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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1526
AUA Capital Management
Pennsylvania
$1.24M – – –
CIAS
1527
Capital Investment Advisory Services
North Carolina
$1.24M +$59.5K +179 +5%
SNB
1528
Security National Bank
Nebraska
$1.24M – – –
HL
1529
HeadInvest LLC
Maine
$1.23M +$407K +1,223 +55%
HWA
1530
HCR Wealth Advisors
California
$1.23M +$37.9K +114 +3%
IF
1531
Intrua Financial
Texas
$1.23M +$7.32K +22 +0.6%
Meridian Wealth Management
1532
Meridian Wealth Management
Kentucky
$1.22M +$942K +2,831 +476%
CB
1533
CNB Bank
Pennsylvania
$1.22M +$63.5K +191 +6%
IP
1534
Intellectus Partners
California
$1.22M +$36.3K +109 +3%
Trexquant Investment
1535
Trexquant Investment
Connecticut
$1.22M -$212K -638 -16%
S
1536
Seeyond
France
$1.21M -$134K -402 -11%
AWA
1537
Alta Wealth Advisors
Massachusetts
$1.2M +$1.12M +3,366 New
Silvercrest Asset Management
1538
Silvercrest Asset Management
New York
$1.2M +$143K +430 +15%
W
1539
WealthStone
Ohio
$1.2M +$38.6K +116 +4%
MFA
1540
Mayflower Financial Advisors
Massachusetts
$1.2M +$1.11M +3,348 New
PFA
1541
Professional Financial Advisors
Nebraska
$1.19M +$344K +1,035 +45%
CWP
1542
Curated Wealth Partners
California
$1.19M +$1.11M +3,324 New
RWB
1543
RMR Wealth Builders
New Jersey
$1.18M -$531K -1,595 -33%
EI
1544
Ellevest Inc
New York
$1.18M +$734K +2,205 +200%
Mission Wealth Management
1545
Mission Wealth Management
California
$1.18M -$7.32K -22 -0.7%
Modera Wealth Management
1546
Modera Wealth Management
New Jersey
$1.17M +$818K +2,458 +298%
HT
1547
Heritage Trust
Oklahoma
$1.17M -$14.3K -43 -1%
WA
1548
Wealth Alliance
New York
$1.17M -$161K -485 -13%
EWA
1549
Encompass Wealth Advisors
Oregon
$1.17M +$1.09M +3,264 New
ACA
1550
Affinity Capital Advisors
California
$1.16M -$141K -425 -12%