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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
401
Cardiff Park Advisors
California
$324K +$3.15K +83 +0.8%
Bank of Nova Scotia
402
Bank of Nova Scotia
Ontario, Canada
$324K +$417K +11,000 New
VFA
403
Valeo Financial Advisors
Indiana
$322K -$11K -291 -3%
EHC
404
Everett Harris & Co
California
$318K -$985 -26 -0.2%
FT
405
Fiduciary Trust
Massachusetts
$315K -$32.6K -861 -7%
GJIC
406
Gamble Jones Investment Counsel
California
$315K -$38 -1 -0%
RFG
407
Range Financial Group
Oregon
$315K +$55.8K +1,473 +16%
FG
408
Fiduciary Group
Georgia
$314K +$356K +9,387 New
BP
409
Ballentine Partners
Massachusetts
$313K -$235K -6,206 -37%
RIG
410
Roosevelt Investment Group
New York
$313K -$56K -1,477 -12%
KFA
411
Kelleher Financial Advisors
New York
$312K +$402K +10,614 New
EWA
412
EP Wealth Advisors
California
$311K +$400K +10,555 New
AssetMark Inc
413
AssetMark Inc
California
$310K +$107K +2,818 +37%
CQS
414
Credential Qtrade Securities
$307K +$203K +5,368 +106%
KPWS
415
Kestra Private Wealth Services
Texas
$307K +$7.28K +192 +2%
BA
416
Ballew Advisors
Mississippi
$304K +$190 +5 +0%
ONB
417
Old National Bancorp
Indiana
$304K +$22.8K +602 +6%
KTC
418
Kistler-Tiffany Companies
Pennsylvania
$304K +$29.8K +786 +8%
TWM
419
Thrive Wealth Management
Pennsylvania
$303K -$15.2K -402 -4%
RIA
420
Realta Investment Advisors
Delaware
$301K -$62.5K -1,650 -14%
SYBT
421
Stock Yards Bank & Trust
Kentucky
$301K -$19.3K -508 -5%
SIA
422
SkyView Investment Advisors
New Jersey
$301K +$110K +2,890 +39%
AWA
423
Arete Wealth Advisors
Illinois
$299K +$385K +10,171 New
FLAM
424
First Light Asset Management
Minnesota
$296K -$38 -1 -0%
HI
425
Human Investing
Oregon
$295K -$158K -4,179 -29%