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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
376
Insigneo Advisory Services
Florida
$2.01M +$513K +7,237 +31%
State Street
377
State Street
Massachusetts
$2.01M -$29.9K -422 -1%
SWM
378
SeaCrest Wealth Management
New York
$1.99M -$152K -2,143 -7%
JSC
379
Jackson Square Capital
California
$1.99M -$2.95M -41,710 -58%
CG
380
Caprock Group
Idaho
$1.98M +$71.7K +1,012 +3%
BC
381
Burney Company
Virginia
$1.97M -$12.2K -172 -0.6%
CIA
382
Concurrent Investment Advisors
Florida
$1.96M +$248K +3,503 +13%
BMA
383
Brooks Moore & Associates
Tennessee
$1.93M +$7.15K +101 +0.3%
SWP
384
Stratos Wealth Partners
Ohio
$1.92M +$498K +7,025 +32%
CCM
385
CAAS Capital Management
New York
$1.91M +$142K +2,000 +7%
S
386
SimplyRich
California
$1.91M +$148K +2,093 +8%
GT
387
Greenleaf Trust
Michigan
$1.91M +$743K +10,484 +57%
RWA
388
Roberts Wealth Advisors
California
$1.9M +$24.2K +341 +1%
UCFA
389
United Capital Financial Advisors
Texas
$1.9M +$48.2K +680 +2%
MA
390
Montag & Associates
Georgia
$1.88M -$100K -1,413 -5%
KPWS
391
Kestra Private Wealth Services
Texas
$1.87M -$957K -13,510 -32%
FM
392
Foster & Motley
Ohio
$1.87M -$59.9K -846 -3%
SC
393
Stolper & Co
Oklahoma
$1.87M -$18.3K -258 -0.9%
PNC
394
Park National Corp
Ohio
$1.84M -$78.1K -1,103 -4%
RCG
395
Regatta Capital Group
California
$1.83M +$36.9K +521 +2%
PWG
396
Portside Wealth Group
Utah
$1.83M -$131K -1,847 -6%
PF
397
Phoenix Financial
Israel
$1.82M -$1.78M -25,174 -48%
ST
398
Sentinel Trust
Texas
$1.81M
AWE
399
Avidian Wealth Enterprises
Texas
$1.8M -$7.29K -103 -0.4%
WPC
400
Waters Parkerson & Co
Louisiana
$1.8M -$7.08K -100 -0.4%