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Name Holding Trade Value Shares
Change
Change in
Stake
CTB
701
Country Trust Bank
Illinois
$2.44K – – –
LFG
702
Larson Financial Group
Missouri
$2.38K +$2.16K +41 New
DPW
703
DiNuzzo Private Wealth
Pennsylvania
$1.98K +$1.79K +34 New
LCM
704
Logan Capital Management
Pennsylvania
$1.78K – – –
SAM
705
Smartleaf Asset Management
Massachusetts
$1.75K +$1.58K +30 New
VWM
706
Venturi Wealth Management
Texas
$1.75K +$1.58K +30 New
JGIA
707
Jackson Grant Investment Advisers
Connecticut
$1.74K – – –
AWM
708
Avior Wealth Management
Nebraska
$1.64K -$53 -1 -3%
Kayne Anderson Rudnick Investment Management
709
Kayne Anderson Rudnick Investment Management
California
$1.57K – – –
AssetMark Inc
710
AssetMark Inc
California
$1.57K +$1.42K +27 New
SIC
711
SJS Investment Consulting
Ohio
$1.51K -$316 -6 -19%
HIA
712
Harbor Investment Advisory
Maryland
$1.4K -$1.84K -35 -59%
PIS
713
POM Investment Strategies
North Carolina
$1.4K +$1.26K +24 New
CCM
714
Chilton Capital Management
Texas
$1.34K +$1.21K +23 New
DF
715
Dunhill Financial
United Kingdom
$1.33K +$1.21K +23 New
TFM
716
TFC Financial Management
Massachusetts
$1.22K +$369 +7 +50%
AP
717
Aspect Partners
Virginia
$1.22K +$1.11K +21 New
AW
718
Avion Wealth
Texas
$1K -$527 -10 -29%
PIM
719
Plato Investment Management
Australia
$872 +$791 +15 New
EC
720
EntryPoint Capital
New York
$698 +$633 +12 New
PWMG
721
Prestige Wealth Management Group
New Jersey
$524 – – –
CTA
722
Colonial Trust Advisors
South Carolina
$523 -$211 -4 -31%
VWA
723
Valued Wealth Advisors
Utah
$438 +$474 +9 New
TWP
724
TFO Wealth Partners
Ohio
$407 – – –
FGAM
725
Financial Gravity Asset Management
Texas
$374 +$264 +5 New