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Name Holding Trade Value Shares
Change
Change in
Stake
AI
576
Accredited Investors
Minnesota
$555K +$220 +2 +0%
AG
577
Ascent Group
Virginia
$555K +$13.3K +121 +3%
CI
578
Cigna Investments
Connecticut
$550K -$3.4K -31 -0.6%
WAP
579
Wealthcare Advisory Partners
Pennsylvania
$547K +$185K +1,688 +54%
PCMU
580
Paragon Capital Management (Utah)
Utah
$547K +$531K +4,833 New
AWS
581
Atria Wealth Solutions
New York
$545K -$55.7K -507 -10%
IAN
582
Integrated Advisors Network
Texas
$536K -$18.3K -167 -3%
PWPS
583
Pinnacle Wealth Planning Services
Ohio
$532K +$81K +738 +19%
AWM
584
AE Wealth Management
Kansas
$528K +$104K +948 +25%
EA
585
Emerald Advisers
Pennsylvania
$528K -$8.67K -79 -2%
CCA
586
Column Capital Advisors
Indiana
$526K -$31.7K -289 -6%
Carson Wealth (CWM LLC)
587
Carson Wealth (CWM LLC)
Nebraska
$526K +$69.5K +633 +16%
WPC
588
Wedmont Private Capital
Pennsylvania
$522K +$182K +1,654 +58%
WF
589
Welch & Forbes
Massachusetts
$520K
MNBTD
590
Moody National Bank Trust Division
Texas
$519K +$4.72K +43 +0.9%
BJL
591
Brighton Jones LLC
Washington
$516K +$6.04K +55 +1%
FP
592
Foundry Partners
Minnesota
$515K +$500K +4,552 New
OGF
593
Orin Green Financial
California
$515K
LA
594
Legacy Advisors
Pennsylvania
$512K +$156K +1,418 +46%
VCM
595
Virtue Capital Management
Tennessee
$511K +$495K +4,511 New
BAM
596
Blueshift Asset Management
New Jersey
$502K +$487K +4,437 New
TAM
597
Trust Asset Management
Texas
$501K
GT
598
Glenmede Trust
Pennsylvania
$497K +$3.84K +35 +0.8%
MA
599
Montag & Associates
Georgia
$495K +$84.1K +766 +21%
JIP
600
Jaffetilchin Investment Partners
Florida
$485K -$72.8K -663 -13%