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Name Holding Trade Value Shares
Change
Change in
Stake
CA
551
Calton & Associates
Florida
$583K +$234K +2,504 +70%
FHC
552
First Heartland Consultants
Missouri
$583K +$569K +6,079 New
OWA
553
Outlook Wealth Advisors
Texas
$577K +$37K +396 +7%
SA
554
Strategic Advisors
New York
$575K
ARC
555
Advisor Resource Council
Texas
$571K +$557K +5,951 New
HBT
556
Heartland Bank & Trust
Illinois
$569K +$555K +5,933 New
HAG
557
HighPoint Advisor Group
Illinois
$566K +$85.1K +910 +18%
BFG
558
Bouchey Financial Group
New York
$565K +$2.25K +24 +0.4%
Vanguard Personalized Indexing Management
559
Vanguard Personalized Indexing Management
California
$561K +$222K +2,378 +69%
AIA
560
Arrow Investment Advisors
Maryland
$561K +$547K +5,845 New
BSB
561
Bangor Savings Bank
Maine
$559K +$61K +652 +13%
SMH
562
Sanders Morris Harris
Texas
$555K
SIP
563
Stoneridge Investment Partners
Pennsylvania
$551K -$580K -6,200 -52%
IA
564
IndexIQ Advisors
New York
$548K +$18.5K +198 +4%
CWM
565
Calamos Wealth Management
Illinois
$544K +$530K +5,669 New
CMO
566
Covenant Multifamily Offices
Texas
$538K +$525K +5,611 New
BEC
567
Blue Edge Capital
Virginia
$537K
GBT
568
Grove Bank & Trust
Florida
$535K -$561 -6 -0.1%
B
569
Barings
North Carolina
$530K -$2.08M -22,216 -80%
FDCDDQ
570
Federation des caisses Desjardins du Quebec
Quebec, Canada
$530K +$264K +2,817 +104%
PG
571
Proffitt & Goodson
Tennessee
$529K -$190K -2,029 -27%
MPPW
572
Mitchell & Pahl Private Wealth
Oklahoma
$526K -$4.86K -52 -0.9%
WA1
573
Wimmer Associates 1
California
$523K +$199K +2,125 +64%
CWA
574
Clearview Wealth Advisors
Oregon
$517K -$10.2K -109 -2%
ZCM
575
Ziegler Capital Management
Illinois
$508K -$507K -5,420 -51%