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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
726
GDS Wealth Management
Texas
$472K +$474K +7,551 New
BB
727
Busey Bank
Illinois
$463K +$146K +2,322 +46%
TAM
728
Trust Asset Management
Texas
$459K
SVWAG
729
Sound View Wealth Advisors Group
Georgia
$457K +$2.7K +43 +0.6%
BPA
730
Beacon Pointe Advisors
California
$457K +$101K +1,615 +28%
SW
731
SVB Wealth
Massachusetts
$453K -$512K -8,150 -53%
DMBA
732
Deseret Mutual Benefit Administrators
Utah
$453K
LFAS
733
Level Four Advisory Services
Texas
$452K +$68.1K +1,085 +18%
FSG
734
Financial Strategies Group
Michigan
$452K +$88.4K +1,409 +24%
AC
735
Avestar Capital
New York
$450K +$9.23K +147 +2%
BIA
736
Benchmark Investment Advisors
Illinois
$443K +$445K +7,084 New
SAM
737
Seelaus Asset Management
New Jersey
$442K -$382K -6,090 -46%
SXL
738
Summit X LLC
Missouri
$440K
ESB
739
Essex Savings Bank
Connecticut
$438K -$3.2K -51 -0.7%
PGIM
740
Pacific Global Investment Management
California
$432K +$377 +6 +0.1%
BS
741
Banco Santander
Spain
$431K +$433K +6,896 New
WI
742
Wedgewood Investors
Pennsylvania
$428K
BSW
743
Buckingham Strategic Wealth
Missouri
$427K -$1.76K -28 -0.4%
DBT
744
Dubuque Bank & Trust
Iowa
$427K
PWPS
745
Pinnacle Wealth Planning Services
Ohio
$427K +$18.5K +294 +4%
PA
746
Parallel Advisors
California
$425K -$11.4K -181 -3%
SAS
747
Stelac Advisory Services
New York
$421K +$26.2K +417 +7%
FCH
748
Freestone Capital Holdings
Washington
$421K +$422K +6,730 New
SIM
749
Sentry Investment Management
Wisconsin
$418K
CFAM
750
Center For Asset Management
Florida
$415K +$126K +2,009 +43%