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Name Holding Trade Value Shares
Change
Change in
Stake
AF
576
Allworth Financial
California
$868K +$3.82K +80 +0.5%
BDL
577
Bey-Douglas LLC
Georgia
$866K -$1.51M -31,510 -66%
IAA
578
Independent Advisor Alliance
North Carolina
$856K +$75K +1,570 +11%
BWG
579
Boomfish Wealth Group
Georgia
$855K -$15.5K -325 -2%
USCWA
580
U.S. Capital Wealth Advisors
Texas
$847K -$4.54K -95 -0.6%
VA
581
Vident Advisory
Georgia
$846K +$130K +2,720 +20%
QWP
582
Quotient Wealth Partners
Texas
$836K -$254K -5,310 -25%
AT
583
Arlington Trust
Alabama
$824K -$956 -20 -0.1%
MYIA
584
Mount Yale Investment Advisors
Colorado
$824K -$71.7K -1,500 -9%
KHCM
585
Kirtland Hills Capital Management
Ohio
$823K +$738K +15,435 New
DC
586
Davenport & Co
Virginia
$823K -$342K -7,165 -31%
AWAU
587
Alliance Wealth Advisors (Utah)
Utah
$817K +$96.1K +2,010 +15%
FAIM
588
Financial Advocates Investment Management
Washington
$805K -$13.9K -290 -2%
PFG
589
PAX Financial Group
Texas
$805K -$40.4K -845 -5%
IWC
590
Integrated Wealth Concepts
Massachusetts
$798K +$12.7K +265 +2%
WOC
591
West Oak Capital
California
$785K -$23.9K -500 -3%
CWS
592
Confluence Wealth Services
Pennsylvania
$785K +$92.7K +1,940 +15%
IWM
593
IHT Wealth Management
Illinois
$782K -$79.8K -1,670 -10%
TIAA Trust, National Association
594
TIAA Trust, National Association
North Carolina
$779K +$83.4K +1,745 +13%
FRM
595
Fox Run Management
Connecticut
$776K +$709K +14,830 New
Brown Advisory
596
Brown Advisory
Maryland
$764K +$12.7K +265 +2%
FTDI
597
First Trust Direct Indexing
Massachusetts
$761K +$73.1K +1,530 +12%
HBT
598
Heartland Bank & Trust
Illinois
$755K -$4.06K -85 -0.6%
BG
599
Bollard Group
Massachusetts
$755K +$98.5K +2,060 +17%
BSI
600
Bennett Selby Investments
Maine
$755K +$239 +5 +0%