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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
476
MB, Levis & Associates
Pennsylvania
$808K +$817K +5,754 New
PFA
477
Pathway Financial Advisers
Indiana
$805K +$814K +5,738 New
NFG
478
Nations Financial Group
Iowa
$803K +$812K +5,723 New
Vontobel Holding
479
Vontobel Holding
Switzerland
$800K +$438K +3,083 +122%
FBT
480
First Bankers Trust
Kentucky
$798K -$17K -120 -2%
GVAG
481
Great Valley Advisor Group
Delaware
$795K -$7.52K -53 -0.9%
AWM
482
Aevitas Wealth Management
Massachusetts
$795K +$852 +6 +0.1%
S
483
SignatureFD
Georgia
$793K -$12.2K -86 -1%
Carson Wealth (CWM LLC)
484
Carson Wealth (CWM LLC)
Nebraska
$789K -$47K -331 -6%
CIBC World Market
485
CIBC World Market
Ontario, Canada
$788K -$18.2K -128 -2%
GT
486
Glenview Trust
Kentucky
$785K -$88K -620 -10%
MWA
487
Moser Wealth Advisors
Washington
$783K -$169K -1,194 -18%
Walleye Capital
488
Walleye Capital
New York
$780K +$639K +4,501 +425%
FNB
489
Farmers National Bank
Kentucky
$779K -$13.9K -98 -2%
LCM
490
Legato Capital Management
California
$773K +$782K +5,509 New
Thrivent Financial for Lutherans
491
Thrivent Financial for Lutherans
Minnesota
$773K +$4.4K +31 +0.6%
HI
492
Humankind Investments
New York
$761K +$11.9K +84 +2%
AFA
493
Abacus FCF Advisors
Florida
$759K +$16.7K +118 +2%
VCM
494
Viewpoint Capital Management
Washington
$750K +$48.4K +341 +7%
DT
495
Diversified Trust
Tennessee
$750K -$20K -141 -3%
MP
496
McDonald Partners
Ohio
$745K -$56.3K -397 -7%
SS
497
Simplicity Solutions
Minnesota
$744K -$81K -571 -10%
SIAG
498
Signet Investment Advisory Group
Rhode Island
$743K – – –
PWMAG
499
Pinnacle Wealth Management Advisory Group
New Jersey
$739K -$50K -352 -6%
AWA
500
Arete Wealth Advisors
Illinois
$737K -$33.2K -234 -4%