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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
626
Wealth Dimensions Group
Ohio
$688K -$109K -2,034 -14%
CT
627
Caldwell Trust
Florida
$684K +$526K +9,805 +461%
HNB
628
Hilltop National Bank
Wyoming
$682K +$45.3K +845 +8%
AIM
629
Aigen Investment Management
New York
$680K +$636K +11,860 New
BRWA
630
B. Riley Wealth Advisors
Florida
$673K -$15.3K -286 -2%
BFG
631
Bleakley Financial Group
New Jersey
$672K +$11.5K +215 +2%
FMI
632
F/M Investments
District of Columbia
$660K +$644K +12,000 New
BA
633
Bristlecone Advisors
Washington
$659K
SAM
634
Smithbridge Asset Management
Pennsylvania
$657K +$289K +5,395 +89%
AA
635
ALPS Advisors
Colorado
$657K +$615K +11,462 New
NSIM
636
North Star Investment Management
Illinois
$655K +$1.93K +36 +0.3%
SIA
637
Strategic Investment Advisors
Michigan
$645K -$21.4K -399 -3%
CFG
638
Citizens Financial Group
Rhode Island
$645K -$69.2K -1,290 -10%
DI
639
Diligent Investors
California
$637K
SCA
640
Snowden Capital Advisors
New York
$635K +$8.15K +152 +1%
PCIA
641
Prime Capital Investment Advisors
Kansas
$633K +$208K +3,869 +54%
RFC
642
Regions Financial Corp
Alabama
$630K +$1.4K +26 +0.2%
MS
643
Maven Securities
Jersey
$623K +$38.7K +722 +7%
HWM
644
HB Wealth Management
Georgia
$620K +$56.4K +1,052 +11%
SF
645
Synovus Financial
Georgia
$619K +$20.9K +390 +4%
GHA
646
GW Henssler & Associates
Georgia
$618K -$27.1M -505,884 -98%
GWA
647
Gratus Wealth Advisors
Virginia
$616K +$591K +11,008 New
AAM
648
Advisors Asset Management
Colorado
$609K -$141K -2,632 -20%
SFA
649
Souders Financial Advisors
Ohio
$608K +$103K +1,921 +22%
LCM
650
Landscape Capital Management
New Jersey
$608K -$1.2M -22,447 -68%