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Name Holding Trade Value Shares
Change
Change in
Stake
FT
401
Fiduciary Trust
Massachusetts
$551K +$20.4K +569 +4%
AA
402
Ancora Advisors
Ohio
$550K +$55.7K +1,551 +12%
CWP
403
Cyndeo Wealth Partners
Florida
$547K +$323 +9 +0.1%
SPIA
404
Steward Partners Investment Advisory
New York
$545K -$44.1K -1,228 -8%
FIM
405
Freedom Investment Management
Connecticut
$541K -$746K -20,781 -59%
SAW
406
Signal Advisors Wealth
Michigan
$540K +$519K +14,448 New
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$538K +$79.1K +2,204 +18%
PFGIA
408
Patriot Financial Group Insurance Agency
Massachusetts
$538K +$251 +7 +0%
LFAS
409
Level Four Advisory Services
Texas
$537K -$49.7K -1,384 -9%
CWM
410
Cornerstone Wealth Management
Missouri
$532K -$23.6K -656 -4%
IA
411
IFG Advisory
Georgia
$531K -$94.7K -2,637 -16%
VFA
412
Valeo Financial Advisors
Indiana
$529K +$25.6K +713 +5%
WSTAM
413
Wilbanks Smith & Thomas Asset Management
Virginia
$527K -$29.6K -825 -5%
MCM
414
MAI Capital Management
Ohio
$525K +$969 +27 +0.2%
WI
415
Wintrust Investments
Illinois
$520K -$6.07K -169 -1%
MCP
416
Mirador Capital Partners
California
$519K +$2.19K +61 +0.4%
WH
417
Willner & Heller
California
$518K +$502K +13,973 New
CD
418
Chapin Davis
Maryland
$516K
AC
419
AlphaCore Capital
California
$511K -$97.4K -2,713 -17%
BPA
420
Beacon Pointe Advisors
California
$510K -$56.9K -1,584 -10%
MCC
421
Money Concepts Capital
Florida
$509K -$27.7K -772 -5%
SMH
422
Sanders Morris Harris
Texas
$505K -$20.1K -560 -4%
SW
423
SVB Wealth
Massachusetts
$490K -$22.2K -618 -4%
CCIA
424
Campbell & Co Investment Adviser
Maryland
$490K +$475K +13,231 New
TCM
425
Triumph Capital Management
Colorado
$485K -$5.56K -155 -1%