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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1026
Diversify Advisory Services
Utah
$577K +$560K +2,125 New
KA
1027
Klingman & Associates
New York
$574K +$50.8K +193 +10%
RWM
1028
Rench Wealth Management
Texas
$574K +$1.58K +6 +0.3%
MF
1029
Magnetar Financial
Illinois
$574K +$542K +2,059 New
OQS
1030
Occudo Quantitative Strategies
Florida
$570K -$2.69M -10,219 -83%
BWM
1031
Biltmore Wealth Management
Arizona
$570K +$88.5K +336 +20%
GWM
1032
Geneos Wealth Management
Colorado
$566K -$12.4K -47 -2%
FAM
1033
Fred Alger Management
New York
$564K +$11.1K +42 +2%
MA
1034
Montag & Associates
Georgia
$561K +$52.7K +200 +11%
AAP
1035
Aristotle Atlantic Partners
Florida
$557K
FH
1036
FWG Holdings
Florida
$556K +$27.1K +103 +5%
RIA
1037
Regal Investment Advisors
Michigan
$552K +$522K +1,982 New
SP
1038
Stonebrook Private
Michigan
$551K +$16.1K +61 +3%
VAM
1039
Verity Asset Management
North Carolina
$551K +$521K +1,977 New
BWM
1040
Blossom Wealth Management
California
$550K -$14K -53 -3%
Fisher Asset Management
1041
Fisher Asset Management
Washington
$549K -$648K -2,460 -56%
CFSG
1042
Clark Financial Services Group
Missouri
$549K
CFG
1043
Certior Financial Group
Pennsylvania
$547K -$527 -2 -0.1%
PWAM
1044
Private Wealth Asset Management
Iowa
$546K +$12.6K +48 +3%
CTC
1045
Central Trust Company
Missouri
$545K +$32.4K +123 +7%
FRA
1046
Frank Rimerman Advisors
California
$545K -$5K -19 -1%
C
1047
Certuity
Florida
$542K -$238K -902 -32%
MMPW
1048
Mitchell McLeod Pugh & Williams
Alabama
$541K
PAA
1049
Peregrine Asset Advisers
Oregon
$540K +$510K +1,938 New
RWM
1050
Revisor Wealth Management
Ohio
$539K +$22.4K +85 +5%