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Name Holding Trade Value Shares
Change
Change in
Stake
IWS
751
Insight Wealth Strategies
California
$1.38M +$27K +86 +2%
SN
752
Sittner & Nelson
Oregon
$1.38M +$31.7K +101 +2%
FMB
753
Field & Main Bank
Kentucky
$1.37M +$1.57K +5 +0.1%
LOAMS
754
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.37M +$1.32M +4,199 New
CI
755
Conning Inc
Connecticut
$1.36M -$13.8K -44 -1%
GVAG
756
Great Valley Advisor Group
Delaware
$1.36M -$313 -1 -0%
QCG
757
Quadrant Capital Group
Ohio
$1.36M +$426K +1,360 +48%
BP
758
Ballentine Partners
Massachusetts
$1.36M +$114K +364 +10%
RWA
759
Ropes Wealth Advisors
Massachusetts
$1.34M +$188K +599 +17%
CFA
760
CWS Financial Advisors
Michigan
$1.34M +$329K +1,049 +28%
APP
761
Avantax Planning Partners
Iowa
$1.34M +$218K +694 +20%
MCM
762
Mitchell Capital Management
Kansas
$1.34M +$11K +35 +0.9%
PA
763
Pinnacle Associates
New York
$1.33M +$27.3K +87 +2%
AWM
764
Angeles Wealth Management
California
$1.31M +$854K +2,725 +209%
SSG
765
Summit Securities Group
New York
$1.31M +$444K +1,418 +55%
OPS
766
Orion Portfolio Solutions
Nebraska
$1.31M +$196K +625 +18%
Capstone Investment Advisors
767
Capstone Investment Advisors
New York
$1.31M -$7.64M -24,362 -86%
SW
768
StrongBox Wealth
Missouri
$1.29M -$627 -2 -0.1%
LIM
769
Leavell Investment Management
Alabama
$1.27M -$39.2K -125 -3%
VA
770
Valmark Advisers
Ohio
$1.26M -$15K -48 -1%
VWM
771
Venturi Wealth Management
Texas
$1.25M -$8.78K -28 -0.7%
AWM
772
Apollon Wealth Management
South Carolina
$1.23M +$45.1K +144 +4%
MGWM
773
Marks Group Wealth Management
Minnesota
$1.23M -$339K -1,083 -22%
DCM
774
Donaldson Capital Management
Indiana
$1.22M -$119K -379 -9%
S
775
swisspartners
Liechtenstein
$1.22M +$207K +660 +22%