Name Holding Trade Value Shares
Change
Change in
Stake
PL
901
Plancorp LLC
Missouri
$611K +$2K +19 +0.3%
BCM
902
BluePath Capital Management
Georgia
$610K +$112K +1,067 +23%
WLG
903
Williamson Legacy Group
Indiana
$605K +$105K +1,001 +21%
PAW
904
Plan A Wealth
Nebraska
$604K +$103K +977 +21%
SCA
905
Snowden Capital Advisors
New York
$600K +$25.8K +246 +5%
BPFA
906
Barnes Pettey Financial Advisors
Mississippi
$598K – – –
SW
907
SkyOak Wealth
Michigan
$597K – – –
JWCA
908
J.W. Coons Advisors
Ohio
$596K -$26K -247 -4%
AIM
909
Aigen Investment Management
New York
$594K +$592K +5,636 New
WIA
910
World Investment Advisors
California
$594K -$428K -4,074 -42%
GM
911
GeoWealth Management
Illinois
$592K -$55.8K -531 -9%
CCM
912
Canal Capital Management
Virginia
$592K +$122K +1,161 +26%
DT
913
Diversified Trust
Tennessee
$591K +$400K +3,806 +212%
CF
914
Convergence Financial
Missouri
$591K -$39.5K -376 -6%
HWAM
915
Hennion & Walsh Asset Management
New Jersey
$590K +$141K +1,346 +32%
P
916
Pitcairn
Pennsylvania
$590K -$130K -1,239 -18%
APW
917
Austin Private Wealth
Texas
$583K -$1.58K -15 -0.3%
WCA
918
Westover Capital Advisors
Delaware
$580K – – –
HCM
919
Howard Capital Management
Georgia
$579K +$17.4K +166 +3%
FCFC
920
First Citizens Financial Corp
Iowa
$575K – – –
GXJ
921
Global X Japan
Japan
$574K -$34.5K -328 -6%
PA
922
Profund Advisors
Maryland
$574K -$138K -1,318 -19%
EARNEST Partners
923
EARNEST Partners
Georgia
$572K +$76.8K +731 +16%
AC
924
Avestar Capital
New York
$571K +$129K +1,228 +29%
CBA
925
Coastal Bridge Advisors
Connecticut
$571K +$2.42K +23 +0.4%