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Name Holding Trade Value Shares
Change
Change in
Stake
AO
876
Advisor OS
Illinois
$291K -$85.3K -232 -22%
LAM
877
L2 Asset Management
Massachusetts
$291K +$11.4K +31 +4%
CIS
878
Connors Investor Services
Pennsylvania
$287K – – –
IA
879
Inspire Advisors
Idaho
$286K – – –
SAW
880
Signal Advisors Wealth
Michigan
$284K +$15.1K +41 +5%
Blue Trust Inc
881
Blue Trust Inc
Georgia
$284K -$132K -358 -31%
AE Wealth Management
882
AE Wealth Management
Kansas
$283K -$12.9K -35 -4%
Iconiq Capital
883
Iconiq Capital
California
$282K +$289K +786 New
GPW
884
Genesis Private Wealth
Virginia
$281K +$288K +783 New
Diversify Advisory Services
885
Diversify Advisory Services
Utah
$280K +$295K +802 New
IB
886
Intrust Bank
Kansas
$280K +$32.7K +89 +13%
KP
887
Keel Point
Alabama
$280K +$14K +38 +5%
HFS
888
Horizon Financial Services
North Carolina
$278K – – –
FNBOH
889
First National Bank of Hutchinson
Kansas
$276K -$1.1K -3 -0.4%
FAM
890
Flaharty Asset Management
Florida
$276K – – –
MWM
891
Maripau Wealth Management
Indiana
$275K +$282K +766 New
DFG
892
Dynamic Financial Group
Iowa
$274K +$280K +762 New
QWM
893
Quadcap Wealth Management
Texas
$273K -$46.7K -127 -14%
NWAG
894
Net Worth Advisory Group
Utah
$273K -$7.72K -21 -3%
GWMIA
895
Global Wealth Management Investment Advisory
Florida
$272K – – –
GPA
896
Garrison Point Advisors
California
$270K +$277K +753 New
PIM
897
Penobscot Investment Management
Massachusetts
$268K – – –
NCM
898
New Capital Management
Texas
$266K – – –
EFG
899
Everhart Financial Group
Ohio
$266K +$27.2K +74 +11%
WGC
900
Watts Gwilliam & Co
Arizona
$266K – – –