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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
776
Recurrent Investment Advisors
Texas
$550K +$635K +12,525 New
IGWM
777
ICA Group Wealth Management
Colorado
$546K +$50.2K +991 +9%
AF
778
Advisornet Financial
Minnesota
$545K -$29.5K -581 -4%
ACP
779
Aviance Capital Partners
Florida
$544K +$51 +1 +0%
IFWM
780
Institute for Wealth Management
Colorado
$542K -$1.93K -38 -0.3%
MAA
781
Mraz Amerine & Associates
California
$540K +$152 +3 +0%
DAM
782
Diamant Asset Management
Connecticut
$540K +$17.2K +340 +3%
IAN
783
Integrated Advisors Network
Texas
$539K +$57.2K +1,128 +10%
CFA
784
CWS Financial Advisors
Michigan
$538K +$6.59K +130 +1%
TW
785
Transform Wealth
Colorado
$537K -$4.96M -97,761 -89%
Blue Trust Inc
786
Blue Trust Inc
Georgia
$531K +$2.48K +49 +0.5%
BS
787
Boenning & Scattergood
Pennsylvania
$529K +$96.1K +1,896 +19%
ACM
788
Alethea Capital Management
Washington
$527K +$339K +6,686 +126%
NB
789
Northwest Bancshares
Pennsylvania
$525K -$134K -2,641 -18%
Hancock Whitney
790
Hancock Whitney
Mississippi
$522K +$10K +198 +2%
Sumitomo Life Insurance
791
Sumitomo Life Insurance
Japan
$520K -$26.6K -524 -4%
SignatureFD
792
SignatureFD
Georgia
$517K -$41.8K -824 -7%
HB Wealth Management
793
HB Wealth Management
Georgia
$513K +$55.9K +1,102 +10%
GAMCO Investors
794
GAMCO Investors
Connecticut
$512K – – –
Independent Financial Group
795
Independent Financial Group
California
$510K +$329K +6,481 +126%
Forum Financial Management
796
Forum Financial Management
Illinois
$507K +$46.7K +921 +9%
RB
797
Renasant Bank
Mississippi
$506K +$28.5K +563 +5%
Park National Corp
798
Park National Corp
Ohio
$506K +$65.8K +1,298 +13%
BW
799
Bison Wealth
Georgia
$506K +$84.3K +1,663 +17%
Ameritas Advisory Services
800
Ameritas Advisory Services
Nebraska
$505K +$5.83K +115 +1%