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Name Holding Trade Value Shares
Change
Change in
Stake
BL
501
Balentine LLC
Georgia
$336K +$60.6K +973 +22%
FNT
502
First National Trust
Pennsylvania
$334K – – –
ANBT
503
American National Bank & Trust
Texas
$332K +$337K +5,415 New
PFS
504
Prospera Financial Services
Texas
$331K -$85.3K -1,369 -20%
DI
505
Diligent Investors
California
$331K – – –
TNB
506
Thomasville National Bank
Georgia
$331K -$9.34K -150 -3%
CCM
507
Coldstream Capital Management
Washington
$327K +$332K +5,324 New
HWM
508
HB Wealth Management
Georgia
$321K +$100K +1,608 +44%
HSA
509
HBK Sorce Advisory
Pennsylvania
$321K +$326K +5,226 New
VIA
510
Vident Investment Advisory
Georgia
$320K -$1.48M -23,710 -82%
RPCONE
511
Retirement Planning Company of New England
Rhode Island
$319K -$5.48K -88 -2%
PGFC
512
Peapack-Gladstone Financial Corp
New Jersey
$307K -$8.04K -129 -3%
QCG
513
Quadrant Capital Group
Ohio
$306K +$71.2K +1,143 +30%
WG
514
Welch Group
Alabama
$303K – – –
EFG
515
Everhart Financial Group
Ohio
$303K +$6.48K +104 +2%
WS
516
Wedbush Securities
California
$297K -$169K -2,720 -36%
CPW
517
Crestmont Private Wealth
Texas
$295K +$300K +4,809 New
SW
518
SVB Wealth
Massachusetts
$295K -$54.8K -880 -15%
DEA
519
DoubleLine ETF Adviser
Florida
$294K +$298K +4,786 New
FA
520
FDx Advisors
Illinois
$288K -$3.55K -57 -1%
I
521
InceptionR
California
$281K +$286K +4,586 New
PA
522
Parallel Advisors
California
$278K -$10K -161 -3%
CI Investments Inc
523
CI Investments Inc
Ontario, Canada
$278K +$254K +4,080 +899%
IAN
524
Integrated Advisors Network
Texas
$276K +$280K +4,494 New
AIP
525
Ameritas Investment Partners
Nebraska
$260K – – –