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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
426
HighPoint Advisor Group
Illinois
$233K +$182K +2,820 New
BSW
427
Buckingham Strategic Wealth
Missouri
$231K +$2.58K +40 +1%
SCM
428
Stevens Capital Management
Pennsylvania
$229K -$9.68K -150 -5%
WPC
429
Wedmont Private Capital
Pennsylvania
$227K +$3.42K +53 +2%
FI
430
FJ Investments
Utah
$226K +$200K +3,106 New
Fifth Third Bancorp
431
Fifth Third Bancorp
Ohio
$224K -$13.4K -208 -6%
GRP
432
Global Retirement Partners
California
$224K -$29.8K -462 -13%
CGL
433
Clarius Group LLC
Washington
$223K -$17.4K -270 -8%
EWA
434
ERTS Wealth Advisors
Michigan
$222K +$197K +3,052 New
MFG
435
Merit Financial Group
Georgia
$221K +$197K +3,046 New
FCH
436
Freestone Capital Holdings
Washington
$219K -$16.8K -260 -8%
EH
437
Equitable Holdings
New York
$219K +$194K +3,008 New
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$216K +$40K +620 +26%
GT
439
Glenmede Trust
Pennsylvania
$216K +$191K +2,966 New
CCM
440
Coldstream Capital Management
Washington
$215K +$191K +2,958 New
LA
441
LVW Advisors
New York
$213K +$189K +2,925 New
SPC
442
Sigma Planning Corp
Michigan
$210K -$357K -5,539 -66%
SWM
443
Seed Wealth Management
Illinois
$208K +$189K +2,929 New
FFM
444
Forum Financial Management
Illinois
$204K +$181K +2,805 New
CSPIA
445
Cary Street Partners Investment Advisory
Virginia
$202K -$903 -14 -0.5%
SIA
446
Sit Investment Associates
Minnesota
$202K
VanEck Associates
447
VanEck Associates
New York
$192K -$282K -4,375 -62%
HI
448
Horizon Investments
North Carolina
$188K -$20.6K -320 -11%
BONH
449
Bank of New Hampshire
New Hampshire
$185K
LFG
450
Larson Financial Group
Missouri
$179K -$7.55K -117 -5%