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Name Holding Trade Value Shares
Change
Change in
Stake
DSN
526
D. Scott Neal
Kentucky
$308K
CFO
527
CVA Family Office
Colorado
$308K
FOA
528
Five Oceans Advisors
California
$307K +$335K +7,966 New
RIA
529
Regal Investment Advisors
Michigan
$306K -$670K -15,922 -67%
DFG
530
Delta Financial Group
New Jersey
$303K
TIAA Trust, National Association
531
TIAA Trust, National Association
North Carolina
$301K +$33.1K +788 +11%
CFGS
532
Concourse Financial Group Securities
Alabama
$298K -$42.2K -1,003 -12%
ARG
533
Advisory Resource Group
Oklahoma
$297K +$10.4K +247 +3%
SSG
534
Summit Securities Group
New York
$295K -$1.07M -25,421 -73%
IA
535
IFP Advisors
Florida
$294K +$48.7K +1,158 +18%
GLA
536
Good Life Advisors
Pennsylvania
$293K +$28.6K +681 +10%
BB
537
Busey Bank
Illinois
$292K -$47.1K -1,119 -13%
BFC
538
Bedel Financial Consulting
Indiana
$291K
STA
539
Summit Trail Advisors
New York
$290K +$85.3K +2,027 +37%
SLWA
540
San Luis Wealth Advisors
California
$290K +$317K +7,541 New
SWM
541
Seed Wealth Management
Illinois
$290K +$17.7K +420 +6%
SWMP
542
Signature Wealth Management Partners
New Jersey
$289K
JGC
543
J. Goldman & Co
New York
$288K +$314K +7,473 New
SL
544
Sentry LLC
Tennessee
$288K
BDFN
545
Bond & Devick Financial Network
Minnesota
$286K +$21.9K +520 +8%
BBHC
546
Brown Brothers Harriman & Co
New York
$285K -$18.6K -441 -6%
EFS
547
Essex Financial Services
Connecticut
$285K +$84.4K +2,007 +39%
CSPIA
548
Cary Street Partners Investment Advisory
Virginia
$285K +$98.6K +2,344 +46%
EHC
549
Everett Harris & Co
California
$285K
SN
550
Sittner & Nelson
Oregon
$283K