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Name Holding Trade Value Shares
Change
Change in
Stake
CB
551
Commerce Bank
Missouri
$383K -$36.1K -773 -9%
MWM
552
Mission Wealth Management
California
$382K -$46.8K -1,003 -11%
WS
553
Wedbush Securities
California
$380K +$26.7K +572 +8%
CCA
554
Cravens & Co Advisors
Tennessee
$378K -$8.81K -189 -2%
KCM
555
Kathmere Capital Management
Pennsylvania
$375K +$17.7K +379 +5%
SF
556
Summit Financial
New Jersey
$374K +$17.2K +368 +5%
GT
557
Greenleaf Trust
Michigan
$373K +$5.08K +109 +1%
FMI
558
Frec Markets Inc
California
$372K +$354K +7,586 New
NI
559
Natural Investments
California
$372K +$99.5K +2,134 +39%
GT
560
Glenview Trust
Kentucky
$372K +$17.2K +369 +5%
CIA
561
Cape Investment Advisory
Georgia
$371K +$26.4K +565 +8%
BFC
562
Bedel Financial Consulting
Indiana
$371K
SWMP
563
Signature Wealth Management Partners
New Jersey
$368K
SL
564
Sentry LLC
Tennessee
$366K
ACA
565
Aptus Capital Advisors
Alabama
$364K -$3.4K -73 -1%
IFG
566
Independent Financial Group
California
$363K -$2.42K -52 -0.7%
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
$361K -$13.9K -297 -4%
WANY
568
Wealthspire Advisors (New York)
New York
$360K +$222K +4,751 +183%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$360K +$34.9K +748 +11%
RIA
570
Regal Investment Advisors
Michigan
$357K -$1.96K -42 -0.6%
KA
571
Kooman & Associates
Pennsylvania
$356K -$26.2K -561 -7%
MMA
572
Miracle Mile Advisors
California
$356K +$48.8K +1,047 +17%
MO
573
McMillan Office
Michigan
$355K +$338K +7,241 New
CW
574
CreativeOne Wealth
Kansas
$354K +$24.9K +533 +8%
JF
575
JMN Financial
Ohio
$351K +$331K +7,093 New