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Name Holding Trade Value Shares
Change
Change in
Stake
BA
676
Bristlecone Advisors
Washington
$775K
TA
677
TrueWealth Advisors
Alabama
$773K +$798K +11,468 New
HAG
678
HighPoint Advisor Group
Illinois
$773K -$418 -6 -0.1%
NCM
679
Narwhal Capital Management
Georgia
$771K +$64.7K +929 +9%
KFGK
680
Keystone Financial Group (Kentucky)
Kentucky
$765K +$57.5K +826 +8%
SOS
681
Silver Oak Securities
Tennessee
$763K +$43.1K +619 +6%
IWC
682
Integrated Wealth Concepts
Massachusetts
$758K -$44.5K -639 -5%
IA
683
IFP Advisors
Florida
$758K +$157K +2,250 +25%
PNC
684
Park National Corp
Ohio
$756K
GWA
685
Gratus Wealth Advisors
Virginia
$753K -$766 -11 -0.1%
BPA
686
Beacon Pointe Advisors
California
$745K -$187K -2,680 -20%
FCH
687
Freestone Capital Holdings
Washington
$745K +$151K +2,172 +24%
ET
688
Equitable Trust
Tennessee
$745K +$49.6K +713 +7%
PP
689
Prudential plc
United Kingdom
$744K
ICM
690
Islay Capital Management
Texas
$736K -$300K -4,315 -28%
GCM
691
Gallacher Capital Management
Colorado
$736K +$760K +10,914 New
SPA
692
Sherbrooke Park Advisers
New York
$735K -$468K -6,715 -38%
FMI
693
F/M Investments
District of Columbia
$728K -$55.7K -800 -7%
SDAM
694
Shulman DeMeo Asset Management
New York
$724K -$3.2K -46 -0.4%
GLA
695
Great Lakes Advisors
Illinois
$723K +$28.5K +409 +4%
RBFC
696
Roman Butler Fullerton & Co
Missouri
$719K -$257K -3,692 -25%
BG
697
Bollard Group
Massachusetts
$718K +$3.83K +55 +0.5%
VFA
698
Valeo Financial Advisors
Indiana
$714K +$89.3K +1,283 +14%
SB
699
Sunflower Bank
Texas
$711K
SAM
700
Smartleaf Asset Management
Massachusetts
$703K +$262K +3,770 +55%