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Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PSI Advisors
Florida
$535K +$509 +9 +0.1%
DTC
127
Davidson Trust Company
Washington
$523K – – –
KeyBank National Association
128
KeyBank National Association
Ohio
$523K – – –
DFG
129
Delta Financial Group
New Jersey
$518K +$515K +9,094 New
EWA
130
EP Wealth Advisors
California
$499K +$10.5K +186 +2%
CCM
131
Cohen Capital Management
California
$477K – – –
IAA
132
Independent Advisor Alliance
North Carolina
$473K +$36.6K +646 +9%
OA
133
Oxbow Advisors
Texas
$464K – – –
GLA
134
Good Life Advisors
Pennsylvania
$464K -$1.13K -20 -0.2%
EFG
135
Ethos Financial Group
Pennsylvania
$452K +$440K +7,777 New
BEI
136
Benjamin Edwards Inc
Missouri
$449K +$57 +1 +0%
SI
137
Stephens Inc
Arkansas
$442K +$431K +7,616 New
FCI
138
Financial Counselors Inc
Kansas
$441K -$99.7K -1,761 -19%
UAG
139
United Advisor Group
Ohio
$434K +$19.9K +351 +5%
OC
140
Oppenheimer & Co
New York
$428K +$28.3K +500 +7%
CAI
141
Capital Advisors Inc
Oklahoma
$419K -$54.8K -968 -12%
WP
142
WealthPLAN Partners
Nebraska
$418K -$20K -353 -5%
AWA
143
Arkadios Wealth Advisors
Georgia
$412K -$89K -1,572 -18%
SGCA
144
Steel Grove Capital Advisors
Tennessee
$409K – – –
SNBOSCI
145
Security National Bank of Sioux City Iowa
Iowa
$406K – – –
JIP
146
Jaffetilchin Investment Partners
Florida
$402K -$28.8K -508 -7%
OAM
147
Oppenheimer Asset Management
New York
$400K +$133K +2,353 +52%
AWE
148
Avidian Wealth Enterprises
Texas
$399K +$1.36K +24 +0.4%
PI
149
PFG Investments
New York
$387K +$736 +13 +0.2%
SA
150
Strategic Advocates
Utah
$385K -$43.8K -774 -10%