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Name Holding Trade Value Shares
Change
Change in
Stake
Integrated Wealth Concepts
701
Integrated Wealth Concepts
Massachusetts
$729K +$470K +7,677 +154%
Hancock Whitney
702
Hancock Whitney
Mississippi
$723K -$220K -3,598 -22%
EP Wealth Advisors
703
EP Wealth Advisors
California
$722K +$126K +2,052 +20%
MAA
704
Mraz Amerine & Associates
California
$717K -$5.94K -97 -0.8%
IFWM
705
Institute for Wealth Management
Colorado
$711K -$4.04K -66 -0.5%
DMK
706
David M. Knott
$700K +$2.57K +42 +0.3%
GCA
707
Greenwood Capital Associates
South Carolina
$696K -$18.1K -296 -2%
IFP Advisors
708
IFP Advisors
Florida
$696K -$16K -261 -2%
PWA
709
Providence Wealth Advisors
Illinois
$692K -$6.06K -99 -0.8%
Avantax Advisory Services
710
Avantax Advisory Services
Texas
$692K +$122K +1,999 +20%
NB
711
Northwest Bancshares
Pennsylvania
$690K -$174K -2,847 -19%
Dynamic Advisor Solutions
712
Dynamic Advisor Solutions
Arizona
$689K -$136K -2,226 -16%
CS
713
Comerica Securities
Michigan
$679K +$24.6K +402 +4%
VCA
714
Verdence Capital Advisors
Maryland
$675K -$34.2K -559 -5%
Old National Bancorp
715
Old National Bancorp
Indiana
$670K +$66.2K +1,082 +10%
RFN
716
RDA Financial Network
Iowa
$667K -$19K -310 -3%
Equitable Holdings
717
Equitable Holdings
New York
$662K +$40K +653 +6%
LMR Partners
718
LMR Partners
United Kingdom
$656K +$698K +11,399 New
CIAS
719
Capital Investment Advisory Services
North Carolina
$654K +$306 +5 +0%
NAM
720
NTV Asset Management
West Virginia
$654K +$31.3K +512 +5%
Lincoln National Corp
721
Lincoln National Corp
Pennsylvania
$653K -$43.8K -716 -6%
HL
722
HeadInvest LLC
Maine
$653K -$1.41K -23 -0.2%
Williams Jones Wealth Management
723
Williams Jones Wealth Management
New York
$650K -$630K -10,290 -48%
BRWM
724
B. Riley Wealth Management
Tennessee
$641K +$681K +11,129 New
LIM
725
Longfellow Investment Management
Massachusetts
$637K – – –