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Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
201
Truist Financial
North Carolina
$232K -$17.6K -623 -7%
IWC
202
Integrated Wealth Concepts
Massachusetts
$231K -$84.2K -2,981 -27%
AAS
203
Avantax Advisory Services
Texas
$230K -$15.7K -556 -6%
BTI
204
Blue Trust Inc
Georgia
$226K -$11.8K -418 -5%
MFG
205
MidWestOne Financial Group
Iowa
$223K
TCWM
206
Total Clarity Wealth Management
Illinois
$220K +$22.9K +812 +12%
VFA
207
Valeo Financial Advisors
Indiana
$210K -$26.9K -953 -11%
SPIA
208
Steward Partners Investment Advisory
New York
$209K +$185K +6,563 +851%
PWM
209
Perigon Wealth Management
California
$207K -$15.8K -558 -7%
Focus Partners Wealth
210
Focus Partners Wealth
Massachusetts
$207K +$204K +7,235 New
AI
211
Atria Investments
North Carolina
$206K -$52.2K -1,846 -20%
CPBTD
212
Central Pacific Bank - Trust Division
Hawaii
$206K
EFS
213
Essex Financial Services
Connecticut
$205K +$203K +7,174 New
CCA
214
Checchi Capital Advisers
California
$203K +$7.21K +255 +4%
KOCAA
215
Knights of Columbus Asset Advisors
Connecticut
$191K
BNP Paribas Financial Markets
216
BNP Paribas Financial Markets
France
$187K +$114K +4,039 +161%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$173K -$78.1K -2,764 -31%
BGAI
218
Bruce G. Allen Investments
Colorado
$162K +$12.6K +445 +8%
HI
219
Harbour Investments
Wisconsin
$161K -$509 -18 -0.3%
NWWA
220
New Wave Wealth Advisors
Arkansas
$159K +$157K +5,570 New
Jones Financial Companies
221
Jones Financial Companies
Missouri
$152K +$56.7K +2,005 +60%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$126K -$11.8K -416 -9%
MHR
223
Matthew Hamilton Rosenberg
$122K -$5.25K -186 -4%
EWA
224
EverSource Wealth Advisors
Alabama
$117K +$14.3K +507 +14%
OC
225
Oarsman Capital
Wisconsin
$113K