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Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
576
Brown Miller Wealth Management
Virginia
$410K +$103K +1,075 +33%
PAM
577
Palisade Asset Management
Minnesota
$406K -$7.2K -75 -2%
HWM
578
HB Wealth Management
Georgia
$401K -$86.8K -904 -18%
AP
579
Advisortrust Partners
North Carolina
$401K +$404K +4,204 New
PWP
580
Private Wealth Partners
California
$401K -$19.2K -200 -5%
WIM
581
Walsky Investment Management
Pennsylvania
$396K – – –
IF
582
Intrua Financial
Texas
$395K +$187K +1,949 +89%
Wealthfront Advisers
583
Wealthfront Advisers
California
$394K +$42K +438 +12%
SC
584
SummitTX Capital
Texas
$392K -$252K -2,626 -39%
PFS
585
Prospera Financial Services
Texas
$390K +$3.94K +41 +1%
SL
586
Sentinus LLC
Illinois
$386K +$388K +4,042 New
PPWP
587
Premier Path Wealth Partners
New Jersey
$384K -$123K -1,280 -24%
CB
588
CNB Bank
Pennsylvania
$382K – – –
PWAM
589
Private Wealth Asset Management
Iowa
$382K – – –
Mackenzie Financial
590
Mackenzie Financial
Ontario, Canada
$381K -$979K -10,198 -72%
DAS
591
DMKC Advisory Services
Iowa
$380K – – –
IAMOG
592
Investors Asset Management of Georgia
Georgia
$380K -$9.6K -100 -2%
RA
593
Royce & Associates
New York
$380K +$382K +3,978 New
NB
594
NBT Bank
New York
$378K -$26.4K -275 -6%
BC
595
Burney Company
Virginia
$377K -$22.5K -234 -6%
SAM
596
Sagewood Asset Management
New York
$377K +$27.8K +290 +8%
NWWA
597
New Wave Wealth Advisors
Arkansas
$375K +$377K +3,925 New
CD
598
Chapin Davis
Maryland
$374K +$376K +3,915 New
DJSG
599
D.J. St. Germain
Massachusetts
$373K -$2.4K -25 -0.6%
MCM
600
Mendel Capital Management
Arkansas
$372K -$74.6K -777 -17%