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Name Holding Trade Value Shares
Change
Change in
Stake
BCP
576
Blue Chip Partners
Michigan
$742K +$736K +15,916 New
IAIM
577
International Assets Investment Management
Florida
$725K +$3.89K +84 +0.5%
TBT
578
Texas Bank & Trust
Texas
$720K +$1.71K +37 +0.2%
IAN
579
Integrated Advisors Network
Texas
$708K +$110K +2,385 +19%
AIC
580
Archer Investment Corporation
Indiana
$707K
BDF
581
Black Diamond Financial
Maryland
$706K -$1.43K -31 -0.2%
ABTD
582
Arvest Bank Trust Division
Oklahoma
$705K -$60.6K -1,309 -8%
PFS
583
Prospera Financial Services
Texas
$692K -$28K -605 -4%
CT
584
Caldwell Trust
Florida
$690K -$12.1K -262 -2%
OIMU
585
Osmosis Investment Management UK
United Kingdom
$687K -$1.16M -25,019 -63%
KPWS
586
Kestra Private Wealth Services
Texas
$680K +$4.76K +103 +0.7%
AWA
587
Arkadios Wealth Advisors
Georgia
$676K -$23.8K -515 -3%
EI
588
Ellevest Inc
New York
$674K -$30.4K -658 -4%
PI
589
PFG Investments
New York
$672K +$8.19K +177 +1%
ATS
590
Ashton Thomas Securities
New York
$672K +$131K +2,832 +24%
CAM
591
Carret Asset Management
New York
$670K +$79.1K +1,710 +14%
PWM
592
PTM Wealth Management
United States
$664K +$3.05K +66 +0.5%
AssetMark Inc
593
AssetMark Inc
California
$658K -$6.66K -144 -1%
SF
594
Summit Financial
New Jersey
$655K -$4.72K -102 -0.7%
GIA
595
Gladstone Institutional Advisory
Florida
$650K +$4.63K +100 +0.7%
DE
596
Diversified Enterprises
Delaware
$643K -$2.59K -56 -0.4%
WB
597
WesBanco Bank
West Virginia
$632K -$71.7K -1,550 -10%
KCP
598
Kera Capital Partners
California
$631K +$342K +7,400 +121%
PWM
599
Partnership Wealth Management
Maryland
$628K
SC
600
Steph & Co
Wisconsin
$628K +$70.5K +1,524 +13%