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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
626
Integrated Advisors Network
Texas
$220K +$206K +1,396 New
KCP
627
Kera Capital Partners
California
$220K +$206K +1,392 New
SIG
628
Stonegate Investment Group
Alabama
$219K +$205K +1,389 New
FWM
629
Fonville Wealth Management
Virginia
$217K +$203K +1,375 New
AWA
630
Aaron Wealth Advisors
Illinois
$216K +$202K +1,368 New
EFSCE
631
Enterprise Financial Services Corp (EFSC)
Missouri
$214K +$201K +1,359 New
TWA
632
TCI Wealth Advisors
Arizona
$213K +$200K +1,351 New
MAS
633
Meeder Advisory Services
Ohio
$212K +$199K +1,343 New
WAM
634
Werlinich Asset Management
Connecticut
$211K +$198K +1,340 New
KFP
635
KMG Fiduciary Partners
Ohio
$211K +$198K +1,336 New
PCM
636
Prelude Capital Management
New York
$210K -$175K -1,183 -47%
ECM
637
Evergreen Capital Management
Washington
$209K +$196K +1,326 New
EWA
638
EverSource Wealth Advisors
Alabama
$208K -$147K -997 -43%
PWP
639
Phillips Wealth Planners
Mississippi
$208K +$190K +1,285 New
AFPL
640
Advus Financial Partners, LLC
Florida
$208K +$195K +1,317 New
AA
641
Ancora Advisors
Ohio
$205K
IAA
642
Independent Advisor Alliance
North Carolina
$204K +$191K +1,292 New
TIAA Trust, National Association
643
TIAA Trust, National Association
North Carolina
$200K -$33.3K -225 -15%
SAM
644
Smartleaf Asset Management
Massachusetts
$198K +$126K +855 +206%
1M
645
1248 Management
Missouri
$197K
AIP
646
Ameritas Investment Partners
Nebraska
$197K
FHA
647
First Horizon Advisors
Tennessee
$192K +$36.1K +244 +25%
ETC
648
Exchange Traded Concepts
Oklahoma
$187K -$12.6K -85 -7%
KFI
649
Key Financial Inc
Pennsylvania
$183K
CSP
650
Cary Street Partners
Virginia
$182K -$25.3K -171 -13%