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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$495K +$77.8K +1,434 +18%
KeyBank National Association
127
KeyBank National Association
Ohio
$483K -$8.9K -164 -2%
DTC
128
Davidson Trust Company
Washington
$483K
BF
129
BOK Financial
Oklahoma
$477K
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$477K -$217 -4 -0%
GLA
131
Good Life Advisors
Pennsylvania
$468K +$20.1K +370 +4%
AWA
132
Arkadios Wealth Advisors
Georgia
$466K +$230K +4,235 +95%
UAG
133
United Advisor Group
Ohio
$460K
CCM
134
Cohen Capital Management
California
$441K
IAA
135
Independent Advisor Alliance
North Carolina
$439K -$84K -1,548 -16%
OA
136
Oxbow Advisors
Texas
$429K -$9.17K -169 -2%
SAM
137
Silvercrest Asset Management
New York
$429K
BEI
138
Benjamin Edwards Inc
Missouri
$416K +$420K +7,740 New
TI
139
Tidal Investments
Wisconsin
$408K +$59.9K +1,105 +17%
WP
140
WealthPLAN Partners
Nebraska
$405K +$542 +10 +0.1%
ESBC
141
E.S. Barr & Co
Kentucky
$403K -$14.9K -275 -4%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$389K -$268K -4,945 -41%
AWE
143
Avidian Wealth Enterprises
Texas
$378K -$134K -2,466 -26%
SNBOSCI
144
Security National Bank of Sioux City Iowa
Iowa
$376K
CAM
145
Cresset Asset Management
Illinois
$375K
SGCA
146
Steel Grove Capital Advisors
Tennessee
$374K -$14.3K -264 -4%
OC
147
Oppenheimer & Co
New York
$373K
PI
148
PFG Investments
New York
$355K +$705 +13 +0.2%
Luther King Capital Management (LKCM)
149
Luther King Capital Management (LKCM)
Texas
$335K
LMKC
150
L.M. Kohn & Company
Ohio
$333K