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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$850K +$54.4K +381 +7%
GIM
477
Grassi Investment Management
California
$846K – – –
IP
478
Interval Partners
New York
$846K +$857K +6,000 New
IP
479
Intellectus Partners
California
$844K +$17.3K +121 +2%
LNC
480
Lincoln National Corp
Pennsylvania
$843K +$2.86K +20 +0.3%
MCCP
481
Mission Creek Capital Partners
California
$840K +$7.57K +53 +0.9%
IA
482
Insight Advisors
Pennsylvania
$826K -$35.1K -246 -4%
WS
483
Wedbush Securities
California
$825K -$19.3K -135 -2%
RPCONE
484
Retirement Planning Company of New England
Rhode Island
$821K +$8.14K +57 +1%
FBT
485
First Bankers Trust
Kentucky
$819K -$41.4K -290 -5%
EWA
486
EP Wealth Advisors
California
$819K -$37.4K -262 -4%
AWM
487
Aevitas Wealth Management
Massachusetts
$817K -$6.14K -43 -0.7%
MMPW
488
Mitchell McLeod Pugh & Williams
Alabama
$813K -$41.4K -290 -5%
FNB
489
Farmers National Bank
Kentucky
$811K -$20.9K -146 -2%
PFPT
490
Pinnacle Financial Partners (Tennessee)
Tennessee
$804K +$4.86K +34 +0.6%
MP
491
McDonald Partners
Ohio
$803K -$63.9K -447 -7%
Fiera Capital (Canada)
492
Fiera Capital (Canada)
Quebec, Canada
$800K -$28.6K -200 -3%
AFA
493
Abacus FCF Advisors
Florida
$799K -$855K -5,986 -51%
VWM
494
Venturi Wealth Management
Texas
$799K +$10.7K +75 +1%
PWMAG
495
Pinnacle Wealth Management Advisory Group
New Jersey
$796K -$182K -1,275 -18%
GVAG
496
Great Valley Advisor Group
Delaware
$775K -$62.1K -435 -7%
Thrivent Financial for Lutherans
497
Thrivent Financial for Lutherans
Minnesota
$765K +$2.57K +18 +0.3%
SIAG
498
Signet Investment Advisory Group
Rhode Island
$755K -$64.3K -450 -8%
DT
499
Diversified Trust
Tennessee
$748K -$199K -1,392 -21%
S
500
SignatureFD
Georgia
$740K -$66.7K -467 -8%