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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Meridian Wealth Management
Kentucky
$1.02M +$17.9K +408 +2%
PFPG
352
Pinnacle Financial Partners (Georgia)
Georgia
$1.01M -$48.5K -1,106 -4%
MPPW
353
Mitchell & Pahl Private Wealth
Oklahoma
$1M +$35.1K +801 +3%
VVP
354
Venture Visionary Partners
Ohio
$984K +$1.27K +29 +0.1%
MNBTD
355
Moody National Bank Trust Division
Texas
$975K -$13.6K -311 -1%
VA
356
VestGen Advisors
Illinois
$974K -$10.1K -230 -0.9%
WIA
357
World Investment Advisors
California
$972K -$268K -6,099 -22%
CC
358
Chicago Capital
Illinois
$971K – – –
SAM
359
Smartleaf Asset Management
Massachusetts
$968K – – –
PC
360
Parrish Capital
Georgia
$967K -$128K -2,923 -10%
AWM
361
AE Wealth Management
Kansas
$967K -$59.3K -1,352 -5%
MCM
362
MAI Capital Management
Ohio
$965K +$83.9K +1,911 +8%
1SB
363
1ST Source Bank
Indiana
$965K -$3.9K -89 -0.3%
GCA
364
Greenwood Capital Associates
South Carolina
$963K +$7.11K +162 +0.6%
FAB
365
First American Bank
Illinois
$959K -$24K -546 -2%
DWM
366
Dynasty Wealth Management
Florida
$957K +$45.5K +1,038 +4%
EWA
367
EP Wealth Advisors
California
$957K +$278K +6,329 +32%
IAS
368
Insigneo Advisory Services
Florida
$952K +$308K +7,027 +37%
WAAG
369
Wealth Alliance Advisory Group
Kansas
$948K – – –
SPC
370
Sigma Planning Corp
Michigan
$944K -$78.7K -1,794 -7%
ACM
371
Argyle Capital Management
Pennsylvania
$939K – – –
CWM
372
Cornerstone Wealth Management
Missouri
$933K +$4.91K +112 +0.4%
ACA
373
Aptus Capital Advisors
Alabama
$923K -$99K -2,257 -8%
STA
374
Summit Trail Advisors
New York
$919K +$58.6K +1,335 +6%
IAIM
375
International Assets Investment Management
Florida
$910K -$166K -3,794 -13%