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Name Holding Trade Value Shares
Change
Change in
Stake
OPA
526
Old Port Advisors
Maine
$529K -$4.6K -60 -0.9%
DWM
527
Drive Wealth Management
Utah
$525K -$67.8K -884 -11%
MFS
528
Mirabella Financial Services
United Kingdom
$522K -$442K -5,764 -45%
LA
529
LVW Advisors
New York
$517K -$153 -2 -0%
Lido Advisors
530
Lido Advisors
California
$515K +$113K +1,470 +27%
FBT
531
First Bankers Trust
Kentucky
$514K
CPIG
532
Chicago Partners Investment Group
Illinois
$511K +$9.67K +126 +2%
SP
533
Symmetry Partners
Connecticut
$510K
CAM
534
Centre Asset Management
New York
$507K -$18.6K -242 -3%
ZIM
535
Zacks Investment Management
Illinois
$504K
CCM
536
Coldstream Capital Management
Washington
$497K -$29.5K -384 -6%
AA
537
Advisory Alpha
Michigan
$495K +$921 +12 +0.2%
HWA
538
HCR Wealth Advisors
California
$495K +$4.14K +54 +0.8%
TPCW
539
TD Private Client Wealth
New York
$492K -$735K -9,580 -60%
LCM
540
LVM Capital Management
Michigan
$489K -$784K -10,214 -61%
CF
541
Centaurus Financial
California
$488K +$65.8K +858 +15%
CL
542
Choreo LLC
Illinois
$483K +$490K +6,388 New
PMA
543
Prudent Man Advisors
Illinois
$481K -$614 -8 -0.1%
HBT
544
Heartland Bank & Trust
Illinois
$473K +$30.2K +394 +7%
SPWG
545
Syntegra Private Wealth Group
Missouri
$470K
SIAG
546
Safeguard Investment Advisory Group
California
$469K -$51.9K -676 -10%
EGM
547
Engineers Gate Manager
New York
$467K -$2.31M -30,138 -83%
SC
548
Searle & Co
Connecticut
$466K
Luther King Capital Management (LKCM)
549
Luther King Capital Management (LKCM)
Texas
$461K -$13K -170 -3%
SF
550
Synovus Financial
Georgia
$460K +$6.45K +84 +1%