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Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
526
Legacy Financial Group (Iowa)
Iowa
$462K -$8.02K -75 -2%
DSA
527
Droms Strauss Advisors
Missouri
$457K +$9.62K +90 +2%
SI
528
Severin Investments
Missouri
$457K +$49.1K +459 +12%
TCIIS
529
TIAA-CREF Individual & Institutional Services
New York
$456K +$444K +4,149 New
LFG
530
Larson Financial Group
Missouri
$451K +$30.7K +287 +8%
RA
531
RFG Advisory
Alabama
$448K +$24.1K +225 +6%
EAN
532
Excelsior Advisor Network
Colorado
$444K +$432K +4,041 New
LP
533
LMR Partners
United Kingdom
$442K -$137K -1,286 -24%
PVI
534
Pine Valley Investments
New Jersey
$435K +$31.3K +293 +8%
QL
535
Quarry LP
New York
$435K +$140K +1,313 +50%
PWMG
536
Pinnacle Wealth Management Group
Michigan
$435K
EPW
537
Endeavor Private Wealth
Kansas
$433K -$123K -1,149 -23%
I
538
InvesTrust
Oklahoma
$429K
CT
539
Chicago Trust
Illinois
$427K -$16.6K -155 -4%
SF
540
Slagle Financial
Illinois
$423K -$30.7K -287 -7%
AC
541
Apella Capital
Connecticut
$411K +$37.7K +353 +11%
TWP
542
Tyche Wealth Partners
Texas
$411K +$103K +965 +35%
AIM
543
Aigen Investment Management
New York
$408K -$1.23M -11,469 -76%
BJL
544
Brighton Jones LLC
Washington
$407K +$396K +3,700 New
EWM
545
Evercore Wealth Management
New York
$403K
ATPW
546
Ashton Thomas Private Wealth
Arizona
$403K +$54.7K +512 +16%
TPCW
547
TD Private Client Wealth
New York
$401K +$29.8K +279 +8%
Vontobel Holding
548
Vontobel Holding
Switzerland
$392K
WIA
549
World Investment Advisors
California
$386K -$21.9K -205 -6%
AC
550
AlphaCore Capital
California
$383K -$51K -477 -12%