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Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
1126
Howard Capital Management Group
California
$360K -$13.9K -172 -4%
Wealth Enhancement Advisory Services
1127
Wealth Enhancement Advisory Services
Minnesota
$359K -$37.9K -468 -10%
WA
1128
Wealth Alliance
New York
$359K +$729 +9 +0.2%
BHWM
1129
Bar Harbor Wealth Management
New Hampshire
$358K -$24.1K -298 -7%
VT
1130
Vise Technologies
New York
$358K +$8.99K +111 +3%
WP
1131
Westmount Partners
California
$358K -$21.9K -271 -6%
CNBTD
1132
Citizens National Bank Trust Department
Mississippi
$357K -$15.2K -188 -4%
BWAM
1133
Boyd Watterson Asset Management
Ohio
$357K -$972 -12 -0.3%
KCM
1134
Kathmere Capital Management
Pennsylvania
$356K +$4.37K +54 +1%
IIC
1135
Ironwood Investment Counsel
Arizona
$356K -$2.59K -32 -0.8%
FPAS
1136
Focus Partners Advisor Solutions
Missouri
$355K +$34K +420 +12%
Jones Financial Companies
1137
Jones Financial Companies
Missouri
$354K +$109K +1,345 +50%
CBT
1138
CoreFirst Bank & Trust
Kansas
$354K -$21K -259 -6%
LCM
1139
Lazari Capital Management
California
$354K +$327K +4,032 New
BTWM
1140
Baker Tilly Wealth Management
Wisconsin
$353K -$10.7K -132 -3%
WAM
1141
Walker Asset Management
Missouri
$353K +$81 +1 +0%
FWIA
1142
Fort Washington Investment Advisors
Ohio
$352K -$26.6K -328 -8%
MIM
1143
Merrion Investment Management
New Jersey
$352K +$325K +4,010 New
SWA
1144
Stratos Wealth Advisors
Ohio
$351K +$486 +6 +0.1%
CW
1145
CreativeOne Wealth
Kansas
$351K +$4.94K +61 +2%
VP
1146
Verum Partners
North Carolina
$349K +$486 +6 +0.2%
LA
1147
Legacy Advisors
Pennsylvania
$349K +$1.13K +14 +0.4%
CC
1148
Corton Capital
Ontario, Canada
$348K +$322K +3,973 New
CB
1149
Community Bank
New York
$348K -$39.2K -484 -11%
APP
1150
Avantax Planning Partners
Iowa
$345K +$10.9K +134 +4%