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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$267K +$25.3K +697 +8%
HR
702
Howe & Rusling
New York
$266K +$3.77K +104 +1%
MWM
703
Meridian Wealth Management
Kentucky
$265K +$1.63K +45 +0.5%
DILIC
704
Dai-ichi Life Insurance Company
Japan
$263K -$1.63M -45,000 -82%
CHJWM
705
Carlton Hofferkamp & Jenks Wealth Management
Texas
$262K -$5.08K -140 -2%
MWM
706
Modern Wealth Management
Kansas
$262K +$40K +1,102 +13%
BAM
707
Blueshift Asset Management
New Jersey
$262K +$348K +9,583 New
FAM
708
Formidable Asset Management
Ohio
$262K +$228K +6,290 New
AIM
709
AMI Investment Management
Indiana
$262K – – –
SW
710
SteelPeak Wealth
California
$262K -$40.6K -1,120 -10%
FAB
711
First American Bank
Illinois
$260K -$2.07K -57 -0.6%
Kovitz Investment Group Partners
712
Kovitz Investment Group Partners
Illinois
$260K -$4.14K -114 -1%
RFA
713
Register Financial Advisors
Georgia
$260K +$290 +8 +0.1%
SMC
714
Smith, Moore & Co
Missouri
$259K -$167K -4,596 -33%
RA
715
RFG Advisory
Alabama
$257K -$26.5K -731 -7%
ATPW
716
Ashton Thomas Private Wealth
Arizona
$257K -$5.99K -165 -2%
ABC
717
Associated Banc-Corp
Wisconsin
$254K +$43.3K +1,193 +15%
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$252K -$44.3K -1,221 -12%
Dodge & Cox
719
Dodge & Cox
California
$249K -$21.7K -599 -6%
VCA
720
Verdence Capital Advisors
Maryland
$249K -$472 -13 -0.1%
MG
721
Mather Group
Illinois
$249K -$77.6K -2,137 -19%
PWA
722
Provenance Wealth Advisors
Florida
$248K +$10.3K +285 +3%
WBWA
723
William B. Walkup & Associates
South Carolina
$248K -$92.4K -2,546 -22%
AA
724
Argent Advisors
Louisiana
$248K – – –
TSS
725
Two Sigma Securities
New York
$247K +$1.85K +51 +0.6%