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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
476
Meeder Advisory Services
Ohio
$677K +$1.31K +45 +0.2%
CB
477
Commerce Bank
Missouri
$672K -$24.6K -845 -4%
PWA
478
Pitcairn Wealth Advisors
Pennsylvania
$668K -$24.5K -842 -4%
MCC
479
Money Concepts Capital
Florida
$659K -$18.7K -641 -3%
JFG
480
Jefferies Financial Group
New York
$655K -$15.3M -526,810 -96%
UCFA
481
United Capital Financial Advisors
Texas
$653K +$50.7K +1,739 +10%
HI
482
Harbour Investments
Wisconsin
$641K -$33.3K -1,144 -6%
CFA
483
Collaborative Fund Advisors
Nevada
$633K -$1.54M -52,792 -73%
IWM
484
IHT Wealth Management
Illinois
$621K -$81.2K -2,786 -13%
FTWA
485
Fifth Third Wealth Advisors
Ohio
$618K +$72.7K +2,497 +15%
QCG
486
Quadrant Capital Group
Ohio
$605K +$170K +5,829 +46%
Bessemer Group
487
Bessemer Group
New Jersey
$604K +$169K +5,806 +46%
KeyBank National Association
488
KeyBank National Association
Ohio
$600K +$85.1K +2,923 +19%
SA
489
Sovran Advisors
California
$599K +$562K +19,287 New
IPW
490
Impact Partnership Wealth
Georgia
$588K +$523K +17,952 New
CPIG
491
Chicago Partners Investment Group
Illinois
$583K +$10.3K +352 +2%
OIA
492
OneDigital Investment Advisors
Kansas
$567K -$127K -4,361 -20%
Federated Hermes
493
Federated Hermes
Pennsylvania
$565K +$163K +5,601 +48%
AM
494
AGF Management
Ontario, Canada
$560K – – –
CG
495
Caprock Group
Idaho
$555K +$129K +4,438 +36%
VF
496
Virtu Financial
New York
$554K +$493K +16,925 New
FRA
497
Frank Rimerman Advisors
California
$544K -$46.4K -1,593 -9%
CI
498
CX Institutional
Indiana
$542K +$80.2K +2,753 +20%
PAG
499
Private Advisor Group
New Jersey
$541K +$76.2K +2,615 +19%
GI
500
GAMMA Investing
California
$526K +$198K +6,782 +73%