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Name Holding Trade Value Shares
Change
Change in
Stake
APG
276
Abacus Planning Group
South Carolina
$67.3K
GC
277
Grimes & Company
Massachusetts
$67.1K +$64.4K +13,668 New
EDRH
278
Edmond de Rothschild Holding
Switzerland
$66.8K
PNC
279
Park National Corp
Ohio
$65.6K
CBFP
280
Cedar Brook Financial Partners
Ohio
$65.3K +$62.7K +13,301 New
SRC
281
Sage Rhino Capital
California
$65K +$9.33K +1,979 +18%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$64K +$1.24K +262 +2%
AAM
283
Auxier Asset Management
Oregon
$63.6K -$6.41K -1,360 -10%
NL
284
NKCFO LLC
Illinois
$63K
GT
285
Greenleaf Trust
Michigan
$62.5K +$12.4K +2,628 +26%
LNC
286
Lincoln National Corp
Pennsylvania
$61.4K +$3.85K +817 +7%
FA
287
Fiduciary Alliance
South Carolina
$61.3K
KA
288
KLCM Advisors
Wisconsin
$60.8K
MA
289
Mutual Advisors
Nebraska
$59.9K +$57.6K +12,209 New
FAFN
290
First Affirmative Financial Network
Colorado
$59.6K +$57.3K +12,142 New
KeyBank National Association
291
KeyBank National Association
Ohio
$59.3K +$490 +104 +0.9%
IDA
292
Intelligence Driven Advisers
California
$59K -$863 -183 -1%
EWS
293
Evergreen Wealth Solutions
Pennsylvania
$59K -$4.71K -1,000 -8%
VWM
294
Vigilare Wealth Management
Arizona
$58.9K -$7.13K -1,512 -11%
NCM
295
Northside Capital Management
Oregon
$58.9K
WWP
296
WR Wealth Planners
Missouri
$58.9K +$56.6K +12,000 New
CGL
297
Clarius Group LLC
Washington
$58.7K +$3.31K +701 +6%
KWM
298
Kingsview Wealth Management
Oregon
$57.8K +$3.81K +807 +7%
SI
299
Stephens Inc
Arkansas
$57.4K -$707 -150 -1%
IFWM
300
Institute for Wealth Management
Colorado
$57.2K -$4.64K -985 -8%