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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
576
Visionary Wealth Advisors
Illinois
$4.79M +$210K +10,001 +4%
VFA
577
Valeo Financial Advisors
Indiana
$4.79M +$222K +10,546 +5%
BB
578
Bell Bank
North Dakota
$4.79M +$499K +23,763 +11%
KFP
579
KMG Fiduciary Partners
Ohio
$4.76M +$668K +31,804 +16%
RIM
580
Redpoint Investment Management
Australia
$4.76M -$216K -10,275 -4%
AI
581
Atria Investments
North Carolina
$4.72M +$4.33K +206 +0.1%
NFG
582
Next Financial Group
Texas
$4.72M +$189K +9,003 +4%
FNBT
583
FineMark National Bank & Trust
Florida
$4.72M -$550K -26,177 -10%
WIS
584
Wright Investors Service
Connecticut
$4.7M +$307K +14,636 +7%
KPWS
585
Kestra Private Wealth Services
Texas
$4.7M -$1.09M -51,839 -18%
ECM
586
Everence Capital Management
Indiana
$4.67M +$1.95K +93 +0%
GIM
587
Goelzer Investment Management
Indiana
$4.63M -$577K -27,479 -11%
TI
588
tru Independence
Oregon
$4.63M -$42.2K -2,007 -0.9%
MIAN
589
Mariner Independent Advisor Network
Kansas
$4.62M +$8.49K +404 +0.2%
LK
590
Lumbard & Kellner
New Hampshire
$4.62M +$423K +20,147 +10%
KWM
591
Kingsview Wealth Management
Oregon
$4.62M -$913K -43,443 -16%
FCBT
592
First Citizens Bank & Trust
North Carolina
$4.59M -$41.7K -1,986 -0.9%
CIC
593
Canal Insurance Company
South Carolina
$4.59M +$834K +39,720 +21%
FA
594
Financial Avengers
California
$4.58M +$5.38K +256 +0.1%
RPA
595
Rock Point Advisors
Vermont
$4.57M +$1.27M +60,580 +37%
MAWCM
596
Mine & Arao Wealth Creation & Management
California
$4.55M +$345K +16,438 +8%
LNC
597
Lincoln National Corp
Pennsylvania
$4.55M +$38.2K +1,817 +0.8%
CAM
598
Columbia Asset Management
Michigan
$4.54M -$222K -10,577 -5%
SMFG
599
Sumitomo Mitsui Financial Group
Japan
$4.52M +$1.01M +48,041 +28%
CFG
600
Citizens Financial Group
Rhode Island
$4.5M +$1.19M +56,661 +35%