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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1051
USA Financial Formulas
Michigan
$929K -$48.5K -290 -5%
WP
1052
WealthSource Partners
California
$914K +$61.7K +369 +7%
WA
1053
Wealth Alliance
New York
$909K -$80.9K -484 -8%
MCM
1054
Manchester Capital Management
Vermont
$909K +$63.5K +380 +8%
PWP
1055
Principle Wealth Partners
Connecticut
$908K -$71.1K -425 -7%
WMC
1056
Westwood Management Corporation
Illinois
$905K – – –
ER
1057
Enlightenment Research
Florida
$905K +$903K +5,400 New
VWA
1058
V Wealth Advisors
Kansas
$900K +$14.9K +89 +2%
OPS
1059
Orion Portfolio Solutions
Nebraska
$887K -$293K -1,755 -25%
MF
1060
Magnetar Financial
Illinois
$883K +$881K +5,269 New
CC
1061
Constitution Capital
Connecticut
$880K – – –
BTWM
1062
Baker Tilly Wealth Management
Wisconsin
$879K +$47.8K +286 +6%
PGCM
1063
Prescott Group Capital Management
Oklahoma
$871K – – –
WB
1064
WesBanco Bank
West Virginia
$864K -$188K -1,126 -18%
Federated Hermes
1065
Federated Hermes
Pennsylvania
$863K -$483K -2,889 -36%
GRP
1066
Global Retirement Partners
California
$862K -$313K -1,872 -27%
S
1067
Seeyond
France
$856K -$891K -5,332 -51%
PCS
1068
Personal CFO Solutions
New Jersey
$856K -$22.1K -132 -3%
LCM
1069
Leisure Capital Management
California
$855K -$9.87K -59 -1%
SAM
1070
S.A. Mason
Michigan
$854K +$50.7K +303 +6%
SA
1071
Strategic Advisors
New York
$851K +$502 +3 +0.1%
LCS
1072
Levin Capital Strategies
New York
$848K – – –
GC
1073
Garde Capital
Washington
$840K -$26.1K -156 -3%
RCC
1074
Red Cedar Capital
Nebraska
$840K -$4.18K -25 -0.5%
AFC
1075
AFT Forsyth & Company
Florida
$838K +$35.9K +215 +4%