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Name Holding Trade Value Shares
Change
Change in
Stake
DC
776
Davenport & Co
Virginia
$312K -$11.5K -259 -4%
FPCG
777
Forum Private Client Group
Indiana
$310K +$302K +6,790 New
MAS
778
Meeder Advisory Services
Ohio
$309K -$67.5K -1,520 -18%
OWA
779
One Wealth Advisors
California
$308K -$6K -135 -2%
DWT
780
Dorsey & Whitney Trust
South Dakota
$308K -$30K -676 -9%
DA
781
Denali Advisors
California
$307K -$53.3K -1,200 -15%
OFS
782
OneAscent Financial Services
Alabama
$307K +$43.9K +989 +17%
SAM
783
Smithbridge Asset Management
Pennsylvania
$306K -$7.33K -165 -2%
CCA
784
Checchi Capital Advisers
California
$306K -$20.2K -454 -6%
CWM
785
Compass Wealth Management
Connecticut
$304K
CFG
786
Cooper Financial Group
California
$301K -$1.78K -40 -0.6%
FTC
787
Farmers Trust Company
Ohio
$300K
PCMF
788
Private Capital Management (Florida)
Florida
$299K
SFG
789
StrategIQ Financial Group
Indiana
$299K +$7.77K +175 +3%
KWA
790
Kingswood Wealth Advisors
California
$297K -$303K -6,818 -51%
BFC
791
Bedel Financial Consulting
Indiana
$296K
KFGK
792
Keystone Financial Group (Kentucky)
Kentucky
$295K -$88K -1,981 -23%
FWP
793
FAS Wealth Partners
Kansas
$295K +$577 +13 +0.2%
I
794
InceptionR
California
$294K +$285K +6,427 New
CA
795
CGN Advisors
Kansas
$293K
RWPA
796
Richard W. Paul & Associates
Michigan
$292K -$7.55K -170 -3%
WCM
797
Weik Capital Management
Pennsylvania
$292K +$3.77K +85 +1%
CBFP
798
Cedar Brook Financial Partners
Ohio
$291K +$282K +6,345 New
WAAG
799
Wealth Alliance Advisory Group
Kansas
$290K
WWM
800
Waterway Wealth Management
Texas
$289K +$280K +6,313 New