
California
$1.06M +$741K +4,858 +298%
SPIA
360
Steward Partners Investment Advisory
New York
$1.06M +$80.6K +528 +9%
RJT
361
Raymond James Trust
Florida
$1.04M -$142K -931 -13%
FWIA
362
Fort Washington Investment Advisors
Ohio
$1.03M -$1.51M -9,915 -61%
PA
363
Probity Advisors
Texas
$1.03M +$1.37K +9 +0.1%
MC
364
Maverick Capital
Texas
$1.03M -$2.25M -14,750 -70%
BO
365
BRR OpCo
Ohio
$1.02M +$954K +6,249 New
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$1.02M -$5.19K -34 -0.5%
LA
367
LVW Advisors
New York
$1.02M +$331K +2,170 +53%
RIM
368
Regent Investment Management
Kentucky
$1.02M -$21.7K -142 -2%
LFAS
369
Level Four Advisory Services
Texas
$1.01M +$42.9K +281 +5%
RIA
370
Realta Investment Advisors
Delaware
$1M +$941K +6,168 New
HFM
371
Hartford Financial Management
Connecticut
$998K
NNP
372
Nachman Norwood & Parrott
South Carolina
$997K
MA
373
Mutual Advisors
Nebraska
$995K +$23.8K +156 +3%
AFM
374
Abbot Financial Management
Massachusetts
$994K -$30.5K -200 -3%
BF
375
BOK Financial
Oklahoma
$993K +$229K +1,501 +33%