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Name Holding Trade Value Shares
Change
Change in
Stake
PL
876
Plancorp LLC
Missouri
$626K +$1.63K +16 +0.3%
GM
877
GeoWealth Management
Illinois
$626K -$11.3K -111 -2%
GWP
878
Gen-Wealth Partners
Michigan
$622K -$22.4K -220 -4%
CT
879
Caldwell Trust
Florida
$619K – – –
VDI
880
Vaughan David Investments
Illinois
$619K – – –
DP
881
Dearborn Partners
Illinois
$618K +$19K +187 +3%
WCA
882
Westover Capital Advisors
Delaware
$615K +$325K +3,200 +139%
APW
883
Austin Private Wealth
Texas
$613K +$203 +2 +0%
CWM
884
Chesapeake Wealth Management
Virginia
$612K -$7.62K -75 -1%
IWN
885
Independent Wealth Network
Iowa
$610K -$14.3K -141 -3%
WA
886
WBH Advisory
Maryland
$610K -$55.6K -547 -9%
FCFC
887
First Citizens Financial Corp
Iowa
$609K – – –
HI
888
Harbour Investments
Wisconsin
$607K +$11.1K +109 +2%
PTB
889
Pioneer Trust Bank
Oregon
$603K – – –
IAS
890
Investment Advisory Services
Texas
$602K -$4.17K -41 -0.8%
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$602K – – –
SSWM
892
Smith Salley Wealth Management
North Carolina
$598K +$12.8K +126 +2%
WIA
893
World Investment Advisors
California
$594K +$540K +5,310 New
BWM
894
Brophy Wealth Management
New Hampshire
$590K +$536K +5,274 New
FHA
895
Flagship Harbor Advisors
Massachusetts
$581K +$80.4K +791 +18%
EARNEST Partners
896
EARNEST Partners
Georgia
$580K -$16.4K -161 -3%
FMC
897
First Merchants Corp
Indiana
$579K -$5.08K -50 -1%
OBAM
898
ODDO BHF Asset Management
France
$576K +$523K +5,149 New
BWP
899
Barlow Wealth Partners
Kentucky
$573K – – –
FHA
900
First Horizon Advisors
Tennessee
$567K -$279K -2,749 -35%