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Name Holding Trade Value Shares
Change
Change in
Stake
OC
326
Oakworth Capital
Alabama
$59K
IA
327
IFP Advisors
Florida
$59K +$2.32K +13 +4%
BFEC
328
Benjamin F. Edwards & Company
Missouri
$58K +$7.5K +42 +15%
IBOK
329
Independence Bank of Kentucky
Kentucky
$56K +$7.14K +40 +15%
GKWIM
330
Gerber Kawasaki Wealth & Investment Management
California
$54K +$54.3K +304 New
CLOS
331
Compagnie Lombard Odier SCmA
Switzerland
$53K
LF
332
Lee Financial
Texas
$53K
OIA
333
Optimum Investment Advisors
Illinois
$53K
TCWM
334
Total Clarity Wealth Management
Illinois
$53K +$53.5K +300 New
TJHA
335
Thomas J. Herzfeld Advisors
Florida
$49K -$21.2K -119 -30%
HR
336
Howe & Rusling
New York
$44K +$893 +5 +2%
FP
337
Financial Perspectives
Minnesota
$43.8K
AFS
338
Annapolis Financial Services
Maryland
$43K
SWA
339
SOA Wealth Advisors
New York
$43K
CFA
340
Cahill Financial Advisors
Minnesota
$43K +$43.4K +243 New
LWP
341
Lumature Wealth Partners
Georgia
$42K
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$41K +$5.36K +30 +15%
EDRH
343
Edmond de Rothschild Holding
Switzerland
$39K -$107K -600 -73%
CA
344
Clearstead Advisors
Ohio
$38K +$714 +4 +2%
GRP
345
Global Retirement Partners
California
$38K +$13.4K +75 +54%
HSBC Holdings
346
HSBC Holdings
United Kingdom
$37K -$27.3K -153 -42%
WB
347
Webster Bank
Connecticut
$36K -$35.7K -200 -50%
BWL
348
Bogart Wealth LLC
Virginia
$36K
MA
349
Montag & Associates
Georgia
$36K
PP
350
Pacifica Partners
Canada
$36K