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Name Holding Trade Value Shares
Change
Change in
Stake
UR
401
USCA RIA
Texas
$99K – – –
CA
402
Cetera Advisors
Colorado
$97K -$40.2K -717 -30%
EAM
403
Evanson Asset Management
California
$96K +$56 +1 +0.1%
CAM
404
Claret Asset Management
Quebec, Canada
$94K -$8.69K -155 -9%
LDFR
405
Lehman & Derafelo Financial Resources
Pennsylvania
$94K – – –
VWA
406
V Wealth Advisors
Kansas
$93K +$4.76K +85 +6%
WB
407
WesBanco Bank
West Virginia
$93K +$11.2K +200 +14%
CS
408
Candriam SCA
Luxembourg
$92K -$442K -7,896 -83%
SW
409
SteelPeak Wealth
California
$92K -$11.2K -200 -11%
RIA
410
Realta Investment Advisors
Delaware
$91K -$5.6K -100 -6%
BWA
411
BDO Wealth Advisors
Florida
$91K -$2.13K -38 -2%
NB
412
Norinchukin Bank
Japan
$91K +$3.42K +61 +4%
HW
413
Hancock Whitney
Mississippi
$89K – – –
HSA
414
HBK Sorce Advisory
Pennsylvania
$89K +$3.14K +56 +4%
JIC
415
Johnson Investment Counsel
Ohio
$89K +$84.8K +1,514 New
BMCM
416
Bryn Mawr Capital Management
Pennsylvania
$88K – – –
IWC
417
Integrated Wealth Concepts
Massachusetts
$88K – – –
AAS
418
Avantax Advisory Services
Texas
$88K +$19K +339 +30%
FFG
419
Frisch Financial Group
New York
$86K -$26K -464 -24%
Los Angeles Capital Management
420
Los Angeles Capital Management
California
$86K – – –
FAIM
421
Financial Advocates Investment Management
Washington
$85K – – –
SW
422
SkyOak Wealth
Michigan
$85K +$5.6K +100 +7%
RC
423
RegentAtlantic Capital
New Jersey
$85K +$5.88K +105 +8%
CFG
424
Citizens Financial Group
Rhode Island
$84K -$65.5K -1,168 -45%
FHA
425
Flagship Harbor Advisors
Massachusetts
$84K -$1.4K -25 -2%