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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
751
Avantax Planning Partners
Iowa
$1.49M +$34.5K +103 +3%
SN
752
Sittner & Nelson
Oregon
$1.49M +$1K +3 +0.1%
BIP
753
Blueprint Investment Partners
North Carolina
$1.49M +$270K +807 +24%
PA
754
Pinnacle Associates
New York
$1.49M +$34.2K +102 +2%
MG
755
Mather Group
Illinois
$1.49M +$890K +2,657 +174%
NW
756
Naviter Wealth
Arkansas
$1.48M -$41.5K -124 -3%
RWA
757
Ropes Wealth Advisors
Massachusetts
$1.46M +$335 +1 +0%
IWS
758
Insight Wealth Strategies
California
$1.46M -$44.2K -132 -3%
HTC
759
Haverford Trust Company
Pennsylvania
$1.46M -$86.4K -258 -6%
PP
760
PDT Partners
New York
$1.46M +$1.37M +4,100 New
WCM
761
Whitener Capital Management
North Carolina
$1.44M -$67K -200 -5%
SW
762
StrongBox Wealth
Missouri
$1.43M +$26.8K +80 +2%
AAS
763
Ameritas Advisory Services
Nebraska
$1.42M +$795K +2,373 +147%
CGL
764
Clarius Group LLC
Washington
$1.42M +$240K +716 +22%
VFA
765
Valeo Financial Advisors
Indiana
$1.38M +$362K +1,082 +38%
MGWM
766
Marks Group Wealth Management
Minnesota
$1.38M +$39.5K +118 +3%
VA
767
Valmark Advisers
Ohio
$1.37M +$2.68K +8 +0.2%
LIM
768
Leavell Investment Management
Alabama
$1.37M -$16.1K -48 -1%
CT
769
Caldwell Trust
Florida
$1.37M +$58.3K +174 +5%
DWT
770
Dorsey & Whitney Trust
South Dakota
$1.37M +$235K +701 +22%
VSQM
771
V-Square Quantitative Management
Illinois
$1.36M +$1.29M +3,839 New
MCM
772
MAI Capital Management
Ohio
$1.35M -$150K -448 -11%
AWM
773
Axxcess Wealth Management
California
$1.35M +$234K +699 +23%
NAG
774
Northstar Advisory Group
New Jersey
$1.35M +$1.27M +3,794 New
AWM
775
Apollon Wealth Management
South Carolina
$1.34M +$1.34K +4 +0.1%
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