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Name Holding Trade Value Shares
Change
Change in
Stake
FSC
501
Full Sail Capital
Oklahoma
$687K
SEIA
502
Signature Estate & Investment Advisors
California
$685K -$37.9K -3,884 -5%
SF
503
Synovus Financial
Georgia
$682K -$124K -12,732 -16%
IA
504
Integrity Alliance
Iowa
$682K +$664K +67,970 New
NPF
505
Norris Perne & French
Michigan
$679K +$18.7K +1,917 +3%
GCP
506
Garda Capital Partners
Minnesota
$678K -$5.58M -571,240 -89%
FFA
507
Farther Finance Advisors
California
$675K +$330K +33,764 +99%
KFS
508
Keynote Financial Services
Connecticut
$674K +$38.1K +3,904 +6%
CA
509
Calton & Associates
Florida
$667K +$243K +24,836 +60%
BFWM
510
Bright Futures Wealth Management
New York
$664K -$346K -35,430 -34%
CA
511
Clearstead Advisors
Ohio
$663K -$46K -4,712 -7%
OPA
512
Old Port Advisors
Maine
$662K +$81.2K +8,309 +14%
CAM
513
Cresset Asset Management
Illinois
$660K -$104K -10,645 -14%
GT
514
Greenleaf Trust
Michigan
$657K -$54.6K -5,591 -8%
FMWA
515
Forvis Mazars Wealth Advisors
Missouri
$656K -$28.8K -2,948 -4%
LFAS
516
Level Four Advisory Services
Texas
$647K -$116K -11,897 -16%
BFG
517
Bleakley Financial Group
New Jersey
$645K +$159K +16,232 +34%
DAS
518
Dynamic Advisor Solutions
Arizona
$640K -$51.7K -5,294 -8%
CIA
519
Capital Investment Advisors
Georgia
$636K -$31.6K -3,231 -5%
CCG
520
Coastwise Capital Group
California
$634K -$8.75K -896 -1%
MYAM
521
Meiji Yasuda Asset Management
Japan
$632K
IIC
522
Integrated Investment Consultants
Michigan
$626K +$609K +62,400 New
KA
523
Kovack Advisors
Florida
$624K +$10.1K +1,035 +2%
CIBC Private Wealth Group
524
CIBC Private Wealth Group
Georgia
$624K +$130K +13,345 +23%
PCG
525
Prosperity Consulting Group
Maryland
$622K +$76.9K +7,874 +15%