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Name Holding Trade Value Shares
Change
Change in
Stake
OQS
1026
Occudo Quantitative Strategies
Florida
$240K +$236K +992 New
PWPS
1027
Pinnacle Wealth Planning Services
Ohio
$240K -$1.19K -5 -0.5%
MAM
1028
Meeder Asset Management
Ohio
$239K -$729K -3,063 -76%
CP
1029
Covenant Partners
Tennessee
$237K -$265K -1,113 -53%
CAM
1030
Cresset Asset Management
Illinois
$237K -$60.4K -254 -4%
SVWAG
1031
Sound View Wealth Advisors Group
Georgia
$237K +$235K +990 New
IA
1032
Insight Advisors
Pennsylvania
$237K +$234K +982 New
QCIG
1033
Quad-Cities Investment Group
Iowa
$237K +$232K +977 New
ACA
1034
Aptus Capital Advisors
Alabama
$236K -$7.61K -32 -3%
SFG
1035
Sovereign Financial Group
Connecticut
$236K +$232K +976 New
SMC
1036
Smith, Moore & Co
Missouri
$236K -$30K -126 -11%
CG
1037
Colony Group
Massachusetts
$236K +$231K +973 New
CTA
1038
Colonial Trust Advisors
South Carolina
$236K
SIM
1039
SSI Investment Management
California
$236K
NP
1040
NorthRock Partners
Minnesota
$233K -$30.4K -128 -12%
KWM
1041
Keebeck Wealth Management
Illinois
$233K +$229K +963 New
TIA
1042
Trust Investment Advisors
Indiana
$233K +$229K +962 New
MIM
1043
Marco Investment Management
Georgia
$233K +$228K +960 New
CCA
1044
Column Capital Advisors
Indiana
$232K +$45.7K +192 +25%
WPC
1045
Wedmont Private Capital
Pennsylvania
$231K +$225K +948 New
SIM
1046
Sentry Investment Management
Wisconsin
$231K
CPA
1047
Court Place Advisors
Maryland
$231K +$227K +953 New
NG
1048
NatWest Group
United Kingdom
$231K +$226K +952 New
LPT
1049
Legacy Private Trust
Wisconsin
$230K +$226K +950 New
AFP
1050
Ausdal Financial Partners
Iowa
$229K -$27.6K -116 -11%