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Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
FDx Advisors
Illinois
$1.8M +$213K +3,538 +14%
LHC
527
Little House Capital
Massachusetts
$1.8M +$662K +10,979 +64%
WTC
528
WhitTier Trust Company
Nevada
$1.79M +$12.6K +209 +0.8%
IA
529
IFP Advisors
Florida
$1.77M +$1.44M +23,925 +215%
CCG
530
Ceeto Capital Group
Florida
$1.76M
AAS
531
Avantax Advisory Services
Texas
$1.75M +$908K +15,046 +121%
DEM
532
Disciplined Equity Management
Florida
$1.72M +$39.8K +660 +3%
RC
533
RegentAtlantic Capital
New Jersey
$1.71M +$123K +2,046 +8%
IIM
534
Intact Investment Management
Quebec, Canada
$1.7M -$4.4M -72,900 -73%
Fayez Sarofim & Co
535
Fayez Sarofim & Co
Texas
$1.69M -$94.8K -1,572 -6%
ATC
536
Argent Trust Co
Tennessee
$1.69M +$199K +3,300 +14%
TA
537
Tiedemann Advisors
New York
$1.69M +$8.93K +148 +0.6%
ADL
538
Asset Dedication LLC
California
$1.68M +$557K +9,230 +54%
GG
539
Gofen & Glossberg
Illinois
$1.66M -$30.5K -506 -2%
BCI
540
Brinker Capital Investments
Pennsylvania
$1.66M +$708K +11,736 +82%
FWA
541
FOCUS Wealth Advisors
Texas
$1.65M +$42K +696 +3%
1SB
542
1ST Source Bank
Indiana
$1.63M +$3.98K +66 +0.3%
DAS
543
Dynamic Advisor Solutions
Arizona
$1.63M +$911K +15,102 +144%
VVP
544
Venture Visionary Partners
Ohio
$1.63M -$330K -5,466 -18%
VAS
545
Vestmark Advisory Solutions
Massachusetts
$1.62M +$8.2K +136 +0.5%
AP
546
Appleton Partners
Massachusetts
$1.61M +$1.57K +26 +0.1%
MWM
547
Modera Wealth Management
New Jersey
$1.61M -$743K -12,314 -33%
M
548
Mirova
France
$1.6M -$7.24K -120 -0.5%
KPWS
549
Kestra Private Wealth Services
Texas
$1.58M +$191K +3,167 +15%
AHC
550
Adell Harriman & Carpenter
Texas
$1.57M +$847K +14,044 +132%