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Name Holding Trade Value Shares
Change
Change in
Stake
IA
376
IFP Advisors
Florida
$346K -$2.33K -19 -0.8%
DB
377
Danske Bank
Denmark
$346K
IAS
378
Insigneo Advisory Services
Florida
$345K +$294K +2,396 New
KWM
379
Kingsview Wealth Management
Oregon
$334K +$7.35K +60 +3%
CL
380
Choreo LLC
Illinois
$334K +$7.96K +65 +3%
SFA
381
Sequoia Financial Advisors
Ohio
$332K +$283K +2,307 New
UCFA
382
United Capital Financial Advisors
Texas
$329K +$33.8K +276 +14%
CIA
383
Concurrent Investment Advisors
Florida
$326K +$277K +2,263 New
CFG
384
Cooper Financial Group
California
$324K +$276K +2,250 New
VCM
385
Vivaldi Capital Management
Illinois
$322K -$122K -995 -31%
CGH
386
Crossmark Global Holdings
Texas
$316K +$269K +2,193 New
YCM
387
Yousif Capital Management
Michigan
$315K +$22.9K +187 +9%
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$315K +$129K +1,049 +91%
RFC
389
Regions Financial Corp
Alabama
$311K -$97.5K -796 -27%
BAM
390
Blueshift Asset Management
New Jersey
$304K +$259K +2,111 New
JAM
391
JCIC Asset Management
Ontario, Canada
$300K +$255K +2,084 New
AWM
392
Apollon Wealth Management
South Carolina
$295K +$251K +2,050 New
CCA
393
Cravens & Co Advisors
Tennessee
$291K +$247K +2,020 New
CWM
394
Cornerstone Wealth Management
Missouri
$288K
GC
395
Grimes & Company
Massachusetts
$288K +$245K +2,000 New
JWM
396
Jupiter Wealth Management
Colorado
$288K +$245K +2,000 New
LWM
397
LongView Wealth Management
Georgia
$288K +$245K +2,000 New
AB
398
ANB Bank
Colorado
$286K -$8.09K -66 -3%
PA
399
Parallel Advisors
California
$285K +$2.08K +17 +0.9%
GRP
400
Global Retirement Partners
California
$266K +$127K +1,040 +129%