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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
401
Pinnacle Wealth Planning Services
Ohio
$1.51M +$64.5K +5,800 +5%
APP
402
Avantax Planning Partners
Iowa
$1.5M +$67.4K +6,058 +5%
OIA
403
OneDigital Investment Advisors
Kansas
$1.5M -$63.8K -5,732 -4%
PAM
404
Panagora Asset Management
Massachusetts
$1.49M
MWM
405
Meridian Wealth Management
Kentucky
$1.49M -$5.96M -535,982 -81%
WFS
406
Widmann Financial Services
Maryland
$1.48M -$135K -12,144 -9%
RC
407
Roundview Capital
New Jersey
$1.47M -$18.7K -1,682 -1%
FMWA
408
Forvis Mazars Wealth Advisors
Missouri
$1.43M -$24.6K -2,210 -2%
AG
409
Ascent Group
Virginia
$1.41M -$71.4K -6,420 -6%
BMSSC
410
B. Metzler seel. Sohn & Co
Germany
$1.4M -$189K -16,958 -13%
VVP
411
Venture Visionary Partners
Ohio
$1.4M -$277K -24,908 -18%
JPMIA
412
J.P. Marvel Investment Advisors
Massachusetts
$1.4M -$706K -63,405 -36%
MG
413
Marex Group
$1.38M +$1.26M +113,100 New
KeyBank National Association
414
KeyBank National Association
Ohio
$1.37M +$184K +16,575 +17%
KF
415
Krilogy Financial
Missouri
$1.36M -$301K -27,018 -20%
USAA
416
United Services Automobile Association
Texas
$1.36M +$127K +11,396 +11%
DAS
417
Dynamic Advisor Solutions
Arizona
$1.34M -$81.7K -7,339 -6%
FAIM
418
Financial Advocates Investment Management
Washington
$1.33M +$324K +29,088 +36%
IAMOG
419
Investors Asset Management of Georgia
Georgia
$1.33M -$29.3K -2,636 -2%
KWM
420
Kingsview Wealth Management
Oregon
$1.33M -$15.1K -1,354 -1%
VIP
421
Vista Investment Partners
Oklahoma
$1.32M +$1.21M +108,520 New
Ninety One (UK)
422
Ninety One (UK)
United Kingdom
$1.32M +$1.2M +108,184 New
N
423
Natixis
France
$1.31M -$9.48M -851,687 -89%
RCAG
424
Rehmann Capital Advisory Group
Michigan
$1.3M +$29.3K +2,634 +3%
AWA
425
Arkadios Wealth Advisors
Georgia
$1.29M -$48.8K -4,389 -4%