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Name Holding Trade Value Shares
Change
Change in
Stake
SLA
501
Silver Lake Advisory
Utah
$607K +$7.2K +134 +1%
ABTD
502
Arvest Bank Trust Division
Oklahoma
$603K -$302K -5,618 -35%
BEI
503
Benjamin Edwards Inc
Missouri
$595K +$1.18K +22 +0.2%
JIC
504
Johnson Investment Counsel
Ohio
$589K +$537 +10 +0.1%
PFS
505
Prospera Financial Services
Texas
$586K -$639K -11,897 -54%
SFS
506
Sowell Financial Services
Arkansas
$585K +$542K +10,093 New
AIA
507
Arbor Investment Advisors
North Carolina
$580K
DWA
508
Douglass Winthrop Advisors
New York
$580K
KM
509
Kalos Management
Georgia
$576K +$491K +9,135 New
FTDI
510
First Trust Direct Indexing
Massachusetts
$571K +$131K +2,430 +33%
TC
511
Truvestments Capital
Florida
$566K -$48.7K -907 -8%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$561K
WMA
513
Wealth Management Associates
New Jersey
$552K -$43K -800 -8%
CBT
514
CoreFirst Bank & Trust
Kansas
$551K -$54.4K -1,012 -10%
EIA
515
Edgemoor Investment Advisors
Maryland
$550K -$152K -2,831 -23%
CAM
516
CenterStar Asset Management
Illinois
$550K
Fifth Third Bancorp
517
Fifth Third Bancorp
Ohio
$536K +$59.7K +1,111 +14%
IA
518
IndexIQ Advisors
New York
$529K +$78.6K +1,462 +19%
GAM
519
Gould Asset Management
California
$527K
CCP
520
Corient Capital Partners
California
$515K +$31.8K +591 +7%
APA
521
American Portfolios Advisors
New York
$514K -$102K -1,890 -18%
CNC
522
Canandaigua National Corp
New York
$507K +$470K +8,748 New
Squarepoint
523
Squarepoint
New York
$504K -$3.84M -71,384 -89%
DAS
524
Dynamic Advisor Solutions
Arizona
$503K -$81.5K -1,516 -15%
TU
525
TDAM USA
Ontario, Canada
$502K