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Name Holding Trade Value Shares
Change
Change in
Stake
AF
501
Allworth Financial
California
$343K +$46.7K +1,222 +16%
NWWA
502
New Wave Wealth Advisors
Arkansas
$342K +$1.83K +48 +0.5%
BF
503
Brucke Financial
Indiana
$342K -$36.3K -949 -10%
AP
504
Americana Partners
Texas
$339K +$23K +601 +7%
DAS
505
Dynamic Advisor Solutions
Arizona
$338K +$22.6K +592 +7%
IAN
506
Integrated Advisors Network
Texas
$338K -$34.9K -914 -9%
SFM
507
Signet Financial Management
New Jersey
$337K -$16.4K -428 -5%
IWP
508
Innova Wealth Partners
Pennsylvania
$332K -$16.1K -422 -5%
BB
509
Busey Bank
Illinois
$331K +$5.96K +156 +2%
NSB
510
Norway Savings Bank
Maine
$330K +$329K +8,598 New
SFS
511
Sowell Financial Services
Arkansas
$329K -$38.5K -1,008 -11%
VOYA Investment Management
512
VOYA Investment Management
Georgia
$329K – – –
TNBTD
513
Trustmark National Bank Trust Department
Mississippi
$329K +$2.67K +70 +0.8%
SAM
514
Smartleaf Asset Management
Massachusetts
$329K -$18.2K -476 -5%
BPA
515
Beacon Pointe Advisors
California
$328K -$103K -2,701 -24%
AWMM
516
Aegis Wealth Management (Maryland)
Maryland
$328K -$7.64K -200 -2%
BFS
517
BridgePort Financial Solutions
Iowa
$323K +$3.32K +87 +1%
CCM
518
Canal Capital Management
Virginia
$323K – – –
HI
519
Hoey Investments
Pennsylvania
$323K -$190K -4,972 -37%
ACA
520
Aptus Capital Advisors
Alabama
$315K +$54.5K +1,426 +21%
ANTB
521
AMG National Trust Bank
Colorado
$315K -$2.33M -61,004 -88%
RG
522
Rathbones Group
United Kingdom
$314K – – –
SN
523
Sittner & Nelson
Oregon
$313K – – –
MWM
524
Mission Wealth Management
California
$312K -$14.9K -389 -5%
AL
525
Aspiriant LLC
California
$312K -$4.66K -122 -1%