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Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
451
Simplex Trading
Illinois
$375K +$380K +7,712 +4,820%
CBN
452
Cadence Bank NA
Texas
$373K +$385K +7,809 New
SW
453
SVB Wealth
Massachusetts
$370K -$63.2K -1,283 -14%
HWA
454
Heritage Way Advisors
Illinois
$370K +$2.96K +60 +0.8%
LNB
455
Ledyard National Bank
$366K – – –
DWT
456
Dorsey & Whitney Trust
South Dakota
$365K -$10.5K -213 -3%
APA
457
American Portfolios Advisors
New York
$363K -$73.9K -1,500 -16%
WIA
458
Wealthstreet Investment Advisors
Texas
$357K – – –
BW
459
Bison Wealth
Georgia
$356K -$19.4K -394 -5%
WFM
460
Wolff Financial Management
Michigan
$356K +$367K +7,457 New
ASN
461
Advisory Services Network
Georgia
$353K -$4.29K -87 -1%
AAS
462
Avantax Advisory Services
Texas
$350K +$356K +7,234 New
SVWA
463
Sound View Wealth Advisors
Georgia
$350K +$361K +7,338 New
RIA
464
Regal Investment Advisors
Michigan
$346K +$357K +7,251 New
OA
465
Oxbow Advisors
Texas
$345K -$72.9K -1,480 -17%
CC
466
Courier Capital
New York
$345K +$10.2K +208 +3%
FCA
467
FinTrust Capital Advisors
South Carolina
$343K +$353K +7,167 New
BPWA
468
Beacon Pointe Wealth Advisors
California
$341K +$350K +7,105 New
BFO
469
Boston Family Office
Massachusetts
$336K +$64.8K +1,315 +23%
SRC
470
Shufro Rose & Co
New York
$334K – – –
BHWM
471
Bay Harbor Wealth Management
Maryland
$333K +$343K +6,964 New
OCG
472
Opus Capital Group
Ohio
$331K – – –
SIA
473
Strategic Investment Advisors
Michigan
$331K +$341K +6,926 New
LB
474
Landmark Bank
Missouri
$329K +$10K +203 +3%
HSA
475
HBK Sorce Advisory
Pennsylvania
$328K -$160K -3,249 -32%