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Name Holding Trade Value Shares
Change
Change in
Stake
APP
776
Avantax Planning Partners
Iowa
$343K +$5.43K +117 +2%
ATC
777
Argent Trust Co
Tennessee
$342K -$39.9K -860 -11%
Carson Wealth (CWM LLC)
778
Carson Wealth (CWM LLC)
Nebraska
$340K -$49K -1,056 -13%
BONST
779
Bank of Nova Scotia Trust
Ontario, Canada
$340K -$9.88K -213 -3%
FB
780
Fulton Bank
Pennsylvania
$339K +$118K +2,540 +58%
FBC
781
Fairfield, Bush & Co
Connecticut
$338K +$5.2K +112 +2%
FM
782
Foster & Motley
Ohio
$336K -$30.9K -667 -9%
AAM
783
American Asset Management
Florida
$336K +$232 +5 +0.1%
ATC
784
Adirondack Trust Company
New York
$332K -$233K -5,028 -43%
MMG
785
Monetary Management Group
Missouri
$330K – – –
HSA
786
HBK Sorce Advisory
Pennsylvania
$328K +$310K +6,690 New
SBWM
787
Sunflower Bank Wealth Management
Arizona
$327K -$25K -539 -7%
MHS
788
M Holdings Securities
Oregon
$323K -$128K -2,759 -30%
BDF
789
Balasa Dinverno & Foltz
$316K -$16.6K -357 -5%
BCI
790
Brinker Capital Investments
Pennsylvania
$314K -$49.2K -1,061 -14%
LIM
791
Loudon Investment Management
New Hampshire
$312K +$76.7K +1,654 +35%
CAAS
792
Capital Asset Advisory Services
Michigan
$310K – – –
PL
793
Parkwood LLC
Ohio
$309K +$293K +6,307 New
RMCM
794
Reynders McVeigh Capital Management
Massachusetts
$308K -$691K -14,895 -70%
FCI
795
Financial Counselors Inc
Kansas
$308K -$10.6K -228 -3%
EGA
796
E&G Advisors
Texas
$306K – – –
PL
797
Perpetual Ltd
Australia
$305K – – –
HIC
798
Holderness Investments Company
North Carolina
$304K +$7.61K +164 +3%
IR
799
Invictus RG
Bermuda
$303K +$287K +6,188 New
WAM
800
Wealthspire Advisors (Maryland)
Maryland
$302K +$2K +43 +0.7%