Name Holding Trade Value Shares
Change
Change in
Stake
SS
826
Simplicity Solutions
Minnesota
$507K +$470K +1,810 New
PWPS
827
Pinnacle Wealth Planning Services
Ohio
$505K +$126K +485 +37%
CT
828
Chicago Trust
Illinois
$499K -$16.3K -63 -3%
PG
829
Proffitt & Goodson
Tennessee
$498K -$8.56K -33 -2%
SPC
830
Sigma Planning Corp
Michigan
$496K +$125K +480 +37%
TIA
831
Trust Investment Advisors
Indiana
$493K -$4.15K -16 -0.9%
AP
832
Appleton Partners
Massachusetts
$481K -$19.5K -75 -4%
PA
833
PFG Advisors
Arizona
$479K +$444K +1,710 New
TI
834
Tidal Investments
Wisconsin
$478K +$68.2K +263 +18%
AIC
835
Archer Investment Corporation
Indiana
$476K – – –
AIC
836
Ameritas Investment Company
Nebraska
$476K +$441K +1,699 New
AWM
837
AE Wealth Management
Kansas
$475K -$46.2K -178 -9%
FF
838
FourThought Financial
Florida
$475K -$3.37K -13 -0.8%
MSAM
839
Moloney Securities Asset Management
Missouri
$475K – – –
ZB
840
Zions Bancorporation
Utah
$474K -$26.2K -101 -6%
SBIA
841
Sheaff Brock Investment Advisors
Indiana
$473K +$130K +503 +42%
SC
842
Savant Capital
Illinois
$472K +$11.9K +46 +3%
WCM
843
Weld Capital Management
New York
$472K +$437K +1,686 New
AC
844
Athanor Capital
New York
$470K -$674K -2,599 -61%
NB
845
Northwest Bancshares
Pennsylvania
$465K +$80.7K +311 +23%
HPWM
846
Highland Private Wealth Management
Washington
$463K +$11.4K +44 +3%
AP
847
Atwood & Palmer
Missouri
$462K – – –
FA
848
FMA Advisory
Pennsylvania
$461K +$1.3K +5 +0.3%
MCCP
849
Mission Creek Capital Partners
California
$460K -$88.7K -342 -17%
1WA
850
180 Wealth Advisors
Washington
$458K +$5.19K +20 +1%