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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
976
Pinnacle Wealth Planning Services
Ohio
$3.97M +$83.9K +274 +2%
RFG
977
Range Financial Group
Oregon
$3.96M +$267K +871 +7%
ECM
978
Evergreen Capital Management
Washington
$3.96M +$491K +1,602 +14%
PL
979
Parthenon LLC
Kentucky
$3.96M -$459K -1,500 -10%
API
980
Asset Planning Inc
California
$3.96M -$10.4K -34 -0.3%
MCWS
981
McKinley Carter Wealth Services
West Virginia
$3.96M +$58.2K +190 +1%
IAM
982
Infusive Asset Management
New York
$3.94M -$52.1K -170 -1%
WIM
983
Walsky Investment Management
Pennsylvania
$3.93M +$3.94M +12,870 New
GL
984
GHE LLC
Tennessee
$3.93M +$245K +800 +7%
NS
985
Night Squared
New York
$3.92M +$877K +2,864 +29%
ST
986
Spinnaker Trust
Maine
$3.91M +$79.9K +261 +2%
GIP
987
Greatmark Investment Partners
Georgia
$3.91M -$8.27K -27 -0.2%
VAS
988
Valicenti Advisory Services
New York
$3.9M +$218K +712 +6%
GWM
989
Geneos Wealth Management
Colorado
$3.9M -$90.4K -295 -2%
CW
990
CreativeOne Wealth
Kansas
$3.9M +$53K +173 +1%
SC
991
SouthState Corp
Florida
$3.89M -$425K -1,387 -10%
CIA
992
Cohen Investment Advisors
New Hampshire
$3.88M +$72.9K +238 +2%
SCM
993
Schnieders Capital Management
California
$3.87M
VSQM
994
V-Square Quantitative Management
Illinois
$3.86M +$239K +781 +7%
I
995
InvesTrust
Oklahoma
$3.85M -$389K -1,270 -9%
PFA
996
Pathway Financial Advisers
Indiana
$3.85M -$29.1K -95 -0.7%
DMC
997
Drexel Morgan & Co
Pennsylvania
$3.84M
CPCM
998
Cardinal Point Capital Management
Ontario, Canada
$3.83M +$226K +737 +6%
CBA
999
Coastal Bridge Advisors
Connecticut
$3.83M -$36.8K -120 -0.9%
SCM
1000
Silvant Capital Management
Georgia
$3.82M