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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
526
CNB Bank
Pennsylvania
$694K +$723K +4,855 New
RSWM
527
Robertson Stephens Wealth Management
California
$693K +$51.7K +347 +8%
IIM
528
INTECH Investment Management
Florida
$692K +$16.1K +108 +2%
FTWA
529
Fifth Third Wealth Advisors
Ohio
$682K +$56.3K +378 +9%
IWC
530
Integrated Wealth Concepts
Massachusetts
$678K +$35.5K +238 +5%
PA
531
Parallel Advisors
California
$666K -$6.55K -44 -0.9%
BEI
532
Benjamin Edwards Inc
Missouri
$665K +$368K +2,469 +113%
WWP
533
WR Wealth Planners
Missouri
$656K -$80.5K -540 -11%
HR
534
Hardy Reed
Mississippi
$654K -$34.3K -230 -5%
MIC
535
Maxi Investments CY
Cyprus
$652K +$679K +4,557 New
FWCM
536
Ferguson Wellman Capital Management
Oregon
$650K -$26.1K -175 -4%
SRA
537
Secured Retirement Advisors
Minnesota
$649K +$676K +4,536 New
UCFA
538
United Capital Financial Advisors
Texas
$642K -$23.8K -160 -3%
BAM
539
Blueshift Asset Management
New Jersey
$642K +$669K +4,488 New
CA
540
Clearstead Advisors
Ohio
$637K +$252K +1,692 +61%
CIA
541
Choate Investment Advisors
Massachusetts
$636K +$663K +4,450 New
MSA
542
MUFG Securities Americas
New York
$631K +$658K +4,417 New
IAN
543
Integrated Advisors Network
Texas
$624K +$15K +101 +2%
KPWS
544
Kestra Private Wealth Services
Texas
$623K -$127K -855 -16%
SIG
545
Stonegate Investment Group
Alabama
$609K +$9.54K +64 +2%
IA
546
IFG Advisory
Georgia
$609K +$634K +4,258 New
VF
547
Vest Financial
Virginia
$609K +$56.2K +377 +10%
OTPPB
548
Ontario Teachers' Pension Plan Board
Ontario, Canada
$606K +$631K +4,237 New
DPIM
549
Duff & Phelps Investment Management
Illinois
$604K +$188K +1,264 +43%
BPA
550
Beacon Pointe Advisors
California
$602K -$191K -1,280 -23%
20 21
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