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Name Holding Trade Value Shares
Change
Change in
Stake
LWA
801
Lineweaver Wealth Advisors
Ohio
$1.22M +$67.7K +376 +5%
OIA
802
OneDigital Investment Advisors
Kansas
$1.2M -$32.4K -180 -2%
LWAM
803
Legacy Wealth Asset Management
Minnesota
$1.18M -$99.9K -555 -7%
AAM
804
Augustine Asset Management
Florida
$1.18M -$1.98K -11 -0.2%
TCM
805
Twin Capital Management
Pennsylvania
$1.17M +$331K +1,838 +34%
Financial Engines Advisors
806
Financial Engines Advisors
California
$1.17M +$7.02K +39 +0.5%
FGP
807
Freestone Grove Partners
California
$1.17M +$982K +5,453 +324%
UB
808
UMB Bank
Missouri
$1.16M -$17.5K -97 -1%
MWM
809
Marion Wealth Management
Pennsylvania
$1.15M +$55.4K +308 +5%
FPAS
810
Focus Partners Advisor Solutions
Missouri
$1.15M +$1.26M +7,018 New
HA
811
Herold Advisors
New York
$1.15M +$219K +1,215 +21%
GIA
812
Gateway Investment Advisers
Ohio
$1.14M -$610K -3,387 -33%
SAM
813
Smartleaf Asset Management
Massachusetts
$1.14M
ANBT
814
American National Bank & Trust
Texas
$1.13M +$92.3K +513 +8%
WANY
815
Wealthspire Advisors (New York)
New York
$1.13M +$684K +3,802 +123%
AWM
816
Aprio Wealth Management
Georgia
$1.13M +$308K +1,713 +33%
TSWM
817
Triangle Securities Wealth Management
North Carolina
$1.13M -$7.02K -39 -0.6%
Blackstone Inc
818
Blackstone Inc
New York
$1.12M -$1.37M -7,586 -52%
MAS
819
Meeder Advisory Services
Ohio
$1.11M +$58.7K +326 +5%
ESBC
820
E.S. Barr & Co
Kentucky
$1.11M -$27M -150,256 -96%
JSL
821
JT Stratford LLC
Georgia
$1.11M +$1.22M +6,770 New
OF
822
Outfitter Financial
Maine
$1.1M +$15.3K +85 +1%
BFS
823
Bradley Foster & Sargent
Connecticut
$1.1M +$22K +122 +2%
LF
824
LifePlan Financial
Minnesota
$1.1M +$92.7K +515 +8%
CWM
825
Cordatus Wealth Management
Pennsylvania
$1.09M +$15.1K +84 +1%