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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
501
Good Life Advisors
Pennsylvania
$241K -$118K -3,122 -31%
WIM
502
WealthPlan Investment Management
Nebraska
$241K -$3.79K -100 -1%
PWA
503
Providence Wealth Advisors
Illinois
$235K – – –
ACA
504
Aptus Capital Advisors
Alabama
$234K +$259K +6,823 New
BC
505
Burney Company
Virginia
$231K – – –
DBRC
506
D.B. Root & Company
Pennsylvania
$231K +$256K +6,746 New
IA
507
IFP Advisors
Florida
$229K -$790K -20,817 -76%
BEI
508
Benjamin Edwards Inc
Missouri
$227K -$5.08K -134 -2%
PA
509
PFG Advisors
Arizona
$226K -$116K -3,064 -32%
JIC
510
Johnson Investment Counsel
Ohio
$223K +$247K +6,510 New
Allianz Asset Management
511
Allianz Asset Management
Germany
$220K -$97.9K -2,580 -29%
BP
512
Ballentine Partners
Massachusetts
$219K +$242K +6,388 New
4A
513
4Wealth Advisors
Illinois
$218K +$242K +6,365 New
FFA
514
Farther Finance Advisors
California
$217K +$47.2K +1,245 +25%
HBT
515
Heartland Bank & Trust
Illinois
$216K +$240K +6,319 New
SPIA
516
Steward Partners Investment Advisory
New York
$216K -$150K -3,960 -39%
ICP
517
Interchange Capital Partners
Pennsylvania
$215K +$238K +6,274 New
AAIS
518
ABN AMRO Investment Solutions
$214K -$197K -5,204 -45%
IAN
519
Integrated Advisors Network
Texas
$212K +$235K +6,202 New
SEP
520
Southland Equity Partners
Missouri
$211K +$234K +6,172 New
GT
521
Greenleaf Trust
Michigan
$210K +$233K +6,132 New
NFSG
522
Newbridge Financial Services Group
Florida
$208K -$6.75K -178 -3%
FZCM
523
Flynn Zito Capital Management
New York
$207K -$85.4K -2,250 -27%
YIH
524
Y-Intercept (HK)
Hong Kong
$207K -$2.25M -59,197 -91%
SC
525
Savant Capital
Illinois
$206K +$229K +6,029 New