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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
126
KeyBank National Association
Ohio
$463K
SWP
127
Stratos Wealth Partners
Ohio
$462K -$52.4K -992 -10%
BF
128
BOK Financial
Oklahoma
$461K
AWA
129
Arkadios Wealth Advisors
Georgia
$446K
EWA
130
EP Wealth Advisors
California
$432K -$295K -5,584 -40%
CCM
131
Cohen Capital Management
California
$422K
CAI
132
Capital Advisors Inc
Oklahoma
$421K +$160K +3,033 +59%
GLA
133
Good Life Advisors
Pennsylvania
$412K -$37.8K -715 -8%
OA
134
Oxbow Advisors
Texas
$412K
JWCA
135
J.W. Cole Advisors
Florida
$408K +$420K +7,938 New
BEI
136
Benjamin Edwards Inc
Missouri
$398K
WP
137
WealthPLAN Partners
Nebraska
$389K +$581 +11 +0.1%
IAA
138
Independent Advisor Alliance
North Carolina
$386K -$35.9K -679 -8%
JIP
139
Jaffetilchin Investment Partners
Florida
$383K +$107K +2,029 +38%
SA
140
Strategic Advocates
Utah
$381K +$392K +7,410 New
AWM
141
AE Wealth Management
Kansas
$370K -$1.3M -24,633 -77%
TI
142
Tidal Investments
Wisconsin
$368K -$23.7K -449 -6%
UAG
143
United Advisor Group
Ohio
$367K -$75.9K -1,436 -17%
Wolverine Trading
144
Wolverine Trading
Illinois
$364K +$377K +7,139 New
SGCA
145
Steel Grove Capital Advisors
Tennessee
$362K
SNBOSCI
146
Security National Bank of Sioux City Iowa
Iowa
$360K
OC
147
Oppenheimer & Co
New York
$353K -$4.39K -83 -1%
AWE
148
Avidian Wealth Enterprises
Texas
$352K -$10.8K -204 -3%
PI
149
PFG Investments
New York
$342K +$2.01K +38 +0.6%
ESBC
150
E.S. Barr & Co
Kentucky
$334K -$52.8K -1,000 -13%