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Name Holding Trade Value Shares
Change
Change in
Stake
ET
676
Equitable Trust
Tennessee
$698K +$38.9K +596 +5%
MWM
677
Mindset Wealth Management
Indiana
$697K +$83.8K +1,285 +11%
EDRH
678
Edmond de Rothschild Holding
Switzerland
$693K +$814K +12,475 New
KWM
679
Kingsview Wealth Management
Oregon
$690K -$121K -1,850 -13%
NFG
680
Nations Financial Group
Iowa
$689K +$43.8K +672 +6%
SJIM
681
St. Johns Investment Management
Florida
$689K -$16.2K -248 -2%
KFGK
682
Keystone Financial Group (Kentucky)
Kentucky
$688K +$103K +1,581 +15%
FTWA
683
Fifth Third Wealth Advisors
Ohio
$688K +$160K +2,456 +25%
CA
684
Clune & Associates
Illinois
$686K +$4.5K +69 +0.6%
TCBWMS
685
Texas Capital Bank Wealth Management Services
Texas
$686K -$24.6K -377 -3%
JIM
686
JCP Investment Management
Texas
$683K
CL
687
CVFG LLC
Indiana
$665K +$65 +1 +0%
EFG
688
Everhart Financial Group
Ohio
$661K -$111K -1,701 -12%
AC
689
Apella Capital
Connecticut
$661K +$6.46K +99 +0.9%
RFC
690
Regions Financial Corp
Alabama
$659K -$913 -14 -0.1%
PCG
691
Prosperity Consulting Group
Maryland
$654K -$44.2K -677 -5%
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$649K -$70.3K -1,077 -8%
DMBA
693
Deseret Mutual Benefit Administrators
Utah
$649K +$243K +3,722 +47%
BOTPPF
694
Board of the Pension Protection Fund
United Kingdom
$644K +$757K +11,600 New
GIA
695
Gladstone Institutional Advisory
Florida
$644K +$48K +736 +7%
CTC
696
Central Trust Company
Missouri
$643K +$49.1K +752 +7%
OIA
697
OneDigital Investment Advisors
Kansas
$641K -$34K -521 -4%
EWM
698
EPG Wealth Management
Georgia
$639K +$24.9K +381 +3%
AWM
699
Apollon Wealth Management
South Carolina
$639K -$43.6K -668 -5%
GWA
700
Gratus Wealth Advisors
Virginia
$632K +$8.29K +127 +1%