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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
501
Raymond James Trust
Florida
$539K +$552K +7,864 New
PP
502
Prudential plc
United Kingdom
$538K -$5.84M -83,264 -91%
DWT
503
Dorsey & Whitney Trust
South Dakota
$536K -$4.49K -64 -0.8%
BP
504
Ballentine Partners
Massachusetts
$534K +$4.63K +66 +0.9%
RFA
505
Register Financial Advisors
Georgia
$531K
VI
506
Vestcor Inc
New Brunswick, Canada
$526K -$1M -14,268 -65%
ACA
507
Atlas Capital Advisors
Wyoming
$519K -$95.6K -1,362 -15%
SFA
508
Sequoia Financial Advisors
Ohio
$514K +$24.4K +348 +5%
JAG
509
Journey Advisory Group
Kentucky
$504K
IWA
510
Icon Wealth Advisors
Texas
$499K +$79.3K +1,130 +22%
KPWS
511
Kestra Private Wealth Services
Texas
$499K -$569K -8,107 -53%
CIS
512
Custom Index Systems
New York
$494K +$253K +3,608 +100%
SXL
513
Summit X LLC
Missouri
$488K -$55.6K -793 -10%
SCM
514
Sandler Capital Management
New York
$484K
TNBTD
515
Trustmark National Bank Trust Department
Mississippi
$479K -$1.2M -17,048 -71%
FFM
516
Forum Financial Management
Illinois
$478K -$140 -2 -0%
SIM
517
Sentry Investment Management
Wisconsin
$478K -$100K -1,427 -17%
BTI
518
Blue Trust Inc
Georgia
$476K +$133K +1,889 +41%
NA
519
Navellier & Associates
Nevada
$472K -$12.6K -180 -3%
SM
520
STF Management
Texas
$466K -$27.4K -390 -5%
AC
521
Avestar Capital
New York
$462K +$30.4K +434 +7%
Lido Advisors
522
Lido Advisors
California
$461K +$40.5K +577 +9%
FH
523
FWG Holdings
Florida
$461K
PAG
524
Private Advisor Group
New Jersey
$459K +$63.7K +908 +16%
LAI
525
Legal Advantage Investments
California
$449K -$45.6K -650 -9%