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Name Holding Trade Value Shares
Change
Change in
Stake
OL
426
Optas LLC
Texas
$985K -$20.3K -71 -2%
CWM
427
Cordatus Wealth Management
Pennsylvania
$982K -$22.9K -80 -2%
KP
428
Keel Point
Alabama
$959K +$146K +508 +19%
FA
429
FDx Advisors
Illinois
$954K -$23.8K -83 -3%
CIS
430
Custom Index Systems
New York
$943K +$107K +375 +14%
BJL
431
Brighton Jones LLC
Washington
$939K +$138K +482 +19%
HW
432
Hancock Whitney
Mississippi
$937K -$190K -662 -18%
JAG
433
Journey Advisory Group
Kentucky
$936K +$882K +3,079 New
SCP
434
Sivia Capital Partners
California
$928K +$19.8K +69 +2%
FWM
435
ForthRight Wealth Management
Georgia
$924K +$871K +3,039 New
CPBTD
436
Central Pacific Bank - Trust Division
Hawaii
$920K +$867K +3,024 New
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$919K +$31.8K +111 +4%
Bank of Nova Scotia
438
Bank of Nova Scotia
Ontario, Canada
$916K +$86K +300 +11%
MFIM
439
Mesirow Financial Investment Management
Illinois
$906K -$71.1K -248 -8%
AWAU
440
Alliance Wealth Advisors (Utah)
Utah
$904K -$27.8K -97 -3%
EWA
441
EP Wealth Advisors
California
$899K +$118K +411 +16%
DADC
442
D.A. Davidson & Co
Montana
$892K +$71.9K +251 +9%
CMI
443
Clare Market Investments
Texas
$876K +$252K +880 +44%
AA
444
ALPS Advisors
Colorado
$859K -$125K -436 -13%
SFFS
445
Stonehage Fleming Financial Services
Jersey
$842K
CB
446
Commerce Bank
Missouri
$834K +$573 +2 +0.1%
BFG
447
Birch Financial Group
New Hampshire
$833K -$111K -387 -12%
DI
448
Diligent Investors
California
$833K +$19.5K +68 +3%
MOS
449
MGO One Seven
Ohio
$832K -$99.4K -347 -11%
PFA
450
Pure Financial Advisors
California
$831K +$296K +1,033 +61%