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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
426
Alera Investment Advisors
Illinois
$589K +$14.4K +247 +2%
CCM
427
Covington Capital Management
California
$585K – – –
MNBTD
428
Moody National Bank Trust Division
Texas
$585K +$217K +3,735 +55%
DWM
429
Dakota Wealth Management
Florida
$577K +$601K +10,332 New
FDCDDQ
430
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K +$61.2K +1,052 +11%
RWB
431
RMR Wealth Builders
New Jersey
$570K +$407 +7 +0.1%
CIBC Private Wealth Group
432
CIBC Private Wealth Group
Georgia
$557K +$10.8K +186 +2%
SWM
433
Spire Wealth Management
Virginia
$556K -$523 -9 -0.1%
NAG
434
Northstar Advisory Group
New Jersey
$555K +$578K +9,942 New
JWCA
435
J.W. Cole Advisors
Florida
$549K -$17.3K -298 -3%
IP
436
Intellectus Partners
California
$549K +$7.5K +129 +1%
SP
437
Symmetry Partners
Connecticut
$546K +$76.8K +1,321 +16%
SFM
438
Signet Financial Management
New Jersey
$532K -$5.87K -101 -1%
SEC
439
Seven Eight Capital
New York
$531K -$29.1K -500 -5%
HL
440
HeadInvest LLC
Maine
$525K -$87.2K -1,500 -14%
ACS
441
Archford Capital Strategies
Illinois
$521K +$89.6K +1,542 +20%
FANJ
442
Financial Architects (New Jersey)
New Jersey
$521K +$543K +9,344 New
IA
443
IFP Advisors
Florida
$518K +$966K +16,613 +1,896%
Man Group
444
Man Group
United Kingdom
$517K +$539K +9,269 New
KAS
445
Kestra Advisory Services
Texas
$506K +$91.4K +1,572 +21%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$502K – – –
CA
447
Cetera Advisors
Colorado
$502K +$23.9K +411 +5%
TFA
448
Teamwork Financial Advisors
Texas
$500K -$44.3K -762 -8%
BOPW
449
Brandywine Oak Private Wealth
Pennsylvania
$498K -$25.3K -435 -5%
SB
450
Strategic Blueprint
Georgia
$497K +$2.04K +35 +0.4%