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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
501
Independent Advisor Alliance
North Carolina
$505K -$125K -2,055 -25%
Carson Wealth (CWM LLC)
502
Carson Wealth (CWM LLC)
Nebraska
$503K – – –
HSA
503
HBK Sorce Advisory
Pennsylvania
$491K -$135K -2,222 -27%
CCP
504
Corient Capital Partners
California
$491K +$19.9K +329 +6%
BRWA
505
B. Riley Wealth Advisors
Florida
$485K +$13.6K +225 +4%
SA
506
Strategic Advisors
New York
$481K +$364K +6,000 New
PT
507
Plimoth Trust
Massachusetts
$480K -$33.6K -554 -8%
SMH
508
Sanders Morris Harris
Texas
$479K – – –
GCA
509
Greenwood Capital Associates
South Carolina
$478K +$106K +1,749 +42%
BFG
510
Bouchey Financial Group
New York
$471K +$355K +5,863 New
DT
511
Diversified Trust
Tennessee
$466K +$71.9K +1,187 +26%
V
512
Veritable
Delaware
$464K +$50.9K +840 +17%
NA
513
NewEdge Advisors
Louisiana
$463K +$59K +974 +20%
CG
514
Cutler Group
California
$462K -$59.2K -977 -14%
MCC
515
Money Concepts Capital
Florida
$457K -$123K -2,021 -26%
CA
516
Cetera Advisors
Colorado
$457K -$3.03K -50 -0.9%
OWA
517
Outlook Wealth Advisors
Texas
$451K +$341K +5,619 New
BEC
518
Blue Edge Capital
Virginia
$450K – – –
GBT
519
Grove Bank & Trust
Florida
$448K +$45.5K +750 +16%
VI
520
Vestcor Inc
New Brunswick, Canada
$446K -$12.2K -201 -3%
MPPW
521
Mitchell & Pahl Private Wealth
Oklahoma
$444K – – –
IA
522
IndexIQ Advisors
New York
$443K +$27.5K +454 +9%
BIM
523
Baldwin Investment Management
Pennsylvania
$441K -$6.06K -100 -2%
CWA
524
Clearview Wealth Advisors
Oregon
$441K +$3.39K +56 +1%
S
525
Seeyond
France
$436K -$278K -4,581 -46%