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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Modern Wealth Management
Kansas
$522K -$2.94K -45 -0.5%
DT
752
Diversified Trust
Tennessee
$519K +$172K +2,632 +39%
AW
753
Alteri Wealth
California
$517K -$1.44K -22 -0.2%
Koshinski Asset Management
754
Koshinski Asset Management
Illinois
$516K +$381K +5,846 +169%
PP
755
Patron Partners
Texas
$511K +$1.44K +22 +0.2%
NCM
756
Narwhal Capital Management
Georgia
$508K -$181K -2,780 -23%
RFA
757
ROI Financial Advisors
Oregon
$506K +$10.7K +164 +2%
CCA
758
Childress Capital Advisors
Texas
$505K +$135K +2,075 +30%
WDG
759
Wealth Dimensions Group
Ohio
$502K +$1.57K +24 +0.3%
ZI
760
ZEGA Investments
Florida
$502K +$3.33K +51 +0.6%
WCM
761
Weik Capital Management
Pennsylvania
$496K +$15.7K +240 +3%
SEP
762
Signature Equity Partners
Ohio
$495K +$312K +4,785 +116%
LFG
763
Larson Financial Group
Missouri
$495K +$44.4K +680 +8%
MG
764
Mather Group
Illinois
$492K +$132K +2,029 +30%
SWP
765
Sagespring Wealth Partners
Tennessee
$491K -$242K -3,716 -30%
PI
766
Pettee Investors
Connecticut
$491K
SDIC
767
South Dakota Investment Council
South Dakota
$489K +$130K +2,000 +29%
NG
768
Norden Group
Utah
$487K +$193K +2,958 +51%
HIMS
769
Hager Investment Management Services
New Hampshire
$485K -$378K -5,790 -40%
TA
770
Tectonic Advisors
Texas
$482K +$566K +8,677 New
FWCM
771
Ferguson Wellman Capital Management
Oregon
$482K -$130 -2 -0%
GT
772
Glenview Trust
Kentucky
$478K +$2.48K +38 +0.4%
DC
773
Davenport & Co
Virginia
$478K +$3.39K +52 +0.6%
W
774
Wealthquest
Ohio
$476K +$55.8K +855 +11%
FFS
775
Flavin Financial Services
Florida
$474K -$15.2K -233 -3%