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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$434K +$9.44K +149 +2%
QI
727
Qtron Investments
Massachusetts
$432K – – –
GWM
728
Geneos Wealth Management
Colorado
$428K -$338K -5,326 -43%
CHC
729
City Holding Co
West Virginia
$422K -$174K -2,750 -28%
GIA
730
Gateway Investment Advisers
Ohio
$418K -$21.7K -342 -5%
PGIM
731
Pacific Global Investment Management
California
$418K -$17K -269 -4%
CG
732
Caprock Group
Idaho
$414K +$54.3K +857 +14%
TAM
733
Trust Asset Management
Texas
$411K +$44.7K +705 +11%
WI
734
Wedgewood Investors
Pennsylvania
$410K – – –
DBT
735
Dubuque Bank & Trust
Iowa
$409K -$27K -426 -6%
WDC
736
Woodward Diversified Capital
California
$407K +$32.6K +514 +8%
PWPS
737
Pinnacle Wealth Planning Services
Ohio
$399K -$2.03K -32 -0.5%
CWA
738
Canvas Wealth Advisors
Kansas
$398K +$45.2K +713 +12%
UF
739
Univest Financial
Pennsylvania
$396K -$43.8K -691 -9%
SB
740
Sunflower Bank
Texas
$392K -$2.98K -47 -0.7%
LBD
741
Landsberg Bennett & Dubbaneh
Florida
$392K +$22.2K +351 +6%
SF
742
Synovus Financial
Georgia
$390K -$5.89K -93 -1%
BMA
743
Brooks Moore & Associates
Tennessee
$387K – – –
JF
744
Jump Financial
Illinois
$387K +$410K +6,474 New
PWS
745
Precision Wealth Strategies
Missouri
$384K +$407K +6,423 New
DA
746
Denali Advisors
California
$383K +$82.4K +1,300 +25%
AAS
747
Avantax Advisory Services
Texas
$379K +$43.7K +690 +12%
BSW
748
Buckingham Strategic Wealth
Missouri
$378K -$4.88K -77 -1%
CNC
749
Canandaigua National Corp
New York
$374K -$15.2K -240 -4%
WSC
750
Wellington Shields & Co
New York
$374K – – –