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Name Holding Trade Value Shares
Change
Change in
Stake
IC
501
IEQ Capital
California
$409K +$367K +8,078 New
NRS
502
Neville Rodie & Shaw
New York
$405K
WIA
503
Westbourne Investment Advisors
Maryland
$405K
Fifth Third Bancorp
504
Fifth Third Bancorp
Ohio
$405K +$10.9K +239 +3%
NAM
505
NorthCoast Asset Management
Connecticut
$403K
AWA
506
Arkadios Wealth Advisors
Georgia
$403K +$361K +7,935 +24,797%
Brown Advisory
507
Brown Advisory
Maryland
$402K
BRWM
508
B. Riley Wealth Management
Tennessee
$402K +$88.6K +1,950 +33%
SMF
509
Sterling Manor Financial
New York
$400K -$148K -3,265 -29%
CPC
510
Congress Park Capital
New York
$400K
SAF
511
Smith Anglin Financial
Texas
$400K +$7.18K +158 +2%
NFG
512
Next Financial Group
Texas
$399K -$9.95K -219 -3%
VCM
513
Virtue Capital Management
Tennessee
$399K +$318 +7 +0.1%
CCP
514
Corient Capital Partners
California
$399K +$37.2K +819 +12%
IAN
515
Integrated Advisors Network
Texas
$396K +$356K +7,824 New
CAG
516
Csenge Advisory Group
Florida
$394K -$248K -5,453 -41%
WG
517
Welch Group
Alabama
$393K
MYAM
518
Meiji Yasuda Asset Management
Japan
$393K +$352K +7,755 New
APWM
519
Atlas Private Wealth Management
New York
$392K -$41.2K -906 -10%
IA
520
IndexIQ Advisors
New York
$391K -$15.2K -334 -4%
YIH
521
Y-Intercept (HK)
Hong Kong
$383K -$167K -3,685 -33%
MA
522
Mutual Advisors
Nebraska
$381K -$17.1K -376 -5%
WAAG
523
Wealth Alliance Advisory Group
Kansas
$380K -$13K -285 -4%
WANY
524
Wealthspire Advisors (New York)
New York
$374K +$8.5K +187 +3%
RIL
525
Rothschild Investment LLC
Illinois
$370K