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Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
551
Empower Advisory Group
Colorado
$606K +$540K +2,967 New
S
552
SignatureFD
Georgia
$601K +$60.8K +334 +13%
AG
553
Ascent Group
Virginia
$598K +$7.46K +41 +1%
CA
554
Cetera Advisors
Colorado
$597K -$11.6K -64 -2%
PFWA
555
Paces Ferry Wealth Advisors
Georgia
$595K -$728 -4 -0.1%
CBA
556
Coastal Bridge Advisors
Connecticut
$591K
IIM
557
Ironwood Investment Management
Massachusetts
$590K -$8.01K -44 -2%
RJT
558
Raymond James Trust
Florida
$589K +$3.27K +18 +0.6%
SCA
559
Snowden Capital Advisors
New York
$581K +$70.6K +388 +16%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$578K -$46K -253 -8%
RC
561
Rovin Capital
Arizona
$577K -$37.1K -204 -7%
GAM
562
Gotham Asset Management
New York
$574K -$1.14M -6,278 -69%
AFC
563
AFT Forsyth & Company
Florida
$569K +$9.1K +50 +2%
NB
564
Norinchukin Bank
Japan
$565K +$22.4K +123 +5%
TFA
565
Toth Financial Advisory
Virginia
$563K +$496K +2,725 New
WA
566
Wealth Alliance
New York
$563K +$57.7K +317 +13%
ECM
567
Exchange Capital Management
Michigan
$561K +$11.8K +65 +2%
PA
568
Parallel Advisors
California
$561K -$5.28K -29 -1%
SWM
569
Spire Wealth Management
Virginia
$561K -$127K -699 -20%
GCMG
570
Gyroscope Capital Management Group
Florida
$558K +$491K +2,700 New
SIC
571
SFE Investment Counsel
California
$556K -$50K -275 -8%
API
572
Advisor Partners II
California
$551K +$485K +2,668 New
KeyBank National Association
573
KeyBank National Association
Ohio
$540K -$3.12M -17,155 -87%
SIM
574
Sentry Investment Management
Wisconsin
$533K +$250K +1,375 +114%
TI
575
TTP Investments
California
$518K