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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
351
Regal Investment Advisors
Michigan
$733K +$106K +2,006 +17%
AIM
352
ARGA Investment Management
Connecticut
$730K
BA
353
Bellwether Advisors
Nebraska
$720K -$885K -16,680 -56%
KAS
354
Kestra Advisory Services
Texas
$701K -$1.66M -31,228 -71%
NCM
355
Narwhal Capital Management
Georgia
$700K
PT
356
Plimoth Trust
Massachusetts
$697K -$2.65K -50 -0.4%
NMIMC
357
Northwestern Mutual Investment Management Company
Wisconsin
$689K +$2.02K +38 +0.3%
MGP
358
Metis Global Partners
California
$687K +$227K +4,288 +51%
BBVA
359
Banco Bilbao Vizcaya Argentaria
Spain
$669K +$120K +2,262 +22%
V
360
ViaWealth
Kansas
$668K
Fifth Third Bancorp
361
Fifth Third Bancorp
Ohio
$666K +$375K +7,066 +133%
IWC
362
Integrated Wealth Concepts
Massachusetts
$665K +$207K +3,900 +46%
TI
363
Tidal Investments
Wisconsin
$661K +$45.7K +862 +8%
BCV
364
Banque Cantonale Vaudoise
Switzerland
$655K
WA
365
Wealth Alliance
New York
$654K +$645K +12,150 New
VAS
366
Vestmark Advisory Solutions
Massachusetts
$624K +$336K +6,340 +121%
EH
367
Equitable Holdings
New York
$624K +$326K +6,144 +113%
API
368
Advisor Partners II
California
$614K +$27.9K +526 +5%
MCA
369
Millennium Capital Advisors
Arkansas
$603K +$21.2K +400 +4%
SWP
370
Stratos Wealth Partners
Ohio
$602K +$5.41K +102 +0.9%
EF
371
Empirical Finance
Pennsylvania
$602K +$30.6K +576 +5%
VIM
372
Vinva Investment Management
Australia
$583K +$579K +10,908 New
CSPIA
373
Cary Street Partners Investment Advisory
Virginia
$581K -$26.1K -492 -4%
CFA
374
CWS Financial Advisors
Michigan
$579K -$46.6K -878 -8%
PI
375
PEAK6 Investments
Illinois
$576K -$1.14M -21,520 -67%