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Name Holding Trade Value Shares
Change
Change in
Stake
RFC
426
Regions Financial Corp
Alabama
$656K +$2.6K +120 +0.5%
RIA
427
Realta Investment Advisors
Delaware
$654K +$1.95K +90 +0.3%
FNBT
428
FineMark National Bank & Trust
Florida
$646K -$39.7K -1,830 -7%
MCC
429
Malaga Cove Capital
California
$643K -$68.7K -3,165 -12%
KWM
430
Kingsview Wealth Management
Oregon
$629K +$489K +22,560 New
WAM
431
Weatherly Asset Management
California
$628K
MOS
432
MGO One Seven
Ohio
$624K -$61.2K -2,820 -11%
PA
433
Parallel Advisors
California
$622K -$15.9K -735 -3%
CCA
434
Checchi Capital Advisers
California
$620K +$46.9K +2,160 +11%
IAA
435
Independent Advisor Alliance
North Carolina
$619K -$153K -7,050 -24%
OAM
436
Oppenheimer Asset Management
New York
$617K -$77.1K -3,555 -14%
TCOV
437
Trust Company of Vermont
Vermont
$615K +$7.48K +345 +2%
Rockefeller Capital Management
438
Rockefeller Capital Management
New York
$611K +$112K +5,145 +31%
ALAM
439
Asahi Life Asset Management
Japan
$602K +$469K +21,600 New
GWM
440
Geneos Wealth Management
Colorado
$600K -$222K -10,245 -33%
RWM
441
RBA Wealth Management
California
$599K +$3.25K +150 +0.7%
DAS
442
Dynamic Advisor Solutions
Arizona
$597K -$84.9K -3,915 -15%
SCA
443
Snowden Capital Advisors
New York
$594K +$102K +4,710 +28%
JC
444
Jacobs & Co
California
$592K
ODG
445
O'Dell Group
Ohio
$580K +$451K +20,790 New
Brown Advisory
446
Brown Advisory
Maryland
$564K -$28.6K -1,320 -6%
DS
447
DRW Securities
Illinois
$559K -$325K -15,000 -43%
GW
448
GW & Wade
Massachusetts
$555K +$3.9K +180 +0.9%
FCI
449
Financial Counselors Inc
Kansas
$554K -$7.16K -330 -2%
GP
450
Girard Partners
Pennsylvania
$554K -$1.95K -90 -0.5%