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Name Holding Trade Value Shares
Change
Change in
Stake
WP
576
WealthSource Partners
California
$207K +$190K +892 New
IAA
577
Independent Advisor Alliance
North Carolina
$201K +$185K +869 New
AWA
578
Arkadios Wealth Advisors
Georgia
$190K +$159K +748 New
CB
579
CNB Bank
Pennsylvania
$186K +$20.7K +97 +14%
CTC
580
Central Trust Company
Missouri
$176K -$11.7K -55 -7%
KPW
581
Kore Private Wealth
New York
$170K +$156K +734 New
SIAS
582
Shine Investment Advisory Services
Colorado
$168K +$120K +564 +348%
LS
583
Livforsakringsbolaget Skandia
Sweden
$167K -$128K -600 -45%
HIIFS
584
Harel Insurance Investments & Financial Services
Israel
$166K +$152K +715 New
TFS
585
TrustCore Financial Services
Tennessee
$164K -$106K -495 -41%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$163K +$2.13K +10 +1%
BDS
587
Banco de Sabadell
Florida
$162K – – –
GDP
588
Great Diamond Partners
Maine
$161K +$149K +698 New
RIA
589
Realta Investment Advisors
Delaware
$156K +$57.1K +268 +64%
GWM
590
Geneos Wealth Management
Colorado
$154K +$48.4K +227 +51%
LIA
591
LS Investment Advisors
Michigan
$150K -$4.9K -23 -3%
Acadian Asset Management
592
Acadian Asset Management
Massachusetts
$140K +$129K +603 New
IA
593
IFP Advisors
Florida
$139K +$40.9K +192 +46%
JFA
594
Johanson Financial Advisors
California
$139K +$127K +598 New
PCIA
595
Prime Capital Investment Advisors
Kansas
$137K -$2.14M -10,050 -94%
ACM
596
Anfield Capital Management
California
$130K +$114K +533 New
PHK
597
Point72 Hong Kong
Hong Kong
$125K -$305K -1,431 -73%
MS
598
Mizuho Securities
Japan
$125K +$78.9K +370 +218%
LF
599
Lee Financial
Texas
$122K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
600
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$121K +$112K +524 New