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Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
551
Mariner Independent Advisor Network
Kansas
$1.58M +$82.9K +995 +5%
FAM
552
Formidable Asset Management
Ohio
$1.56M +$83 +1 +0%
LF
553
Lee Financial
Texas
$1.55M +$3.08K +37 +0.2%
SWP
554
Strategic Wealth Partners
Ohio
$1.54M +$113K +1,357 +7%
KeyBank National Association
555
KeyBank National Association
Ohio
$1.53M -$41.7K -501 -2%
JCM
556
Jacobi Capital Management
Pennsylvania
$1.53M +$22.2K +266 +1%
BBVA
557
Banco Bilbao Vizcaya Argentaria
Spain
$1.53M +$407K +4,881 +29%
ANTB
558
AMG National Trust Bank
Colorado
$1.51M
WCA
559
Waypoint Capital Advisors
Minnesota
$1.51M +$92K +1,105 +5%
HCCM
560
Hudson Canyon Capital Management
New York
$1.5M
CA
561
Clearstead Advisors
Ohio
$1.5M -$528K -6,337 -23%
AWP
562
Accretive Wealth Partners
New Jersey
$1.49M +$3.75K +45 +0.2%
EF
563
Exeter Financial
Arizona
$1.49M +$18.8K +226 +1%
SIC
564
SJS Investment Consulting
Ohio
$1.49M +$1.75M +21,035 New
AIM
565
Arcadia Investment Management
Michigan
$1.49M +$498K +5,984 +40%
CA
566
Cetera Advisors
Colorado
$1.48M -$1.12M -13,500 -39%
TCM
567
Tufton Capital Management
Maryland
$1.47M -$6.66K -80 -0.4%
AP
568
Appleton Partners
Massachusetts
$1.47M +$52.6K +632 +3%
BPA
569
Beacon Pointe Advisors
California
$1.46M +$196K +2,359 +13%
SAM
570
Strategy Asset Managers
California
$1.44M -$39.1K -470 -2%
BFM
571
Boston Financial Management
Massachusetts
$1.43M +$50K +600 +3%
PFS
572
Prospera Financial Services
Texas
$1.43M +$63.9K +767 +4%
KJWM
573
Kiley Juergens Wealth Management
Washington
$1.43M -$32.6K -392 -2%
WA1
574
Wimmer Associates 1
California
$1.43M -$17.9K -215 -1%
UB
575
UMB Bank
Missouri
$1.43M -$8.49K -102 -0.5%