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Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Procyon Advisors
Connecticut
$637K -$2.76M -10,150 -81%
PI
452
PFG Investments
New York
$633K -$10.9K -40 -2%
BG
453
Bahl & Gaynor
Ohio
$631K – – –
Vontobel Holding
454
Vontobel Holding
Switzerland
$631K -$885K -3,250 -58%
RBFC
455
Roman Butler Fullerton & Co
Missouri
$630K +$16.3K +60 +3%
LC
456
Lindbrook Capital
California
$617K +$31.1K +114 +5%
WIA
457
World Investment Advisors
California
$617K +$146K +537 +30%
PHIC
458
Pine Haven Investment Counsel
Massachusetts
$613K – – –
SW
459
Simplicity Wealth
New Jersey
$612K -$143K -524 -19%
SAM
460
S.A. Mason
Michigan
$610K – – –
WWM
461
Wolff Wiese Magana
California
$605K +$614K +2,254 New
DAS
462
Dynamic Advisor Solutions
Arizona
$603K +$612K +2,246 New
SI
463
Seeds Investor
New York
$597K -$28.9K -106 -5%
Jones Financial Companies
464
Jones Financial Companies
Missouri
$592K +$175K +641 +41%
SMA
465
Seven Mile Advisory
New Jersey
$592K +$14.7K +54 +3%
AC
466
Avestar Capital
New York
$592K +$9.81K +36 +2%
EWA
467
EverSource Wealth Advisors
Alabama
$590K -$127K -465 -17%
S
468
Sunpointe
Missouri
$588K -$52.8K -194 -8%
PA
469
Prossimo Advisors
California
$586K – – –
BAM
470
Blueshift Asset Management
New Jersey
$583K +$592K +2,173 New
MHC
471
May Hill Capital
Massachusetts
$580K +$172K +632 +41%
RYIA
472
Roehl & Yi Investment Advisors
Oregon
$578K -$23.2K -85 -4%
DWM
473
Drive Wealth Management
Utah
$569K -$13.3K -49 -2%
BBVA
474
Banco Bilbao Vizcaya Argentaria
Spain
$565K +$574K +2,108 New
WWM
475
Western Wealth Management
Colorado
$557K -$35.7K -131 -6%