Name Holding Trade Value Shares
Change
Change in
Stake
MP
776
McDonald Partners
Ohio
$971K -$257K -895 -20%
ECM
777
Estabrook Capital Management
New York
$960K -$2.87K -10 -0.3%
PA
778
Parallel Advisors
California
$951K -$40.8K -142 -4%
RWA
779
Ropes Wealth Advisors
Massachusetts
$946K – – –
WWA
780
WCG Wealth Advisors
Nevada
$944K -$40.5K -141 -4%
FFM
781
Forum Financial Management
Illinois
$940K -$81K -282 -7%
BWIA
782
Bryant Woods Investment Advisors
New York
$940K – – –
CCA
783
Cobblestone Capital Advisors
New York
$925K -$54.6K -190 -5%
SIM
784
Sentry Investment Management
Wisconsin
$923K -$22.4K -78 -2%
APP
785
Avantax Planning Partners
Iowa
$918K +$621K +2,163 +174%
BFEC
786
Benjamin F. Edwards & Company
Missouri
$915K -$60.9K -212 -6%
KFP
787
KB Financial Partners
New Jersey
$913K +$143K +499 +17%
OPS
788
Orion Portfolio Solutions
Nebraska
$913K +$156K +542 +19%
IFS
789
Ifrah Financial Services
Arkansas
$903K -$4.02K -14 -0.4%
CAG
790
Csenge Advisory Group
Florida
$893K -$216K -753 -19%
YIH
791
Y-Intercept (HK)
Hong Kong
$891K +$949K +3,305 New
LOPW
792
Live Oak Private Wealth
North Carolina
$882K +$18.7K +65 +2%
PAM
793
Palisade Asset Management
Minnesota
$879K +$10.6K +37 +1%
FS
794
Ferguson Shapiro
Georgia
$872K +$3.45K +12 +0.4%
BCP
795
Blackhawk Capital Partners
Wisconsin
$872K +$31.3K +109 +3%
CCB
796
Country Club Bank
Missouri
$866K +$118K +412 +15%
DWT
797
Dorsey & Whitney Trust
South Dakota
$865K +$1.15K +4 +0.1%
LRPA
798
L. Roy Papp & Associates
Arizona
$864K – – –
SP
799
Symmetry Partners
Connecticut
$864K – – –
PFPT
800
Pinnacle Financial Partners (Tennessee)
Tennessee
$864K +$1.72K +6 +0.2%