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Name Holding Trade Value Shares
Change
Change in
Stake
CI
676
Conning Inc
Connecticut
$262K -$3.04K -14 -1%
RFC
677
Regions Financial Corp
Alabama
$262K +$2.82K +13 +1%
ZCA
678
Zeke Capital Advisors
Pennsylvania
$261K +$261K +1,204 New
CG
679
Caprock Group
Idaho
$260K -$19.8K -91 -7%
BWP
680
BSW Wealth Partners
Colorado
$259K -$12.2K -56 -4%
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$259K +$14.1K +65 +6%
SWM
682
Spire Wealth Management
Virginia
$258K -$144K -665 -36%
CWM
683
Cahaba Wealth Management
Georgia
$257K -$55.6K -256 -18%
CCMG
684
Clark Capital Management Group
Pennsylvania
$253K -$23.6M -108,590 -99%
TWMP
685
Taylor Wealth Management Partners
Massachusetts
$253K -$434 -2 -0.2%
MCWA
686
Meadow Creek Wealth Advisors
Georgia
$251K -$4.13K -19 -2%
HNWAG
687
High Net Worth Advisory Group
Florida
$250K -$4.34K -20 -2%
SCM
688
Shelton Capital Management
Colorado
$249K – – –
CAM
689
Cresset Asset Management
Illinois
$248K -$147K -675 -31%
FFM
690
Forum Financial Management
Illinois
$246K -$2.39K -11 -1%
CWS
691
Confluence Wealth Services
Pennsylvania
$243K +$20.4K +94 +10%
CSPIA
692
Cary Street Partners Investment Advisory
Virginia
$243K +$243K +1,119 New
Cetera Investment Advisers
693
Cetera Investment Advisers
Illinois
$240K -$89.5K -412 -27%
PWS
694
Peterson Wealth Services
Utah
$240K +$13K +60 +6%
GIA
695
Gateway Investment Advisers
Ohio
$240K +$18.5K +85 +8%
CFFP
696
Center for Financial Planning
Michigan
$237K – – –
NW
697
NewEdge Wealth
Pennsylvania
$237K +$237K +1,091 New
DHFB
698
Dixon Hubard Feinour & Brown
Virginia
$230K -$39.1K -180 -15%
AFAS
699
Acorn Financial Advisory Services
Virginia
$229K -$2.61K -12 -1%
MA
700
Mutual Advisors
Nebraska
$228K -$38.7K -178 -15%