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Name Holding Trade Value Shares
Change
Change in
Stake
BW
376
Bison Wealth
Georgia
$585K -$40.1K -800 -6%
NAM
377
NTV Asset Management
West Virginia
$583K +$2.81K +56 +0.5%
SSG
378
Summit Securities Group
New York
$580K +$413K +8,240 +202%
MIP
379
Marietta Investment Partners
Wisconsin
$578K
QT
380
Quantbot Technologies
New York
$568K +$356K +7,110 +143%
PFPT
381
Pinnacle Financial Partners (Tennessee)
Tennessee
$560K -$5.86K -117 -1%
CAN
382
Cetera Advisor Networks
California
$557K -$179K -3,573 -23%
FFA
383
First Foundation Advisors
California
$557K
MWM
384
Mission Wealth Management
California
$553K +$195K +3,891 +49%
PPSG
385
Princeton Portfolio Strategies Group
New Jersey
$551K -$32.1K -640 -5%
WA
386
Wealth Alliance
New York
$543K -$56.2K -1,121 -9%
CHJWM
387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$537K +$85.2K +1,701 +18%
FFS
388
Founders Financial Securities
Maryland
$535K -$77.4K -1,544 -12%
HH
389
Hilltop Holdings
Texas
$534K -$57.5K -1,148 -9%
EH
390
Equitable Holdings
New York
$534K -$8.77K -175 -2%
LWM
391
Loveless Wealth Management
Montana
$531K +$18K +360 +3%
FVWA
392
Foster Victor Wealth Advisors
South Carolina
$531K +$313K +6,254 +124%
DWT
393
Dorsey & Whitney Trust
South Dakota
$524K +$752 +15 +0.1%
LFAS
394
Level Four Advisory Services
Texas
$523K -$63.1K -1,260 -10%
SLT
395
St Louis Trust
Missouri
$523K
KWM
396
Kingsview Wealth Management
Oregon
$516K -$18.2K -364 -3%
APA
397
American Portfolios Advisors
New York
$509K -$24.9K -496 -4%
JWS
398
Juncture Wealth Strategies
Arizona
$508K +$64.1K +1,280 +13%
ECM
399
ExodusPoint Capital Management
New York
$508K +$541K +10,794 New
PFGIA
400
Patriot Financial Group Insurance Agency
Massachusetts
$504K -$260K -5,199 -33%