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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
501
Ifrah Financial Services
Arkansas
$643K -$13.8K -482 -2%
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$633K +$21.6K +751 +4%
LWM
503
Lyell Wealth Management
California
$633K -$1.44K -50 -0.2%
FNBTCON
504
First National Bank & Trust Co of Newtown
Pennsylvania
$629K -$10.9K -380 -2%
SWIG
505
Strategic Wealth Investment Group
Kentucky
$626K -$4.54K -158 -0.7%
OWA
506
One Wealth Advisors
California
$624K -$6K -209 -1%
ST
507
Smithfield Trust
Pennsylvania
$623K
RJT
508
Raymond James Trust
Florida
$619K +$376K +13,114 +165%
WI
509
Wintrust Investments
Illinois
$617K -$4.74K -165 -0.8%
MBT
510
Montecito Bank & Trust
California
$610K -$50.4K -1,756 -8%
NA
511
NewEdge Advisors
Louisiana
$602K +$142K +4,950 +32%
AAS
512
Avantax Advisory Services
Texas
$602K -$11.3K -393 -2%
SAM
513
Silvercrest Asset Management
New York
$596K -$17.2K -600 -3%
PCS
514
Personal CFO Solutions
New Jersey
$591K -$13.8K -481 -2%
TF
515
TIAA FSB
Florida
$588K -$103K -3,593 -15%
IAIM
516
Industrial Alliance Investment Management
Quebec, Canada
$585K +$333K +11,584 +139%
CPC
517
Cookson Peirce & Co
Pennsylvania
$584K +$164K +5,700 +40%
TW
518
Transform Wealth
Colorado
$584K -$1.46M -50,722 -72%
GAG
519
GM Advisory Group
New York
$584K +$18.8K +655 +3%
PCMM
520
Piedmont Capital Management (Montana)
Montana
$583K
CFB
521
Cullen/Frost Bankers
Texas
$580K -$16.4K -572 -3%
BRWA
522
B. Riley Wealth Advisors
Florida
$579K -$18.6K -647 -3%
Carson Wealth (CWM LLC)
523
Carson Wealth (CWM LLC)
Nebraska
$576K +$39K +1,360 +7%
WANY
524
Wealthspire Advisors (New York)
New York
$575K -$93K -3,240 -14%
AM
525
AGF Management
Ontario, Canada
$568K +$4.59K +160 +0.8%