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Name Holding Trade Value Shares
Change
Change in
Stake
AI
451
AdvisorShares Investments
Maryland
$842K +$231K +3,884 +31%
ASN
452
Advisory Services Network
Georgia
$840K -$105K -1,763 -10%
USAA
453
United Services Automobile Association
Texas
$838K
PL
454
Parkwood LLC
Ohio
$837K -$473K -7,946 -33%
OPS
455
Orion Portfolio Solutions
Nebraska
$836K +$416K +6,999 +75%
OPA
456
Old Port Advisors
Maine
$834K -$25K -420 -3%
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$834K -$23.6K -397 -2%
LFAS
458
Level Four Advisory Services
Texas
$831K +$7.73K +130 +0.8%
IAA
459
Independent Advisor Alliance
North Carolina
$828K -$53K -892 -5%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$821K +$44.9K +755 +5%
KWM
461
Kingsview Wealth Management
Oregon
$814K +$226K +3,806 +31%
SMC
462
Smith, Moore & Co
Missouri
$804K +$115K +1,926 +14%
MNBTD
463
Moody National Bank Trust Division
Texas
$790K +$11.5K +194 +1%
CSPIA
464
Cary Street Partners Investment Advisory
Virginia
$773K -$23.2K -390 -3%
PM
465
Penbrook Management
New York
$760K -$5.95K -100 -0.7%
SPC
466
Sigma Planning Corp
Michigan
$760K +$104K +1,749 +13%
CW
467
CreativeOne Wealth
Kansas
$755K -$46.1K -775 -5%
EWA
468
Exencial Wealth Advisors
Oklahoma
$751K +$654 +11 +0.1%
BCV
469
Banque Cantonale Vaudoise
Switzerland
$748K +$18.9K +317 +2%
SWM
470
Stockman Wealth Management
Montana
$743K
BWM
471
Buckley Wealth Management
Nevada
$739K +$4.16K +70 +0.5%
ONB
472
Old National Bancorp
Indiana
$733K -$37.8K -635 -4%
DF
473
Donoghue Forlines
Massachusetts
$732K -$573K -9,640 -40%
SMH
474
Sanders Morris Harris
Texas
$728K
HJGA
475
Hardman Johnston Global Advisors
Connecticut
$725K