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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
MBE Wealth Management
Wisconsin
$334K +$309K +543 New
NWAG
377
Net Worth Advisory Group
Utah
$333K +$47.2K +83 +18%
BAM
378
Blueshift Asset Management
New Jersey
$332K -$188K -330 -38%
KWM
379
KFG Wealth Management
Indiana
$323K +$13.1K +23 +5%
ISWM
380
Independent Solutions Wealth Management
New York
$319K
APP
381
Avantax Planning Partners
Iowa
$315K +$568 +1 +0.2%
QEI
382
QSV Equity Investors
Illinois
$313K -$1.71K -3 -0.6%
HFO
383
Heritage Family Offices
Arizona
$311K
SCA
384
Stonebridge Capital Advisors
Minnesota
$310K
EWA
385
EverSource Wealth Advisors
Alabama
$309K +$2.84K +5 +1%
SOS
386
Silver Oak Securities
Tennessee
$309K +$290K +510 New
AO
387
Advisor OS
Illinois
$309K -$22.7K -40 -7%
MA
388
MCF Advisors
Kentucky
$308K
KW
389
Keyvantage Wealth
Pennsylvania
$307K
STA
390
Summit Trail Advisors
New York
$302K +$279K +491 New
EA
391
Everpar Advisors
Oklahoma
$298K +$22.7K +40 +9%
CAM
392
Cresset Asset Management
Illinois
$296K +$18.8K +33 +7%
ACM
393
Aster Capital Management
United Arab Emirates
$296K +$140K +247 +101%
WTC
394
WhitTier Trust Company
Nevada
$295K
VWM
395
Venturi Wealth Management
Texas
$295K -$169K -297 -38%
ASN
396
Advisory Services Network
Georgia
$294K -$2.27K -4 -0.8%
CIP
397
Cornerstone Investment Partners
Georgia
$294K +$4.55K +8 +2%
Walleye Capital
398
Walleye Capital
New York
$289K +$267K +469 New
1C
399
111 Capital
France
$288K +$266K +468 New
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$287K +$5.68K +10 +2%