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Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
426
Ashton Thomas Private Wealth
Arizona
$473K +$481K +1,230 New
KPWS
427
Kestra Private Wealth Services
Texas
$471K +$42.7K +109 +10%
MFA
428
Mayflower Financial Advisors
Massachusetts
$468K – – –
LNC
429
Lincoln National Corp
Pennsylvania
$466K +$783 +2 +0.2%
RGC
430
Roberts, Glore & Co
Illinois
$465K -$17.2K -44 -4%
AC
431
Allstate Corporation
Illinois
$460K +$468K +1,195 New
LI
432
LMCG Investments
Massachusetts
$457K – – –
DIA
433
Dean Investment Associates
Ohio
$455K -$16K -41 -3%
AP
434
Advisor Partners
California
$444K +$83.4K +213 +23%
WFA
435
Websterrogers Financial Advisors
South Carolina
$430K -$14.1K -36 -3%
Vontobel Holding
436
Vontobel Holding
Switzerland
$429K +$27K +69 +7%
PWS
437
Precision Wealth Strategies
Missouri
$421K +$25.4K +65 +6%
EWA
438
EP Wealth Advisors
California
$412K +$2.35K +6 +0.6%
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$410K +$18.4K +47 +5%
DADC
440
D.A. Davidson & Co
Montana
$407K – – –
AIM
441
Alhambra Investment Management
Florida
$404K -$7.83K -20 -2%
AAM
442
Advisors Asset Management
Colorado
$403K -$369K -943 -47%
MCM
443
MAI Capital Management
Ohio
$403K -$2.74K -7 -0.7%
CWP
444
Curated Wealth Partners
California
$399K -$47K -120 -10%
CP
445
Covenant Partners
Tennessee
$396K – – –
BFEC
446
Benjamin F. Edwards & Company
Missouri
$394K +$128K +326 +47%
LA
447
Legacy Advisors
Pennsylvania
$394K +$160K +408 +66%
RIM
448
Redpoint Investment Management
Australia
$393K – – –
BHIA
449
Birch Hill Investment Advisors
Massachusetts
$389K – – –
SIA
450
SkyView Investment Advisors
New Jersey
$389K +$10.6K +27 +3%