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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
476
Steward Partners Investment Advisory
New York
$445K -$5.48K -161 -1%
BSG
477
Black Swift Group
Colorado
$444K +$561K +16,500 New
GBWM
478
Granite Bay Wealth Management
New Hampshire
$438K +$35K +1,028 +7%
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$432K -$247K -7,250 -31%
FSC
480
Full Sail Capital
Oklahoma
$432K +$1.4K +41 +0.3%
WAM
481
Weiss Asset Management
Massachusetts
$425K -$23.8K -700 -4%
Vanguard Personalized Indexing Management
482
Vanguard Personalized Indexing Management
California
$424K -$86.5K -2,543 -14%
IFG
483
Independent Financial Group
California
$424K -$30.4K -894 -5%
BF
484
BOK Financial
Oklahoma
$421K +$532K +15,643 New
FBT
485
First Bank & Trust
South Dakota
$420K +$58.3K +1,715 +12%
VIA
486
Vident Investment Advisory
Georgia
$417K +$150K +4,401 +31%
XSC
487
X-Square Capital
Puerto Rico
$416K +$4.22K +124 +0.8%
BIP
488
Bouvel Investment Partners
Pennsylvania
$416K +$6.02K +177 +1%
PIA
489
Perennial Investment Advisors
California
$415K -$2.15M -63,237 -80%
LCM
490
Lattice Capital Management
Washington
$413K – – –
CWP
491
CFM Wealth Partners
Texas
$412K -$394K -11,586 -43%
CWA
492
Canvas Wealth Advisors
Kansas
$408K -$37.3K -1,096 -7%
OFG
493
Oxford Financial Group
Indiana
$407K -$34K -1,000 -6%
CW
494
CreativeOne Wealth
Kansas
$407K +$138K +4,062 +37%
SCP
495
Stamos Capital Partners
California
$404K +$511K +15,010 New
TVWM
496
Tower View Wealth Management
Wisconsin
$400K -$927K -27,255 -65%
LSPW
497
Lake Street Private Wealth
Illinois
$398K -$220K -6,455 -30%
JGC
498
J. Goldman & Co
New York
$396K +$501K +14,715 New
GAM
499
Grandview Asset Management
Pennsylvania
$388K -$35K -1,030 -7%
AWM
500
Axxcess Wealth Management
California
$381K +$34.9K +1,027 +8%