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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
976
Foguth Wealth Management
Michigan
$467K +$460K +4,153 New
TA
977
TrueWealth Advisors
Alabama
$466K +$332 +3 +0.1%
OBGC
978
O'Brien Greene & Co
Pennsylvania
$465K
MIM
979
Moseley Investment Management
Florida
$464K +$3.44K +31 +0.7%
AC
980
Apella Capital
Connecticut
$463K +$166K +1,498 +59%
SIA
981
Sit Investment Associates
Minnesota
$461K
AAA
982
Andrews Advisory Associates
Hawaii
$461K -$2.44K -22 -0.5%
NG
983
Norden Group
Utah
$458K +$43.8K +395 +10%
HSWM
984
Hubbell Strickland Wealth Management
Louisiana
$457K +$332 +3 +0.1%
Envestnet Portfolio Solutions
985
Envestnet Portfolio Solutions
Illinois
$454K -$291K -2,627 -39%
AIM
986
Alhambra Investment Management
Florida
$452K -$8.09K -73 -2%
PWMAG
987
Pinnacle Wealth Management Advisory Group
New Jersey
$451K -$98.6K -890 -18%
AWM
988
Abound Wealth Management
Tennessee
$450K -$103K -933 -19%
BI
989
Ballast Inc
Kentucky
$449K
UAG
990
United Advisor Group
Ohio
$448K -$13.2K -119 -3%
CF
991
Convergence Financial
Missouri
$445K -$133K -1,204 -23%
HH
992
Hilltop Holdings
Texas
$444K +$448K +4,046 New
PA
993
Profund Advisors
Maryland
$442K -$97.6K -881 -18%
SYBT
994
Stock Yards Bank & Trust
Kentucky
$442K -$19.8K -179 -4%
SIS
995
Sound Income Strategies
Florida
$440K +$111 +1 +0%
PWS
996
Peloton Wealth Strategists
Indiana
$439K
ETS
997
ESL Trust Services
New York
$439K
PP
998
Pingora Partners
Wyoming
$439K
Hudson Bay Capital Management
999
Hudson Bay Capital Management
Connecticut
$439K +$443K +4,000 New
SW
1000
SVB Wealth
Massachusetts
$439K -$14K -126 -3%