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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Meridian Wealth Management
Kentucky
$333K +$16.6K +320 +6%
CW
552
CreativeOne Wealth
Kansas
$333K +$315K +6,046 New
ANRIA
553
American National Registered Investment Advisor
Texas
$329K – – –
ETS
554
ESL Trust Services
New York
$327K – – –
CWM
555
Cornerstone Wealth Management
Missouri
$327K +$72.1K +1,386 +30%
TI
556
Trexquant Investment
Connecticut
$326K +$308K +5,918 New
RFM
557
Royal Fund Management
Florida
$325K +$41.6K +799 +16%
VVP
558
Venture Visionary Partners
Ohio
$324K -$10.4K -200 -4%
SRC
559
Sage Rhino Capital
California
$323K +$41K +788 +16%
HI
560
Hendershot Investments
Virginia
$323K +$305K +5,867 New
PWPS
561
Pinnacle Wealth Planning Services
Ohio
$322K +$71.7K +1,379 +31%
SSG
562
Summit Securities Group
New York
$322K +$304K +5,840 New
PSUF
563
People's United Financial
Connecticut
$319K -$47.6K -916 -14%
FWP
564
FAS Wealth Partners
Kansas
$318K -$731K -14,047 -71%
IFG
565
Independent Financial Group
California
$316K +$27.1K +520 +10%
DAS
566
Dynamic Advisor Solutions
Arizona
$315K -$31.5K -605 -10%
SWA
567
Stratos Wealth Advisors
Ohio
$313K +$21.2K +408 +8%
KOC
568
Koss-Olinger Consulting
Florida
$311K +$728 +14 +0.2%
FFA
569
Founders Financial Alliance
North Carolina
$310K +$52 +1 +0%
LWM
570
Laidlaw Wealth Management
New York
$309K +$43.4K +835 +18%
Fayez Sarofim & Co
571
Fayez Sarofim & Co
Texas
$307K – – –
BAAM
572
Baker Avenue Asset Management
California
$307K +$70.7K +1,359 +32%
V
573
Veritable
Delaware
$306K -$3.85K -74 -1%
GC
574
Gratus Capital
Georgia
$306K +$3.17K +61 +1%
AIP
575
Almanack Investment Partners
Pennsylvania
$306K +$285K +5,480 New