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Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
726
Garden State Investment Advisory Services
New Jersey
$469K +$36.5K +680 +9%
FTWA
727
Fifth Third Wealth Advisors
Ohio
$467K +$200K +3,730 +76%
WA
728
WBH Advisory
Maryland
$467K +$1.88K +35 +0.4%
PP
729
Prudential plc
United Kingdom
$466K -$677K -12,595 -59%
WTB
730
Washington Trust Bank
Washington
$465K
CG
731
Corundum Group
Colorado
$457K +$7.79K +145 +2%
QWP
732
Quotient Wealth Partners
Texas
$456K -$404K -7,520 -47%
VA
733
Valmark Advisers
Ohio
$455K +$15.9K +295 +4%
EA
734
Emerald Advisers
Pennsylvania
$447K +$445K +8,285 New
LIM
735
Leavell Investment Management
Alabama
$447K +$25.5K +475 +6%
SAM
736
Smartleaf Asset Management
Massachusetts
$447K +$132K +2,460 +42%
Fayez Sarofim & Co
737
Fayez Sarofim & Co
Texas
$446K
EWA
738
EverSource Wealth Advisors
Alabama
$445K +$208K +3,870 +84%
DWM
739
Diversify Wealth Management
Utah
$443K +$465K +8,650 New
WR
740
WD Rutherford
Oregon
$439K -$8.06K -150 -2%
BFG
741
Berger Financial Group
Minnesota
$438K +$5.11K +95 +1%
WPC
742
Wedmont Private Capital
Pennsylvania
$434K +$78.2K +1,455 +22%
SBWIC
743
Schaper Benz & Wise Investment Counsel
Wisconsin
$433K
GSEP
744
Golden State Equity Partners
California
$432K +$430K +8,005 New
CFG
745
Citizens Financial Group
Rhode Island
$431K
PWG
746
Portside Wealth Group
Utah
$431K +$40.6K +755 +10%
ILI
747
Invesco LLC (Illinois)
Illinois
$428K -$3.76K -70 -0.9%
HIC
748
Holderness Investments Company
North Carolina
$428K
SIA
749
Schechter Investment Advisors
Michigan
$428K +$6.72K +125 +2%
WB
750
WesBanco Bank
West Virginia
$424K -$2.15K -40 -0.5%