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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$1.47M -$17.1K -1,320 -1%
APP
427
Avantax Planning Partners
Iowa
$1.45M +$961K +74,045 +172%
AWC
428
Abundance Wealth Counselors
Pennsylvania
$1.45M +$1.51M +116,544 New
Cerity Partners
429
Cerity Partners
New York
$1.45M -$389K -29,969 -20%
NLP
430
Next Level Private
New York
$1.43M +$513K +39,518 +52%
WWM
431
Wolff Wiese Magana
California
$1.42M -$399K -30,736 -21%
BCI
432
Brinker Capital Investments
Pennsylvania
$1.41M -$233K -17,942 -14%
OPS
433
Orion Portfolio Solutions
Nebraska
$1.41M -$233K -17,942 -14%
JFG
434
Jefferies Financial Group
New York
$1.39M +$1.25M +96,129 +604%
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$1.38M +$273K +21,046 +23%
IAMOG
436
Investors Asset Management of Georgia
Georgia
$1.38M -$49.1K -3,779 -3%
AWA
437
Arkadios Wealth Advisors
Georgia
$1.37M +$21.3K +1,639 +2%
KWM
438
Kingsview Wealth Management
Oregon
$1.37M -$413K -31,801 -22%
KCM
439
Kendall Capital Management
Maryland
$1.37M +$237K +18,240 +20%
BAM
440
Blueshift Asset Management
New Jersey
$1.37M +$1.43M +109,962 New
BWM
441
Baron Wealth Management
Michigan
$1.36M -$11.5K -886 -0.8%
Luther King Capital Management (LKCM)
442
Luther King Capital Management (LKCM)
Texas
$1.35M -$9.49K -731 -0.7%
CIP
443
Convergence Investment Partners
Florida
$1.35M +$1.62K +125 +0.1%
AP
444
Americana Partners
Texas
$1.33M -$540K -41,588 -28%
UCFA
445
United Capital Financial Advisors
Texas
$1.29M +$520K +40,025 +62%
RCAG
446
Rehmann Capital Advisory Group
Michigan
$1.29M +$57.7K +4,447 +4%
LNC
447
Lincoln National Corp
Pennsylvania
$1.29M -$140K -10,818 -9%
CAMG
448
CWA Asset Management Group
Florida
$1.29M -$2.91K -224 -0.2%
TCM
449
Twin Capital Management
Pennsylvania
$1.29M -$102K -7,874 -7%
NHT
450
New Hampshire Trust
New Hampshire
$1.29M +$26.9K +2,070 +2%