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Name Holding Trade Value Shares
Change
Change in
Stake
CC
401
Corsicana & Co
Texas
$681K -$26.2K -860 -4%
QCG
402
Quadrant Capital Group
Ohio
$680K +$44.6K +1,462 +7%
PWPS
403
Pinnacle Wealth Planning Services
Ohio
$678K -$37.3K -1,223 -5%
MA
404
Mutual Advisors
Nebraska
$677K -$5.95K -195 -0.8%
CC
405
Courier Capital
New York
$676K -$30.5K -1,000 -4%
IF
406
Intrua Financial
Texas
$669K -$94.7K -3,106 -12%
JGUA
407
John G. Ullman & Associates
New York
$654K
CAG
408
Csenge Advisory Group
Florida
$642K +$215K +7,044 +48%
RPC
409
Rossmore Private Capital
Connecticut
$641K +$182K +5,974 +38%
KWM
410
Kingsview Wealth Management
Oregon
$640K +$22.6K +741 +4%
SW
411
SVB Wealth
Massachusetts
$639K +$7.74K +254 +1%
WIM
412
Wittenberg Investment Management
Massachusetts
$635K -$61K -2,000 -8%
CF
413
Centaurus Financial
California
$634K +$45.3K +1,485 +7%
MCM
414
Mill Capital Management
North Carolina
$634K +$76.2K +2,500 +13%
HIS
415
Horizon Investment Services
Indiana
$634K +$79.3K +2,600 +14%
MIAN
416
Mariner Independent Advisor Network
Kansas
$634K +$128K +4,205 +24%
Kayne Anderson Rudnick Investment Management
417
Kayne Anderson Rudnick Investment Management
California
$633K +$12K +392 +2%
AssetMark Inc
418
AssetMark Inc
California
$633K +$436K +14,287 +197%
MCM
419
McMillion Capital Management
North Carolina
$632K -$79.3K -2,600 -11%
BIM
420
Bridges Investment Management
Nebraska
$627K
EP
421
Eudaimonia Partners
Tennessee
$627K +$650K +21,314 New
DAS
422
Dynamic Advisor Solutions
Arizona
$620K +$119K +3,889 +23%
FFWA
423
FRG Family Wealth Advisors
Washington
$618K +$49.6K +1,627 +8%
CAM
424
Cresset Asset Management
Illinois
$617K -$54.4K -1,786 -8%
PGIM
425
Pacific Global Investment Management
California
$615K +$637K +20,907 New