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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
501
Corient Capital Partners
California
$614K +$39.3K +123 +10%
PFA
502
Pinnacle Family Advisors
Missouri
$602K
MIM
503
Moseley Investment Management
Florida
$601K -$67.8K -212 -14%
MWM
504
Mission Wealth Management
California
$600K +$50.2K +157 +14%
KeyBank National Association
505
KeyBank National Association
Ohio
$593K -$738K -2,307 -65%
MMA
506
Miracle Mile Advisors
California
$593K -$98.5K -308 -20%
GIA
507
Gladstone Institutional Advisory
Florida
$593K +$404K +1,262 New
WP
508
WealthPLAN Partners
Nebraska
$592K -$32K -100 -7%
CAGAS
509
Capital Advisory Group Advisory Services
Minnesota
$592K +$10.9K +34 +3%
TA
510
Tiedemann Advisors
New York
$588K -$7.67K -24 -2%
CGH
511
Crossmark Global Holdings
Texas
$583K +$3.2K +10 +0.8%
WF
512
Welch & Forbes
Massachusetts
$579K
BJL
513
Brighton Jones LLC
Washington
$576K -$80.9K -253 -17%
MMG
514
Monetary Management Group
Missouri
$574K +$390K +1,220 New
Northwestern Mutual Wealth Management
515
Northwestern Mutual Wealth Management
Wisconsin
$565K +$358K +1,121 +1,401%
TYCC
516
Texas Yale Capital Corp
Florida
$564K
SFG
517
Sowa Financial Group
Rhode Island
$553K +$138K +430 +58%
BWP
518
Baldwin Wealth Partners
Massachusetts
$548K
SWMG
519
Strategic Wealth Management Group
Maryland
$547K -$134K -419 -26%
FM
520
Family Management
New York
$535K +$45.4K +142 +14%
PJB
521
Paul John Balson
California
$534K +$14.4K +45 +4%
RCAG
522
Rehmann Capital Advisory Group
Michigan
$534K +$363K +1,135 New
Fifth Third Bancorp
523
Fifth Third Bancorp
Ohio
$531K +$35.5K +111 +11%
WWM
524
Western Wealth Management
Colorado
$523K +$84.1K +263 +31%
IA
525
IFP Advisors
Florida
$522K +$65.6K +205 +22%