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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Dakota Wealth Management
Florida
$602K -$841K -8,990 -59%
RIA
552
Recurrent Investment Advisors
Texas
$597K -$412K -4,409 -41%
LIM
553
Leavell Investment Management
Alabama
$585K – – –
CA
554
Calton & Associates
Florida
$583K +$234K +2,504 +70%
FHC
555
First Heartland Consultants
Missouri
$583K +$569K +6,079 New
OWA
556
Outlook Wealth Advisors
Texas
$577K +$37K +396 +7%
SA
557
Strategic Advisors
New York
$575K – – –
ARC
558
Advisor Resource Council
Texas
$571K +$557K +5,951 New
HBT
559
Heartland Bank & Trust
Illinois
$569K +$555K +5,933 New
HAG
560
HighPoint Advisor Group
Illinois
$566K +$85.1K +910 +18%
BFG
561
Bouchey Financial Group
New York
$565K +$2.25K +24 +0.4%
Vanguard Personalized Indexing Management
562
Vanguard Personalized Indexing Management
California
$561K +$222K +2,378 +69%
AIA
563
Arrow Investment Advisors
Maryland
$561K +$547K +5,845 New
BSB
564
Bangor Savings Bank
Maine
$559K +$61K +652 +13%
SMH
565
Sanders Morris Harris
Texas
$555K – – –
SIP
566
Stoneridge Investment Partners
Pennsylvania
$551K -$580K -6,200 -52%
IA
567
IndexIQ Advisors
New York
$548K +$18.5K +198 +4%
CWM
568
Calamos Wealth Management
Illinois
$544K +$530K +5,669 New
CMO
569
Covenant Multifamily Offices
Texas
$538K +$525K +5,611 New
BEC
570
Blue Edge Capital
Virginia
$537K – – –
GBT
571
Grove Bank & Trust
Florida
$535K -$561 -6 -0.1%
B
572
Barings
North Carolina
$530K -$2.08M -22,216 -80%
FDCDDQ
573
Federation des caisses Desjardins du Quebec
Quebec, Canada
$530K +$264K +2,817 +104%
PG
574
Proffitt & Goodson
Tennessee
$529K -$190K -2,029 -27%
MPPW
575
Mitchell & Pahl Private Wealth
Oklahoma
$526K -$4.86K -52 -0.9%