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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Marietta Wealth Management
Georgia
$500K -$813 -5 -0.2%
WIP
502
Wellesley Investment Partners
Massachusetts
$500K +$111K +685 +30%
TSWM
503
Triangle Securities Wealth Management
North Carolina
$499K -$1.63K -10 -0.3%
Balyasny Asset Management
504
Balyasny Asset Management
Illinois
$498K +$480K +2,956 New
Principal Financial Group
505
Principal Financial Group
Iowa
$497K -$113K -695 -19%
CPIG
506
Chicago Partners Investment Group
Illinois
$497K
VFA
507
Valeo Financial Advisors
Indiana
$492K -$30.2K -186 -6%
AAS
508
Avantax Advisory Services
Texas
$491K +$235K +1,443 +98%
WA
509
Wambolt & Associates
Colorado
$487K +$63.5K +391 +16%
KA
510
Kovack Advisors
Florida
$485K +$9.26K +57 +2%
1WA
511
180 Wealth Advisors
Washington
$484K -$34.3K -211 -7%
BSB
512
Bangor Savings Bank
Maine
$483K +$72.6K +447 +18%
CG
513
Caprock Group
Idaho
$482K +$2.6K +16 +0.6%
9WM
514
9258 Wealth Management
Ohio
$482K +$67.9K +418 +17%
BSW
515
Buckingham Strategic Wealth
Missouri
$481K +$26.2K +161 +6%
RMC
516
Resources Management Corp
Connecticut
$478K
IC
517
Inscription Capital
Texas
$475K -$70.7K -435 -13%
SWRP
518
Summit Wealth & Retirement Planning
California
$473K
PHS
519
Pekin Hardy Strauss
Illinois
$472K -$10.6K -65 -2%
FC
520
FCA Corp
Texas
$472K
WP
521
WealthPLAN Partners
Nebraska
$470K -$7.48K -46 -2%
CAM
522
Cozad Asset Management
Illinois
$469K -$34.6K -213 -7%
IBOK
523
Independence Bank of Kentucky
Kentucky
$467K -$4.06K -25 -0.9%
BFA
524
Beaumont Financial Advisors
Massachusetts
$467K
FAIM
525
Financial Advocates Investment Management
Washington
$467K +$151K +928 +50%