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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
976
Annex Advisory Services
Wisconsin
$355K -$1.3K -6 -0.3%
HSA
977
HBK Sorce Advisory
Pennsylvania
$353K +$2.61K +12 +0.7%
AWM
978
Apollon Wealth Management
South Carolina
$352K +$5.87K +27 +2%
MFG
979
Menard Financial Group
Texas
$352K +$11.7K +54 +3%
DIA
980
Dana Investment Advisors
Wisconsin
$349K -$19.3K -89 -5%
QCM
981
Quest Capital Management
Texas
$349K -$4.13K -19 -1%
CPIG
982
Chicago Partners Investment Group
Illinois
$349K +$3.91K +18 +1%
PP
983
Prudential plc
United Kingdom
$348K -$1.07M -4,932 -74%
FFA
984
First Foundation Advisors
California
$347K -$15K -69 -4%
CWM
985
Chesapeake Wealth Management
Virginia
$346K -$67.4K -310 -16%
CB
986
Community Bank
New York
$346K -$2.39K -11 -0.6%
LRIC
987
Long Road Investment Counsel
Michigan
$346K – – –
JFA
988
JNBA Financial Advisors
Minnesota
$344K +$4.56K +21 +1%
CA
989
Clearstead Advisors
Ohio
$342K +$3.26K +15 +0.9%
HCM
990
Hengehold Capital Management
Ohio
$340K – – –
EWM
991
Empirical Wealth Management
Washington
$336K +$11.5K +53 +3%
GFP
992
Gryphon Financial Partners
Ohio
$333K +$361K +1,660 New
SW
993
SlateStone Wealth
Florida
$332K – – –
CG
994
Corundum Group
Colorado
$331K +$8.26K +38 +2%
IP
995
Isthmus Partners
Wisconsin
$330K – – –
1WA
996
180 Wealth Advisors
Washington
$329K -$11.1K -51 -3%
BDFN
997
Bond & Devick Financial Network
Minnesota
$329K – – –
EM
998
ELCO Management
New York
$329K +$3.26K +15 +0.9%
PCP
999
Proficio Capital Partners
Massachusetts
$329K +$9.56K +44 +3%
MA
1000
Montag & Associates
Georgia
$328K – – –