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Name Holding Trade Value Shares
Change
Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$333K +$315K +6,046 New
ANRIA
552
American National Registered Investment Advisor
Texas
$329K
ETS
553
ESL Trust Services
New York
$327K
CWM
554
Cornerstone Wealth Management
Missouri
$327K +$72.1K +1,386 +30%
TI
555
Trexquant Investment
Connecticut
$326K +$308K +5,918 New
RFM
556
Royal Fund Management
Florida
$325K +$41.6K +799 +16%
VVP
557
Venture Visionary Partners
Ohio
$324K -$10.4K -200 -4%
SRC
558
Sage Rhino Capital
California
$323K +$41K +788 +16%
HI
559
Hendershot Investments
Virginia
$323K +$305K +5,867 New
PWPS
560
Pinnacle Wealth Planning Services
Ohio
$322K +$71.7K +1,379 +31%
SSG
561
Summit Securities Group
New York
$322K +$304K +5,840 New
PSUF
562
People's United Financial
Connecticut
$319K -$47.6K -916 -14%
FWP
563
FAS Wealth Partners
Kansas
$318K -$731K -14,047 -71%
IFG
564
Independent Financial Group
California
$316K +$27.1K +520 +10%
DAS
565
Dynamic Advisor Solutions
Arizona
$315K -$31.5K -605 -10%
SWA
566
Stratos Wealth Advisors
Ohio
$313K +$21.2K +408 +8%
KOC
567
Koss-Olinger Consulting
Florida
$311K +$728 +14 +0.2%
FFA
568
Founders Financial Alliance
North Carolina
$310K +$52 +1 +0%
LWM
569
Laidlaw Wealth Management
New York
$309K +$43.4K +835 +18%
Fayez Sarofim & Co
570
Fayez Sarofim & Co
Texas
$307K
BAAM
571
Baker Avenue Asset Management
California
$307K +$70.7K +1,359 +32%
V
572
Veritable
Delaware
$306K -$3.85K -74 -1%
GC
573
Gratus Capital
Georgia
$306K +$3.17K +61 +1%
AIP
574
Almanack Investment Partners
Pennsylvania
$306K +$285K +5,480 New
RMCM
575
Reynders McVeigh Capital Management
Massachusetts
$299K +$282K +5,424 New