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Name Holding Trade Value Shares
Change
Change in
Stake
ACI
901
Alpha Cubed Investments
California
$428K +$47.3K +592 +13%
Envestnet Portfolio Solutions
902
Envestnet Portfolio Solutions
Illinois
$427K +$39K +488 +10%
TWP
903
Tower Wealth Partners
Pennsylvania
$422K +$3.52K +44 +0.9%
SAM
904
Smartleaf Asset Management
Massachusetts
$420K +$129K +1,620 +45%
CWA
905
Centennial Wealth Advisory
Michigan
$419K -$34.3K -429 -8%
HGERS
906
Householder Group Estate & Retirement Specialist
Arizona
$419K +$43.6K +546 +12%
TH
907
TCTC Holdings
Texas
$411K -$9.59K -120 -2%
GS
908
GTS Securities
Florida
$410K +$102K +1,272 +34%
FTWA
909
Fifth Third Wealth Advisors
Ohio
$409K +$401K +5,021 New
CAM
910
Concorde Asset Management
Michigan
$409K +$401K +5,020 New
BFM
911
Boston Financial Management
Massachusetts
$408K +$559 +7 +0.1%
PL
912
Perpetual Ltd
Australia
$408K
GA
913
Geller Advisors
New York
$405K +$1.2K +15 +0.3%
WMA
914
Wealth Management Associates
New Jersey
$402K
PA
915
PSI Advisors
Florida
$402K -$3.27K -41 -0.8%
KP
916
Keel Point
Alabama
$401K +$374K +4,678 New
AT
917
Arvest Trust
Oklahoma
$401K -$137K -1,719 -26%
FWM
918
Fairhaven Wealth Management
Illinois
$399K
JF
919
Jump Financial
Illinois
$398K -$334K -4,182 -46%
RIM
920
RW Investment Management
Idaho
$396K
QWP
921
Quotient Wealth Partners
Texas
$394K -$299K -3,749 -44%
HW
922
Hancock Whitney
Mississippi
$393K -$80 -1 -0%
Lazard Asset Management
923
Lazard Asset Management
New York
$392K
SRC
924
Stone Run Capital
New York
$388K
LSIA
925
LaSalle St. Investment Advisors
Illinois
$387K