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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
676
Whalen Wealth Management
Nevada
$229K
APP
677
Avantax Planning Partners
Iowa
$227K -$4K -55 -2%
SC
678
Syon Capital
California
$227K +$9.89K +136 +4%
PP
679
PDS Planning
Ohio
$223K -$23.8K -327 -9%
MFG
680
Merit Financial Group
Georgia
$222K +$43.5K +598 +22%
EFM
681
E Fund Management
China
$219K +$14.5K +199 +6%
TW
682
TrinityPoint Wealth
Connecticut
$219K +$7.13K +98 +3%
BCM
683
Becker Capital Management
Oregon
$219K -$23.6K -325 -9%
VC
684
Vicus Capital
Pennsylvania
$218K -$15.2K -209 -6%
BS
685
Banco Santander
Spain
$214K -$342K -4,701 -59%
APWM
686
Argonautica Private Wealth Management
Massachusetts
$214K
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$213K -$41.2K -566 -15%
FCP
688
Fidelis Capital Partners
Florida
$212K -$35.9K -494 -15%
RCA
689
Resonant Capital Advisors
Wisconsin
$211K -$138K -1,891 -37%
DAS
690
Diversify Advisory Services
Utah
$211K -$305K -4,197 -57%
Baird Financial Group
691
Baird Financial Group
Wisconsin
$210K +$43.4K +596 +23%
BJL
692
Brighton Jones LLC
Washington
$210K -$1.53K -21 -0.7%
UB
693
UMB Bank
Missouri
$210K -$101K -1,383 -30%
TCM
694
Triumph Capital Management
Colorado
$210K +$230K +3,160 New
BTWM
695
Baker Tilly Wealth Management
Wisconsin
$209K -$338K -4,650 -60%
A
696
Allianz
Germany
$209K
FMLI
697
Fukoku Mutual Life Insurance
Japan
$208K
BRWA
698
B. Riley Wealth Advisors
Florida
$208K -$93.9K -1,291 -29%
SAM
699
Smartleaf Asset Management
Massachusetts
$207K +$178K +2,447 +393%
CT
700
Colonial Trust
South Carolina
$206K +$8.29K +114 +4%