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Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
501
Financial Architects (New Jersey)
New Jersey
$347K -$6.16K -120 -2%
FC
502
FCA Corp
Texas
$347K – – –
CMO
503
Covenant Multifamily Offices
Texas
$345K +$348K +6,774 New
LA
504
LVW Advisors
New York
$343K -$31.4K -612 -8%
HNB
505
Huntington National Bank
Ohio
$338K -$99.5K -1,939 -23%
GSBTD
506
Glenview State Bank Trust Department
Illinois
$338K +$8.98K +175 +3%
CC
507
Courier Capital
New York
$337K – – –
BC
508
Burney Company
Virginia
$333K -$15.8K -308 -5%
APP
509
Avantax Planning Partners
Iowa
$333K – – –
FLI
510
Family Legacy Inc
South Carolina
$333K – – –
RWM
511
Ritholtz Wealth Management
New York
$332K +$334K +6,517 New
AIC
512
Archer Investment Corporation
Indiana
$330K – – –
CNC
513
Canandaigua National Corp
New York
$330K +$332K +6,467 New
CT
514
Coastline Trust
Rhode Island
$326K -$15.6K -304 -5%
TW
515
TrinityPoint Wealth
Connecticut
$325K -$8.67K -169 -3%
V
516
Veritable
Delaware
$322K +$154 +3 +0%
FWM
517
Frontier Wealth Management
Missouri
$319K -$698K -13,600 -68%
IP
518
Investment Partners
Ohio
$319K +$54.6K +1,065 +21%
BCA
519
Bay Colony Advisors
Massachusetts
$318K +$320K +6,232 New
AIC
520
Ameritas Investment Company
Nebraska
$317K -$12.5K -243 -4%
EM
521
Excalibur Management
Massachusetts
$316K +$13.1K +256 +4%
PSUF
522
People's United Financial
Connecticut
$315K -$100K -1,957 -24%
ASN
523
Advisory Services Network
Georgia
$315K +$1.18K +23 +0.4%
SVWAG
524
Sound View Wealth Advisors Group
Georgia
$315K +$59.1K +1,152 +23%
WI
525
Wintrust Investments
Illinois
$314K +$16.6K +323 +6%