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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
126
Independent Advisor Alliance
North Carolina
$496K +$61.1K +1,106 +14%
XF
127
XML Financial
Maryland
$494K -$95.2K -1,724 -16%
PA
128
PSI Advisors
Florida
$494K +$552 +10 +0.1%
DTC
129
Davidson Trust Company
Washington
$482K
EWA
130
EP Wealth Advisors
California
$476K +$16.3K +296 +3%
UPS
131
UHLMANN PRICE SECURITIES
Illinois
$471K -$55.3K -1,002 -10%
CCG
132
Cypress Capital Group
Florida
$462K +$476K +8,620 New
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$451K -$83.6K -1,515 -15%
CCM
134
Cohen Capital Management
California
$440K
GLA
135
Good Life Advisors
Pennsylvania
$437K +$9.05K +164 +2%
UAG
136
United Advisor Group
Ohio
$434K +$33.9K +614 +8%
BEI
137
Benjamin Edwards Inc
Missouri
$415K
MT
138
Midwest Trust
Kansas
$407K +$419K +7,595 New
AWA
139
Arkadios Wealth Advisors
Georgia
$397K +$16.3K +295 +4%
OC
140
Oppenheimer & Co
New York
$395K
CAI
141
Capital Advisors Inc
Oklahoma
$389K +$1.88K +34 +0.5%
WP
142
WealthPLAN Partners
Nebraska
$387K +$552 +10 +0.1%
NA
143
NewEdge Advisors
Louisiana
$380K +$271K +4,915 +226%
SGCA
144
Steel Grove Capital Advisors
Tennessee
$377K
SNBOSCI
145
Security National Bank of Sioux City Iowa
Iowa
$375K
Mercer Global Advisors
146
Mercer Global Advisors
Colorado
$370K +$69.6K +1,260 +22%
JIP
147
Jaffetilchin Investment Partners
Florida
$369K -$2.6K -47 -0.7%
AWE
148
Avidian Wealth Enterprises
Texas
$364K -$4.36K -79 -1%
SI
149
Stephens Inc
Arkansas
$352K -$57.8K -1,047 -14%
MOS
150
MGO One Seven
Ohio
$352K -$209K -3,789 -37%