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Name Holding Trade Value Shares
Change
Change in
Stake
CW
551
CreativeOne Wealth
Kansas
$330K +$1.09K +20 +0.3%
MWM
552
Meridian Wealth Management
Kentucky
$329K
WSC
553
Wellington Shields & Co
New York
$328K +$43.5K +800 +15%
PFO
554
Pathstone Family Office
New Jersey
$327K -$6.14K -113 -2%
ACI
555
Alpha Cubed Investments
California
$326K +$325K +5,981 New
GG
556
Gofen & Glossberg
Illinois
$325K -$61.1K -1,124 -16%
APP
557
Avantax Planning Partners
Iowa
$325K -$5.05K -93 -2%
ANRIA
558
American National Registered Investment Advisor
Texas
$325K
SG
559
Stonnington Group
California
$325K +$43.5K +800 +17%
PCA
560
Personal Capital Advisors
California
$324K -$25.7K -474 -7%
CA
561
Calton & Associates
Florida
$323K -$9.07K -167 -3%
ETS
562
ESL Trust Services
New York
$323K
VVP
563
Venture Visionary Partners
Ohio
$321K +$26.7K +492 +9%
MWM
564
Mission Wealth Management
California
$320K -$27.8K -512 -8%
HI
565
Hendershot Investments
Virginia
$319K
KOC
566
Koss-Olinger Consulting
Florida
$318K +$10.5K +193 +3%
FWP
567
FAS Wealth Partners
Kansas
$317K +$2.88K +53 +0.9%
QT
568
Quantamental Technologies
New York
$313K +$312K +5,748 New
Two Sigma Investments
569
Two Sigma Investments
New York
$312K -$83.2M -1,532,409 -100%
DAS
570
Dynamic Advisor Solutions
Arizona
$311K -$217 -4 -0.1%
MIS
571
Morningstar Investment Services
Illinois
$310K +$18.3K +337 +6%
FPB
572
First PREMIER Bank
South Dakota
$309K +$27.9K +514 +10%
CC
573
Courier Capital
New York
$308K -$40.2K -740 -12%
FFA
574
Founders Financial Alliance
North Carolina
$307K
CHC
575
City Holding Co
West Virginia
$306K -$1.3K -24 -0.4%