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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
951
Meeder Asset Management
Ohio
$259K -$1.34M -2,628 -83%
RFP
952
Root Financial Partners
California
$259K +$80.1K +157 +42%
MMA
953
Miracle Mile Advisors
California
$257K +$267K +524 New
TW
954
Trajan Wealth
Arizona
$257K -$18.9K -37 -7%
MCWA
955
Meadow Creek Wealth Advisors
Georgia
$257K +$267K +524 New
GLA
956
Great Lakes Advisors
Illinois
$256K -$19.4K -38 -7%
AA
957
Alta Advisers
United Kingdom
$254K – – –
TBNY
958
Trustco Bank (New York)
New York
$253K +$263K +515 New
RWA
959
Redhawk Wealth Advisors
Minnesota
$252K +$262K +514 New
CP
960
Capital Planning
Washington
$251K +$261K +512 New
KWM
961
Kingsview Wealth Management
Oregon
$251K +$261K +511 New
MWM
962
Meridian Wealth Management
Kentucky
$251K +$261K +511 New
OL
963
Optas LLC
Texas
$247K +$257K +503 New
KA
964
Klingman & Associates
New York
$247K +$257K +503 New
MCC
965
Money Concepts Capital
Florida
$246K +$255K +501 New
WIA
966
Wealthedge Investment Advisors
New York
$246K +$255K +501 New
P8IP
967
Pier 88 Investment Partners
California
$245K -$255K -500 -50%
TLFA
968
True Link Financial Advisors
California
$245K -$51K -100 -17%
AF
969
Advisornet Financial
Minnesota
$245K +$81.6K +160 +47%
HA
970
Heffernan Advisory
Arizona
$245K +$255K +500 New
PIA
971
Prakash Investment Advisors
Massachusetts
$245K +$255K +500 New
RFA
972
Register Financial Advisors
Georgia
$244K -$61.2K -120 -19%
OCM
973
Orion Capital Management
California
$244K – – –
RA
974
Riverstone Advisors
Texas
$243K +$253K +496 New
WANY
975
Wealthspire Advisors (New York)
New York
$242K +$252K +494 New