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Name Holding Trade Value Shares
Change
Change in
Stake
APP
501
Avantax Planning Partners
Iowa
$293K -$1.88K -41 -0.6%
CC
502
Courier Capital
New York
$293K
TCA
503
Transcend Capital Advisors
New Jersey
$290K -$51.9K -1,129 -15%
ET
504
Equitable Trust
Tennessee
$290K +$11.8K +256 +4%
Janus Henderson Group
505
Janus Henderson Group
$288K +$288K +6,259 New
BFO
506
Boston Family Office
Massachusetts
$284K -$65.7K -1,431 -19%
DAS
507
Dynamic Advisor Solutions
Arizona
$284K +$24.9K +543 +10%
CA
508
Cullinan Associates
Kentucky
$283K +$3.67K +80 +1%
MFA
509
Mayflower Financial Advisors
Massachusetts
$282K +$282K +6,129 New
TA
510
Tectonic Advisors
Texas
$278K +$278K +6,043 New
ANRIA
511
American National Registered Investment Advisor
Texas
$275K
PP
512
Professional Planning
California
$274K +$274K +5,961 New
9WM
513
9258 Wealth Management
Ohio
$272K -$136K -2,964 -33%
SSB
514
Sandy Spring Bank
Maryland
$271K
CBT
515
Capital Bank & Trust
California
$270K -$10.1M -219,114 -97%
HFA
516
Hoover Financial Advisors
Pennsylvania
$269K
SN
517
Sittner & Nelson
Oregon
$266K +$266K +5,786 New
EWA
518
EP Wealth Advisors
California
$265K -$44.2K -963 -14%
KMWM
519
Keudell/Morrison Wealth Management
Oregon
$262K -$227K -4,942 -46%
H
520
HoyleCohen
California
$262K +$261K +5,689 New
Koshinski Asset Management
521
Koshinski Asset Management
Illinois
$261K -$109K -2,369 -29%
CIAS
522
Capital Investment Advisory Services
North Carolina
$260K -$13.3K -289 -5%
JCM
523
Jacobi Capital Management
Pennsylvania
$257K +$43.1K +939 +20%
HSA
524
HBK Sorce Advisory
Pennsylvania
$255K -$83.3K -1,814 -25%
GC
525
Gratus Capital
Georgia
$255K +$2.57K +56 +1%