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Name Holding Trade Value Shares
Change
Change in
Stake
KOCAA
551
Knights of Columbus Asset Advisors
Connecticut
$3.7M -$755K -4,700 -17%
BJF
552
Blue Jean Financial
New York
$3.66M +$3.65M +22,762 New
IIWM
553
Investment Insight Wealth Management
New York
$3.64M +$3.63M +22,634 New
SFA
554
Sequoia Financial Advisors
Ohio
$3.63M +$196K +1,218 +6%
FA
555
Fiduciary Alliance
South Carolina
$3.58M +$126K +784 +4%
RFC
556
Regions Financial Corp
Alabama
$3.56M +$137K +853 +4%
UAG
557
United Advisor Group
Ohio
$3.56M -$1.04M -6,498 -23%
IAA
558
Independent Advisor Alliance
North Carolina
$3.54M +$15.1K +94 +0.4%
CI
559
Cigna Investments
Connecticut
$3.53M -$17.5K -109 -0.5%
MA
560
Mutual Advisors
Nebraska
$3.51M +$224K +1,395 +7%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$3.5M +$686K +4,272 +24%
GWMIA
562
Global Wealth Management Investment Advisory
Florida
$3.5M +$112K +700 +3%
LCM
563
Landscape Capital Management
New Jersey
$3.45M +$1.34M +8,360 +64%
RA
564
Resolute Advisors
California
$3.41M
GBT
565
Grove Bank & Trust
Florida
$3.4M -$698K -4,350 -17%
KC
566
Katamaran Capital
United Kingdom
$3.4M +$3.39M +21,111 New
LP
567
LMR Partners
United Kingdom
$3.39M
AOWM
568
Asset One Wealth Management
Washington
$3.36M +$4.08M +25,381 New
IFG
569
Independent Financial Group
California
$3.34M -$415K -2,582 -11%
AF
570
Allworth Financial
California
$3.29M -$287K -1,785 -8%
WANY
571
Wealthspire Advisors (New York)
New York
$3.28M +$413K +2,572 +14%
ETCM
572
Evolutionary Tree Capital Management
Virginia
$3.27M -$977K -6,083 -23%
HVCM
573
Hel Ved Capital Management
Hong Kong
$3.27M +$1.35M +8,385 +70%
CWM
574
Circle Wealth Management
New Jersey
$3.25M -$572K -3,564 -15%
AA
575
ALPS Advisors
Colorado
$3.25M -$769K -4,788 -19%