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Name Holding Trade Value Shares
Change
Change in
Stake
FA
426
FDx Advisors
Illinois
$780K -$241K -5,641 -18%
GIA
427
Gateway Investment Advisers
Ohio
$769K -$791K -18,529 -43%
IAA
428
Independent Advisor Alliance
North Carolina
$767K -$404K -9,454 -28%
LAI
429
Legal Advantage Investments
California
$763K +$240K +5,630 +30%
MYIA
430
Mount Yale Investment Advisors
Colorado
$754K -$387K -9,063 -27%
CI
431
Cavalier Investments
Georgia
$753K +$598K +14,011 +139%
HAG
432
HighPoint Advisor Group
Illinois
$745K +$966K +22,628 New
NFSG
433
Newbridge Financial Services Group
Florida
$729K +$245K +5,740 +33%
Fifth Third Bancorp
434
Fifth Third Bancorp
Ohio
$728K -$164K -3,830 -14%
LNC
435
Lincoln National Corp
Pennsylvania
$703K -$187K -4,382 -16%
BPA
436
Beacon Pointe Advisors
California
$702K -$67.3K -1,576 -7%
GWMIA
437
Global Wealth Management Investment Advisory
Florida
$694K +$949K +22,216 New
OC
438
Oppenheimer & Co
New York
$688K -$202K -4,720 -18%
WHG
439
Westwood Holdings Group
Texas
$684K +$201K +4,703 +27%
FA
440
Financial Avengers
California
$684K +$398K +9,310 +74%
JWM
441
Jeppson Wealth Management
California
$684K +$450K +10,543 +93%
GT
442
Glenmede Trust
Pennsylvania
$680K -$268K -6,285 -22%
CI
443
Cigna Investments
Connecticut
$680K +$41.8K +980 +5%
AWA
444
Alta Wealth Advisors
Massachusetts
$672K -$6.83K -160 -0.7%
GLA
445
Good Life Advisors
Pennsylvania
$669K +$14.1K +330 +2%
C
446
Certuity
Florida
$665K -$294K -6,886 -24%
LSPW
447
Lake Street Private Wealth
Illinois
$663K +$196K +4,590 +28%
ACM
448
Aquatic Capital Management
Illinois
$656K +$811K +19,000 +950%
KeyBank National Association
449
KeyBank National Association
Ohio
$653K -$1.71K -40 -0.2%
BA
450
Bristlecone Advisors
Washington
$653K +$151K +3,535 +20%