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Name Holding Trade Value Shares
Change
Change in
Stake
IWC
251
Integrated Wealth Concepts
Massachusetts
$862K -$559 -11 -0.1%
IA
252
Inspire Advisors
Idaho
$860K +$505K +9,938 +147%
Geode Capital Management
253
Geode Capital Management
Massachusetts
$853K +$51.9K +1,021 +7%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$838K
MP
255
McDonald Partners
Ohio
$837K +$2.95K +58 +0.4%
Allspring Global Investments
256
Allspring Global Investments
North Carolina
$832K +$152K +2,998 +23%
LW
257
Linscomb Wealth
Texas
$821K
PCIA
258
Prime Capital Investment Advisors
Kansas
$808K -$40.7K -800 -5%
SWM
259
Segment Wealth Management
Texas
$796K
HR
260
Hardy Reed
Mississippi
$787K
RFC
261
Regions Financial Corp
Alabama
$786K +$318K +6,250 +69%
MOS
262
MGO One Seven
Ohio
$785K -$42.4K -834 -5%
CCIA
263
Cherry Creek Investment Advisors
Colorado
$773K +$13.7K +270 +2%
WSFS
264
Wilmington Savings Fund Society
Delaware
$756K
MIM
265
Morningstar Investment Management
Illinois
$753K
CSP
266
Cary Street Partners
Virginia
$752K
GP
267
Greenline Partners
New York
$748K +$224K +4,413 +44%
JWCA
268
J.W. Cole Advisors
Florida
$739K +$20.1K +396 +3%
HP
269
Highlander Partners
Texas
$736K
PMAM
270
Penn Mutual Asset Management
Pennsylvania
$720K
FAM
271
Fulcrum Asset Management
United Kingdom
$717K +$708K +13,928 New
CF
272
Centaurus Financial
California
$714K +$6.81K +134 +1%
CAG
273
Csenge Advisory Group
Florida
$708K +$407 +8 +0.1%
WA
274
Wealthstar Advisors
Texas
$702K +$31.5K +619 +5%
CIA
275
Concurrent Investment Advisors
Florida
$700K +$9.3K +183 +1%