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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
551
Outlook Wealth Advisors
Texas
$229K +$3.09K +11 +1%
CHAM
552
Clear Harbor Asset Management
Connecticut
$229K
RGC
553
Roberts, Glore & Co
Illinois
$229K -$32K -114 -13%
CGH
554
Crossmark Global Holdings
Texas
$229K -$240K -854 -52%
MWM
555
Mattern Wealth Management
Kansas
$229K -$53.1K -189 -19%
RWM
556
Revisor Wealth Management
Ohio
$227K -$2.25K -8 -1%
BC
557
Burney Company
Virginia
$225K
AAM
558
Aureus Asset Management
Massachusetts
$225K
MAS
559
Meeder Advisory Services
Ohio
$223K -$2.53K -9 -1%
AWM
560
Angeles Wealth Management
California
$219K +$212K +756 New
PWMAG
561
Pinnacle Wealth Management Advisory Group
New Jersey
$218K +$211K +750 New
NWAG
562
Net Worth Advisory Group
Utah
$217K -$5.33K -19 -2%
KeyBank National Association
563
KeyBank National Association
Ohio
$217K +$210K +747 New
DB
564
Danske Bank
Denmark
$215K -$5.93M -21,120 -97%
PIM
565
Provident Investment Management
Michigan
$214K -$70.2K -250 -25%
MFS
566
Mirabella Financial Services
United Kingdom
$214K +$207K +738 New
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
$214K +$207K +737 New
WSFS
568
Wilmington Savings Fund Society
Delaware
$212K +$22.5K +80 +12%
MCM
569
Marathon Capital Management
Maryland
$212K +$205K +730 New
AC
570
Apella Capital
Connecticut
$212K +$205K +729 New
IG
571
ING Group
Netherlands
$212K +$205K +729 New
WTC
572
WhitTier Trust Company
Nevada
$209K -$97.7K -348 -33%
CFG
573
Citizens Financial Group
Rhode Island
$209K +$202K +719 New
PCIA
574
Prime Capital Investment Advisors
Kansas
$208K -$433K -1,542 -68%
DE
575
Diversified Enterprises
Delaware
$207K +$4.21K +15 +2%