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Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1026
Wilbanks Smith & Thomas Asset Management
Virginia
$581K -$32.5K -128 -5%
TWP
1027
Tyche Wealth Partners
Texas
$579K +$582K +2,289 New
KA
1028
Kozak & Associates
Colorado
$578K +$254 +1 +0%
PSP
1029
Principal Street Partners
Tennessee
$577K -$37.9K -149 -6%
LSAG
1030
Lake Street Advisors Group
New Hampshire
$576K +$576K +2,267 New
CGL
1031
Clarius Group LLC
Washington
$576K -$37.1K -146 -6%
CI
1032
CX Institutional
Indiana
$574K -$14.2K -56 -2%
EIP
1033
Epoch Investment Partners
New York
$574K -$13K -51 -2%
NP
1034
NorthRock Partners
Minnesota
$570K +$297K +1,169 +109%
SP
1035
Stablepoint Partners
Massachusetts
$567K +$570K +2,242 New
AWM
1036
Avior Wealth Management
Nebraska
$562K +$5.08K +20 +0.9%
CFD
1037
Creative Financial Designs
Indiana
$561K -$9.91K -39 -2%
AWA
1038
Arete Wealth Advisors
Illinois
$558K +$17.8K +70 +3%
IP
1039
Intellectus Partners
California
$556K -$88.7K -349 -14%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$556K -$14.2K -56 -2%
RWM
1041
Ritholtz Wealth Management
New York
$556K -$199K -784 -26%
NHT
1042
New Hampshire Trust
New Hampshire
$555K
TIA
1043
Tiemann Investment Advisors
California
$554K -$8.89K -35 -2%
MCM
1044
MV Capital Management
Maryland
$553K +$2.03K +8 +0.4%
LFA
1045
Laraway Financial Advisors
Minnesota
$553K
FIA
1046
Foundations Investment Advisors
Arizona
$545K +$88.4K +348 +18%
WPC
1047
Wedmont Private Capital
Pennsylvania
$545K +$49.8K +196 +10%
MHIC
1048
Marble Harbor Investment Counsel
Massachusetts
$544K
LC
1049
Lindbrook Capital
California
$543K +$59.7K +235 +12%
LP
1050
LMR Partners
United Kingdom
$543K +$545K +2,147 New