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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
576
Merit Financial Group
Georgia
$1.12M -$485K -2,087 -30%
Focus Partners Wealth
577
Focus Partners Wealth
Massachusetts
$1.11M +$435K +1,873 +61%
PA
578
Parallel Advisors
California
$1.11M -$3.02K -13 -0.3%
AFCM
579
Applied Finance Capital Management
Puerto Rico
$1.1M +$45.7K +197 +4%
PBK
580
Peoples Bank (Kansas)
Kansas
$1.1M +$1.14M +4,895 New
NIM
581
NEOS Investment Management
Connecticut
$1.09M +$189K +812 +20%
LNB
582
Ledyard National Bank
$1.07M +$210K +904 +23%
CL
583
Choreo LLC
Illinois
$1.07M +$176K +758 +19%
BCWM
584
Bartlett & Co Wealth Management
Ohio
$1.06M -$3.48K -15 -0.3%
OQS
585
Occudo Quantitative Strategies
Florida
$1.06M +$1.09M +4,715 New
SIA
586
Schechter Investment Advisors
Michigan
$1.06M -$3.25K -14 -0.3%
SAM
587
Smithbridge Asset Management
Pennsylvania
$1.06M +$502K +2,164 +85%
NC
588
nVerses Capital
Florida
$1.06M +$441K +1,900 +68%
AWM
589
Apollon Wealth Management
South Carolina
$1.06M -$6.96K -30 -0.6%
CIA
590
Cape Investment Advisory
Georgia
$1.06M -$5.11K -22 -0.5%
DAS
591
Diversify Advisory Services
Utah
$1.05M -$194K -836 -16%
EWM
592
Elmwood Wealth Management
California
$1.05M -$175K -754 -14%
MWM
593
MGB Wealth Management
Texas
$1.04M +$171K +735 +19%
MSAM
594
Moloney Securities Asset Management
Missouri
$1.03M +$112K +481 +12%
MYIA
595
Mount Yale Investment Advisors
Colorado
$1.02M -$68K -293 -6%
CCT
596
Capital City Trust
Florida
$1M
VWM
597
Venturi Wealth Management
Texas
$1M +$10.7K +46 +1%
HAG
598
HF Advisory Group
Maryland
$1M +$95.7K +412 +10%
CFB
599
Cullen/Frost Bankers
Texas
$994K -$3.71K -16 -0.4%
OAM
600
Oak Asset Management
California
$989K -$34.8K -150 -3%