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Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
651
Mariner Independent Advisor Network
Kansas
$564K +$617K +16,760 New
MIP
652
Marietta Investment Partners
Wisconsin
$563K -$591K -16,052 -49%
CFB
653
Cullen/Frost Bankers
Texas
$560K -$26.7K -724 -4%
FIA
654
Foundations Investment Advisors
Arizona
$552K +$128K +3,463 +27%
ET
655
Equitable Trust
Tennessee
$552K +$604K +16,400 New
CAPTRUST Financial Advisors
656
CAPTRUST Financial Advisors
North Carolina
$550K +$21K +569 +4%
DWM
657
Dakota Wealth Management
Florida
$550K +$274K +7,450 +84%
PVWM
658
Point View Wealth Management
New Jersey
$549K -$10.1K -274 -2%
AF
659
Affiance Financial
Minnesota
$548K +$405 +11 +0.1%
Mackenzie Financial
660
Mackenzie Financial
Ontario, Canada
$548K +$119K +3,239 +25%
RCG
661
Rock Creek Group
District of Columbia
$544K +$596K +16,171 New
TP
662
Truvvo Partners
New York
$543K – – –
SAM
663
Strategy Asset Managers
California
$532K – – –
EML
664
Eos Management LP
New York
$530K – – –
AGA
665
Accuvest Global Advisors
Utah
$529K +$180K +4,889 +45%
CAM
666
CenterStar Asset Management
Illinois
$525K – – –
CIA
667
Capital Investment Advisors
Georgia
$524K +$4.9K +133 +0.9%
SSB
668
Sandy Spring Bank
Maryland
$523K +$60.8K +1,650 +12%
DTL
669
Dynamic Technology Lab
Singapore
$522K +$571K +15,497 New
CCA
670
Checchi Capital Advisers
California
$515K +$50.2K +1,363 +10%
JIC
671
Johnson Investment Counsel
Ohio
$515K +$133K +3,618 +31%
APA
672
American Portfolios Advisors
New York
$509K -$10.2K -276 -2%
ASC
673
Atalanta Sosnoff Capital
New York
$505K – – –
MCM
674
Mainstay Capital Management
Michigan
$504K +$737 +20 +0.1%
CAAS
675
Capital Asset Advisory Services
Michigan
$494K +$17.8K +482 +3%