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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
351
Creative Planning
Kansas
$261K +$226K +13,071 New
KWM
352
Kingsview Wealth Management
Oregon
$261K +$226K +13,055 New
SWM
353
SeaCrest Wealth Management
New York
$257K +$222K +12,835 New
FP
354
Financial Perspectives
Minnesota
$256K +$66.6K +3,848 +43%
RFC
355
Regions Financial Corp
Alabama
$252K +$33.1K +1,909 +18%
IAA
356
Independent Advisor Alliance
North Carolina
$245K +$213K +12,277 New
PPW
357
Pasadena Private Wealth
California
$242K -$55.4K -3,197 -21%
EDRH
358
Edmond de Rothschild Holding
Switzerland
$241K -$118K -6,802 -36%
AAS
359
Avantax Advisory Services
Texas
$240K +$206K +11,925 New
WA
360
Wealth Alliance
New York
$239K +$207K +11,944 New
KPWS
361
Kestra Private Wealth Services
Texas
$234K +$12.2K +702 +6%
ECM
362
Evergreen Capital Management
Washington
$233K +$21.8K +1,259 +12%
EWA
363
EverSource Wealth Advisors
Alabama
$233K +$173K +9,987 +585%
CAM
364
Cozad Asset Management
Illinois
$232K
SFS
365
Sowell Financial Services
Arkansas
$232K +$202K +11,672 New
BOPW
366
Brandywine Oak Private Wealth
Pennsylvania
$231K -$8.15K -471 -4%
ET
367
Equitable Trust
Tennessee
$220K -$54.9K -3,168 -22%
KeyBank National Association
368
KeyBank National Association
Ohio
$220K
WPC
369
Wedmont Private Capital
Pennsylvania
$217K +$177K +10,218 New
SBIA
370
Sheaff Brock Investment Advisors
Indiana
$217K +$188K +10,860 New
SIA
371
Schechter Investment Advisors
Michigan
$212K +$183K +10,594 New
ECG
372
Edge Capital Group
Georgia
$211K +$183K +10,550 New
AP
373
Appleton Partners
Massachusetts
$209K -$22.1K -1,275 -11%
FNBOH
374
First National Bank of Hutchinson
Kansas
$207K +$180K +10,371 New
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$206K -$37.5K -2,167 -17%