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Name Holding Trade Value Shares
Change
Change in
Stake
FA
551
Fiduciary Alliance
South Carolina
$639K +$656K +14,728 New
CT
552
Caldwell Trust
Florida
$631K
BBA
553
BLB&B Advisors
Pennsylvania
$621K +$5.74K +129 +0.9%
SIP
554
Stoneridge Investment Partners
Pennsylvania
$618K +$272K +6,101 +75%
FPAS
555
Focus Partners Advisor Solutions
Missouri
$618K -$138K -3,099 -18%
MNBTD
556
Moody National Bank Trust Division
Texas
$616K +$10K +225 +2%
BDF
557
Black Diamond Financial
Maryland
$614K +$89 +2 +0%
KeyBank National Association
558
KeyBank National Association
Ohio
$610K +$70.8K +1,591 +13%
TWM
559
TriaGen Wealth Management
California
$610K +$4.5K +101 +0.7%
SLWA
560
San Luis Wealth Advisors
California
$610K -$92.8K -2,084 -13%
SCTC
561
Sanibel Captiva Trust Company
Florida
$607K
TCWM
562
Total Clarity Wealth Management
Illinois
$605K +$193K +4,345 +45%
BFG
563
Bleakley Financial Group
New Jersey
$603K +$83.2K +1,869 +16%
HIIFS
564
Harel Insurance Investments & Financial Services
Israel
$601K +$281K +6,321 +84%
BPA
565
Beacon Pointe Advisors
California
$597K +$27.4K +616 +5%
RBI
566
Raiffeisen Bank International
Austria
$595K -$24K -540 -4%
FTWA
567
Fifth Third Wealth Advisors
Ohio
$591K -$11.9K -267 -2%
WSFS
568
Wilmington Savings Fund Society
Delaware
$590K -$111K -2,487 -15%
PI
569
PFG Investments
New York
$590K -$4.27K -96 -0.7%
KA
570
Kintegral Advisory
New York
$589K -$935 -21 -0.2%
GRP
571
Global Retirement Partners
California
$587K +$602K +13,510 New
IRC
572
Investors Research Corp
Georgia
$585K
PWM
573
Partnership Wealth Management
Maryland
$585K
PWM
574
PTM Wealth Management
United States
$584K +$5.52K +124 +0.9%
CAMG
575
CWA Asset Management Group
Florida
$584K +$59.5K +1,337 +11%