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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Stratos Wealth Partners
Ohio
$827K -$37.3K -130 -5%
SA
452
SRN Advisors
Pennsylvania
$826K -$222K -776 -22%
TAM
453
Tocqueville Asset Management
New York
$821K
DAS
454
Dynamic Advisor Solutions
Arizona
$809K +$118K +413 +18%
SFS
455
Sowell Financial Services
Arkansas
$803K -$30.9K -108 -4%
IAS
456
Insigneo Advisory Services
Florida
$803K +$63.6K +222 +9%
AUB
457
Atlantic Union Bankshares
Virginia
$794K +$748K +2,611 New
AAP
458
Arax Advisory Partners
Colorado
$784K +$171K +596 +37%
RCA
459
Resonant Capital Advisors
Wisconsin
$783K +$205K +715 +38%
GRP
460
Global Retirement Partners
California
$781K +$736K +2,568 New
AGC
461
Aspen Grove Capital
Colorado
$776K +$35.2K +123 +5%
GWMR
462
GC Wealth Management RIA
Massachusetts
$775K -$214K -747 -23%
YIA
463
YHB Investment Advisors
Connecticut
$764K -$51.3K -179 -7%
TPCW
464
TD Private Client Wealth
New York
$764K +$175K +611 +32%
ATC
465
Argent Trust Co
Tennessee
$763K +$190K +664 +36%
APWM
466
Argonautica Private Wealth Management
Massachusetts
$762K -$13.5K -47 -2%
SI
467
Seeds Investor
New York
$761K +$79.7K +278 +12%
CI
468
Corient IA
Florida
$760K
CTC
469
Cetera Trust Company
Minnesota
$759K -$14.3K -50 -2%
Vontobel Holding
470
Vontobel Holding
Switzerland
$758K +$40.4K +141 +6%
HSA
471
HBK Sorce Advisory
Pennsylvania
$757K +$2.01K +7 +0.3%
BAMF
472
BI Asset Management Fondsmaeglerselskab
Denmark
$754K +$26.4K +92 +4%
RCAG
473
Rehmann Capital Advisory Group
Michigan
$749K -$6.3K -22 -0.9%
FTA
474
Financial & Tax Architects
Missouri
$740K -$33.8K -118 -5%
BG
475
Bahl & Gaynor
Ohio
$739K +$23.2K +81 +3%