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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
451
HighPoint Advisor Group
Illinois
$209K +$195K +3,384 New
FP
452
Financial Perspectives
Minnesota
$209K +$58 +1 +0%
WH
453
Willner & Heller
California
$207K +$7.56K +131 +4%
ONB
454
Old National Bancorp
Indiana
$206K +$186K +3,216 New
CIBC World Market
455
CIBC World Market
Ontario, Canada
$205K +$184K +3,194 New
KF
456
Krilogy Financial
Missouri
$204K +$184K +3,181 New
AFO
457
Allie Family Office
Florida
$203K +$194K +3,359 New
IIC
458
Integrated Investment Consultants
Michigan
$202K +$181K +3,140 New
CPA
459
Cardiff Park Advisors
California
$202K +$182K +3,147 New
CTC
460
Central Trust Company
Missouri
$201K -$569K -9,869 -76%
VCA
461
Verdence Capital Advisors
Maryland
$201K +$181K +3,136 New
BTI
462
Blue Trust Inc
Georgia
$188K +$187K +3,242 New
PHAM
463
Portland Hill Asset Management
United Kingdom
$177K
PFS
464
Prospera Financial Services
Texas
$176K -$134K -2,323 -46%
CAPTRUST Financial Advisors
465
CAPTRUST Financial Advisors
North Carolina
$167K -$4.67K -81 -3%
RE
466
RBC Europe
United Kingdom
$161K
HNWAG
467
High Net Worth Advisory Group
Florida
$148K
BDWM
468
Brewin Dolphin Wealth Management
Ireland
$139K
HIIFS
469
Harel Insurance Investments & Financial Services
Israel
$128K
FWM
470
Focused Wealth Management
New York
$121K +$60.6K +1,051 +127%
WWM
471
Wolff Wiese Magana
California
$115K -$462 -8 -0.4%
Carson Wealth (CWM LLC)
472
Carson Wealth (CWM LLC)
Nebraska
$109K -$1.96K -34 -2%
SPIA
473
Steward Partners Investment Advisory
New York
$109K -$808 -14 -0.8%
SC
474
Seldon Capital
California
$106K
PI
475
PineBridge Investments
New York
$104K +$76.4K +1,324 +441%