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Name Holding Trade Value Shares
Change
Change in
Stake
PNC
601
Park National Corp
Ohio
$525K -$24.9K -2,441 -5%
LFA
602
Legacy Financial Advisors
Kentucky
$521K -$27K -2,648 -5%
CWM
603
Cedar Wealth Management
California
$521K
MA
604
MONECO Advisors
Connecticut
$517K +$18.7K +1,838 +4%
IAS
605
Insigneo Advisory Services
Florida
$515K +$30.5K +2,992 +7%
IFWM
606
Institute for Wealth Management
Colorado
$515K -$14.6K -1,436 -3%
MFS
607
Mirabella Financial Services
United Kingdom
$515K -$2.04M -200,449 -81%
SWM
608
Silverlake Wealth Management
Vermont
$513K +$134K +13,113 +38%
OAM
609
Occidental Asset Management
California
$512K -$10 -1 -0%
SAM
610
Smartleaf Asset Management
Massachusetts
$511K -$41.8K -4,109 -8%
TFGT
611
TS Financial Group (TSFG)
Illinois
$509K +$3.63K +357 +0.8%
KWM
612
Kaydan Wealth Management
Michigan
$509K +$40.5K +3,974 +9%
FA
613
Fiduciary Alliance
South Carolina
$507K +$1.51K +148 +0.3%
IWP
614
Insight Wealth Partners
Texas
$507K +$6.48K +636 +1%
MC
615
Moors & Cabot
Massachusetts
$499K -$5.45K -535 -1%
SMH
616
Sanders Morris Harris
Texas
$499K
AFG
617
Atomi Financial Group
New York
$498K +$61.4K +6,026 +15%
BAM
618
BOS Asset Management
Illinois
$494K +$3.92K +385 +0.9%
Financial Engines Advisors
619
Financial Engines Advisors
California
$494K -$70.2K -6,890 -13%
KFA
620
Krane Funds Advisors
New York
$493K +$289K +28,401 +167%
MWM
621
Maripau Wealth Management
Indiana
$492K +$6.59K +647 +1%
MGIA
622
Moneta Group Investment Advisors
Missouri
$492K -$99.9K -9,808 -18%
AAS
623
Ameritas Advisory Services
Nebraska
$491K -$48.3K -4,745 -9%
OFG
624
Oxford Financial Group
Indiana
$490K +$4.32K +424 +0.9%
AA
625
Advisory Alpha
Michigan
$490K +$122K +11,954 +36%