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Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$313K -$7.97K -180 -2%
CAN
102
Cetera Advisor Networks
California
$307K +$72.6K +1,640 +30%
SNBOSCI
103
Security National Bank of Sioux City Iowa
Iowa
$305K +$310K +7,000 New
CAM
104
Cresset Asset Management
Illinois
$304K
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$300K +$708 +16 +0.2%
IAA
106
Independent Advisor Alliance
North Carolina
$293K +$44 +1 +0%
AIM
107
Anchor Investment Management
South Carolina
$290K -$147K -3,315 -33%
JIP
108
Jaffetilchin Investment Partners
Florida
$287K +$8.06K +182 +3%
DC
109
Davenport & Co
Virginia
$285K +$290K +6,550 New
SWP
110
Stratos Wealth Partners
Ohio
$281K +$69.7K +1,575 +32%
NA
111
NewEdge Advisors
Louisiana
$276K +$3.67K +83 +1%
LMKC
112
L.M. Kohn & Company
Ohio
$274K +$279K +6,300 New
CGA
113
Crescent Grove Advisors
Illinois
$274K +$279K +6,295 New
WAP
114
Wealthcare Advisory Partners
Pennsylvania
$271K +$89 +2 +0%
FCI
115
Financial Counselors Inc
Kansas
$270K +$274K +6,199 New
MML Investors Services
116
MML Investors Services
Massachusetts
$264K +$63.1K +1,425 +31%
FVCM
117
F&V Capital Management
Florida
$261K
IIA
118
IPG Investment Advisors
California
$259K -$68.6K -1,550 -21%
HA
119
HFG Advisors
Ohio
$252K
PI
120
PFG Investments
New York
$250K +$254K +5,741 New
AP
121
Americana Partners
Texas
$248K -$22.7K -513 -8%
EWA
122
EP Wealth Advisors
California
$238K -$2.51M -56,808 -87%
Truist Financial
123
Truist Financial
North Carolina
$232K +$33.3K +753 +17%
SW
124
SVB Wealth
Massachusetts
$230K -$22.4K -506 -9%
WP
125
WealthPLAN Partners
Nebraska
$229K -$223K -5,039 -49%