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Name Holding Trade Value Shares
Change
Change in
Stake
TG
551
TCW Group
California
$818K +$37.5K +807 +5%
PIA
552
Perennial Investment Advisors
California
$816K -$2.28K -49 -0.3%
SB
553
Simmons Bank
Arkansas
$806K -$16K -345 -2%
ABTD
554
Arvest Bank Trust Division
Oklahoma
$805K +$25.5K +549 +3%
LSIA
555
LaSalle St. Investment Advisors
Illinois
$796K -$25.1K -540 -3%
Bessemer Group
556
Bessemer Group
New Jersey
$796K -$487K -10,473 -39%
CA
557
COFG Advisors
Illinois
$787K +$3.49K +75 +0.5%
Vontobel Holding
558
Vontobel Holding
Switzerland
$771K +$7.3K +157 +1%
IAIM
559
International Assets Investment Management
Florida
$762K -$130K -2,794 -15%
CWA
560
Centennial Wealth Advisory
Michigan
$761K +$94.2K +2,025 +15%
PFS
561
Prospera Financial Services
Texas
$758K +$33.9K +729 +5%
TBT
562
Texas Bank & Trust
Texas
$755K +$10.7K +229 +2%
ECA
563
Elevated Capital Advisors
Utah
$744K -$201K -4,320 -22%
BDF
564
Black Diamond Financial
Maryland
$744K +$1.02K +22 +0.1%
AIC
565
Archer Investment Corporation
Indiana
$743K
FPAS
566
Focus Partners Advisor Solutions
Missouri
$743K +$705K +15,158 New
FMI
567
Frec Markets Inc
California
$742K +$358K +7,692 +103%
EI
568
Ellevest Inc
New York
$741K +$168K +3,604 +31%
WB
569
WesBanco Bank
West Virginia
$741K -$8.74K -188 -1%
HIP
570
HUB Investment Partners
Texas
$740K -$226K -4,853 -24%
CT
571
Caldwell Trust
Florida
$738K
AWA
572
Arkadios Wealth Advisors
Georgia
$736K +$55.9K +1,202 +9%
RP
573
Regal Partners
Australia
$735K +$698K +15,000 New
CFG
574
Cooper Financial Group
California
$712K +$9.12K +196 +1%
CAMG
575
CWA Asset Management Group
Florida
$711K -$2.16M -46,442 -76%