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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Abound Wealth Management
Tennessee
$831K +$798K +14,239 New
CI
577
Cigna Investments
Connecticut
$818K -$288K -5,139 -27%
FFN
578
Focus Financial Network
Minnesota
$814K +$254K +4,533 +48%
GAAM
579
Guinness Atkinson Asset Management
California
$805K -$56.9K -1,016 -7%
OWM
580
OneAscent Wealth Management
Alabama
$789K +$757K +13,507 New
QIM
581
Quantitative Investment Management
Virginia
$789K +$757K +13,514 New
DP
582
Dearborn Partners
Illinois
$788K +$45K +803 +6%
CT
583
Caldwell Trust
Florida
$788K
KIC
584
Keating Investment Counselors
Florida
$786K
FFM
585
Forum Financial Management
Illinois
$785K +$753K +13,444 New
GFPC
586
Global Financial Private Client
Florida
$779K +$30.5K +545 +4%
GI
587
Gradient Investments
Minnesota
$776K
AWM
588
Altium Wealth Management
New York
$776K +$83.7K +1,493 +13%
LWAC
589
Laurel Wealth Advisors (California)
California
$770K +$739K +13,186 New
GF
590
Gries Financial
Ohio
$755K -$788K -14,065 -52%
BCM
591
Brookstone Capital Management
Illinois
$748K -$1.34K -24 -0.2%
BFS
592
Bradley Foster & Sargent
Connecticut
$745K +$235K +4,200 +49%
CTFG
593
Capstone Triton Financial Group
Oklahoma
$735K +$74.3K +1,326 +12%
Koshinski Asset Management
594
Koshinski Asset Management
Illinois
$734K +$86.4K +1,541 +14%
BMCM
595
Burns Matteson Capital Management
New York
$732K +$175K +3,114 +33%
JE
596
JMAC Enterprises
Pennsylvania
$731K +$621K +11,081 New
CWS
597
Confluence Wealth Services
Pennsylvania
$721K +$692K +12,349 New
PWP
598
Principle Wealth Partners
Connecticut
$716K -$87.6K -1,563 -11%
CPWA
599
Cerro Pacific Wealth Advisors
California
$711K -$55K -982 -7%
HWIS
600
Hancock Whitney Investment Services
Louisiana
$711K +$682K +12,178 New