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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
926
CJM Wealth Advisers
Virginia
$519K
PNC
927
Park National Corp
Ohio
$519K +$665 +6 +0.1%
APP
928
Avantax Planning Partners
Iowa
$517K -$12.6K -114 -2%
SCA
929
Snowden Capital Advisors
New York
$517K -$74.1K -669 -12%
BCMLT
930
Beacon Capital Management LLC (Tennessee)
Tennessee
$516K -$8.64K -78 -2%
RMP
931
Richards, Merrill & Peterson
Washington
$514K -$59.5K -537 -10%
MM
932
MQS Management
New York
$512K +$99.2K +895 +24%
CAG
933
Crestwood Advisors Group
Massachusetts
$511K +$46.1K +416 +10%
IB
934
Intrust Bank
Kansas
$508K +$2.99K +27 +0.6%
BPWM
935
Badgley Phelps Wealth Managers
Washington
$508K +$66.5K +600 +15%
CI
936
Cigna Investments
Connecticut
$507K -$13.4K -121 -3%
IWN
937
Independent Wealth Network
Iowa
$505K -$12.6K -114 -2%
SFO
938
Stokes Family Office
Louisiana
$503K -$184K -1,659 -27%
CWP
939
Cyndeo Wealth Partners
Florida
$503K +$4.77K +43 +0.9%
NB
940
Nicolet Bankshares
Wisconsin
$501K +$52.9K +477 +12%
FFP
941
FourThought Financial Partners
Florida
$498K -$8.53K -77 -2%
CAG
942
Csenge Advisory Group
Florida
$498K -$64.9K -586 -11%
FTC
943
Farmers Trust Company
Ohio
$496K -$50.2K -453 -9%
MIM
944
MTM Investment Management
South Carolina
$496K
CCWM
945
Cassaday & Co Wealth Management
Virginia
$496K
ECA
946
Elevated Capital Advisors
Utah
$496K
FAL
947
Focused Alpha LLC
Colorado
$495K +$14.1K +127 +3%
CI
948
CX Institutional
Indiana
$494K -$6.32K -57 -1%
VFM
949
Vision Financial Markets
Connecticut
$494K
YIM
950
Yoffe Investment Management
Pennsylvania
$493K