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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
426
Gladstone Institutional Advisory
Florida
$445K -$26.7K -729 -6%
CWS
427
Cypress Wealth Services
California
$443K -$19.1K -522 -4%
FA
428
Fiduciary Alliance
South Carolina
$443K -$3.22K -88 -0.8%
IC
429
IEQ Capital
California
$436K +$62K +1,693 +18%
BPA
430
Beacon Pointe Advisors
California
$436K +$89.2K +2,436 +28%
MNBTD
431
Moody National Bank Trust Division
Texas
$429K +$17.3K +473 +4%
DWT
432
Dorsey & Whitney Trust
South Dakota
$428K -$16.7K -455 -4%
JCM
433
Jacobi Capital Management
Pennsylvania
$428K +$23.4K +640 +6%
PFPT
434
Pinnacle Financial Partners (Tennessee)
Tennessee
$424K +$6.3K +172 +2%
MYIA
435
Mount Yale Investment Advisors
Colorado
$421K -$2.05K -56 -0.5%
MEAC
436
M.E. Allison & Co
Texas
$418K +$54.9K +1,500 +16%
AC
437
AlphaCore Capital
California
$415K +$21.6K +590 +6%
CCIA
438
Campbell & Co Investment Adviser
Maryland
$414K +$391K +10,690 New
NWMG
439
National Wealth Management Group
Ohio
$413K +$390K +10,656 New
FIA
440
Foundations Investment Advisors
Arizona
$413K -$39.1K -1,067 -9%
CWM
441
Cornerstone Wealth Management
Missouri
$412K +$39.9K +1,091 +11%
FHA
442
Flagship Harbor Advisors
Massachusetts
$408K -$3.19K -87 -0.8%
ABLA
443
Alan B. Lancz & Associates
Ohio
$407K -$4.39K -120 -1%
CD
444
Chapin Davis
Maryland
$403K -$150K -4,088 -28%
APP
445
Avantax Planning Partners
Iowa
$402K -$50K -1,366 -12%
CW
446
Cook Wealth
North Carolina
$400K
STA
447
Summit Trail Advisors
New York
$400K +$50K +1,367 +15%
PWM
448
Perigon Wealth Management
California
$398K +$6.11K +167 +2%
NC
449
Napatree Capital
Rhode Island
$398K -$45.5K -1,243 -11%
BF
450
Brucke Financial
Indiana
$393K -$122K -3,329 -25%