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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
726
Venture Visionary Partners
Ohio
$475K -$36.2K -577 -7%
GWM
727
GDS Wealth Management
Texas
$472K +$474K +7,551 New
BB
728
Busey Bank
Illinois
$463K +$146K +2,322 +46%
TAM
729
Trust Asset Management
Texas
$459K – – –
SVWAG
730
Sound View Wealth Advisors Group
Georgia
$457K +$2.7K +43 +0.6%
BPA
731
Beacon Pointe Advisors
California
$457K +$101K +1,615 +28%
SW
732
SVB Wealth
Massachusetts
$453K -$512K -8,150 -53%
DMBA
733
Deseret Mutual Benefit Administrators
Utah
$453K – – –
LFAS
734
Level Four Advisory Services
Texas
$452K +$68.1K +1,085 +18%
FSG
735
Financial Strategies Group
Michigan
$452K +$88.4K +1,409 +24%
AC
736
Avestar Capital
New York
$450K +$9.23K +147 +2%
BIA
737
Benchmark Investment Advisors
Illinois
$443K +$445K +7,084 New
SAM
738
Seelaus Asset Management
New Jersey
$442K -$382K -6,090 -46%
SXL
739
Summit X LLC
Missouri
$440K – – –
ESB
740
Essex Savings Bank
Connecticut
$438K -$3.2K -51 -0.7%
PGIM
741
Pacific Global Investment Management
California
$432K +$377 +6 +0.1%
BS
742
Banco Santander
Spain
$431K +$433K +6,896 New
WI
743
Wedgewood Investors
Pennsylvania
$428K – – –
BSW
744
Buckingham Strategic Wealth
Missouri
$427K -$1.76K -28 -0.4%
DBT
745
Dubuque Bank & Trust
Iowa
$427K – – –
PWPS
746
Pinnacle Wealth Planning Services
Ohio
$427K +$18.5K +294 +4%
PA
747
Parallel Advisors
California
$425K -$11.4K -181 -3%
SAS
748
Stelac Advisory Services
New York
$421K +$26.2K +417 +7%
FCH
749
Freestone Capital Holdings
Washington
$421K +$422K +6,730 New
SIM
750
Sentry Investment Management
Wisconsin
$418K – – –