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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
526
Cravens & Co Advisors
Tennessee
$335K -$117 -3 -0%
TIAA Trust, National Association
527
TIAA Trust, National Association
North Carolina
$330K -$17.6K -451 -6%
DAS
528
Dynamic Advisor Solutions
Arizona
$330K -$45.1K -1,155 -13%
V
529
ViaWealth
Kansas
$327K -$742 -19 -0.3%
BFC
530
Bedel Financial Consulting
Indiana
$326K
CPA
531
Cardiff Park Advisors
California
$325K +$294K +7,520 New
Deutsche Bank
532
Deutsche Bank
Germany
$324K -$79.1K -2,024 -21%
VCM
533
Voleon Capital Management
California
$324K +$293K +7,508 New
SWMP
534
Signature Wealth Management Partners
New Jersey
$324K
GT
535
Greenleaf Trust
Michigan
$323K -$7.85K -201 -3%
ACA
536
Aptus Capital Advisors
Alabama
$323K -$28K -716 -9%
SL
537
Sentry LLC
Tennessee
$322K
IFG
538
Independent Financial Group
California
$322K +$391 +10 +0.1%
CTC
539
Cetera Trust Company
Minnesota
$319K +$15.6K +400 +6%
RIA
540
Regal Investment Advisors
Michigan
$316K +$820 +21 +0.3%
PTC
541
Private Trust Company
Ohio
$315K -$7.11K -182 -2%
CC
542
Chicago Capital
Illinois
$315K
DAS
543
Diversify Advisory Services
Utah
$314K +$265K +6,781 New
KCM
544
Kathmere Capital Management
Pennsylvania
$314K +$26.8K +685 +10%
GT
545
Glenview Trust
Kentucky
$311K -$9.1K -233 -3%
SF
546
Summit Financial
New Jersey
$311K -$20.6K -528 -7%
RCAG
547
Rehmann Capital Advisory Group
Michigan
$310K +$23.2K +593 +9%
WS
548
Wedbush Securities
California
$309K +$40.9K +1,046 +17%
RWM
549
RKL Wealth Management
Pennsylvania
$306K
LFA
550
Legacy Financial Advisors
Kentucky
$302K +$274K +7,004 New