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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
751
Exencial Wealth Advisors
Oklahoma
$3.56M +$561K +2,351 +20%
EI
752
Ethic Inc
New York
$3.54M +$1.08M +4,524 +47%
WAOTB
753
Wealth Advisors of Tampa Bay
Florida
$3.52M +$225K +945 +7%
BPA
754
Beacon Pointe Advisors
California
$3.5M -$283K -1,188 -8%
MSAM
755
Moloney Securities Asset Management
Missouri
$3.49M -$412K -1,727 -11%
BRWM
756
B. Riley Wealth Management
Tennessee
$3.49M +$409K +1,715 +14%
VFA
757
Valeo Financial Advisors
Indiana
$3.48M +$19.6K +82 +0.2%
CIG
758
Consolidated Investment Group
Colorado
$3.47M
JF
759
Jump Financial
Illinois
$3.47M +$3.32M +13,933 New
TNB
760
TCF National Bank
South Dakota
$3.46M +$361K +1,514 +12%
ECM
761
Everence Capital Management
Indiana
$3.45M
KNW
762
Kesler Norman & Wride
Utah
$3.44M +$243K +1,017 +8%
AAS
763
Annex Advisory Services
Wisconsin
$3.42M +$182K +764 +6%
AMIM
764
Aull & Monroe Investment Management
Alabama
$3.41M -$68K -285 -2%
TC
765
TownSquare Capital
Utah
$3.4M +$48.7K +204 +2%
TW
766
Transform Wealth
Colorado
$3.39M -$121K -508 -4%
FIM
767
Freedom Investment Management
Connecticut
$3.38M -$201K -841 -6%
GD
768
Grandfield & Dodd
New York
$3.37M -$41K -172 -1%
WP
769
WealthSource Partners
California
$3.36M -$239 -1 -0%
IFWM
770
Institute for Wealth Management
Colorado
$3.36M -$92.8K -389 -3%
SPC
771
Sigma Planning Corp
Michigan
$3.36M +$162K +681 +5%
MCM
772
Mitchell Capital Management
Kansas
$3.35M +$267K +1,120 +9%
OHIS
773
Oak Harvest Investment Services
Texas
$3.34M -$668K -2,800 -17%
MC
774
Moors & Cabot
Massachusetts
$3.33M -$263K -1,102 -8%
IAA
775
Independent Advisor Alliance
North Carolina
$3.32M -$132K -553 -4%