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Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
Fiduciary Alliance
South Carolina
$57.9K +$57.5K +12,475 New
KA
302
KLCM Advisors
Wisconsin
$57.5K -$632 -137 -1%
CG
303
Caprock Group
Idaho
$57.4K +$789 +171 +1%
SCA
304
Snowden Capital Advisors
New York
$56.4K -$3.73K -809 -6%
CM
305
Caption Management
Oklahoma
$56.1K -$58.6K -12,700 -51%
NCM
306
Northside Capital Management
Oregon
$55.7K
KeyBank National Association
307
KeyBank National Association
Ohio
$55.5K -$10.6K -2,293 -16%
SI
308
Stephens Inc
Arkansas
$55K -$351 -76 -0.6%
LNC
309
Lincoln National Corp
Pennsylvania
$54.3K -$11.1K -2,397 -17%
KIG
310
Kennedy Investment Group
New Jersey
$52.6K +$52.2K +11,326 New
SRC
311
Sage Rhino Capital
California
$52.3K -$6.65K -1,442 -11%
CGL
312
Clarius Group LLC
Washington
$52K +$1.95K +422 +4%
EVM
313
Evelyn V. Moreno
$51.7K
AGP
314
Autumn Glory Partners
Texas
$51K
KWM
315
Kingsview Wealth Management
Oregon
$50.9K -$4.89K -1,061 -9%
OL
316
Optas LLC
Texas
$50.7K +$1.47K +319 +3%
HSBC Holdings
317
HSBC Holdings
United Kingdom
$50.1K +$49.8K +10,805 New
TI
318
Tidal Investments
Wisconsin
$50K -$6.98K -1,514 -12%
SWM
319
Silverlake Wealth Management
Vermont
$49.3K
WAP
320
Wealthcare Advisory Partners
Pennsylvania
$49.2K -$61.4K -13,304 -56%
PAM
321
Peak Asset Management
Colorado
$48.7K
SW
322
SVB Wealth
Massachusetts
$48K -$27.3K -5,926 -36%
RFA
323
Resurgent Financial Advisors
Georgia
$47.8K -$98.2K -21,285 -67%
IP
324
Ignite Planners
California
$47.3K +$46.1K +10,000 New
GT
325
Greenleaf Trust
Michigan
$47K -$23.8K -5,158 -34%