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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
926
Lake Street Advisors Group
New Hampshire
$434K +$23.8K +235 +7%
DBRC
927
D.B. Root & Company
Pennsylvania
$432K -$15.7K -155 -4%
OL
928
Optas LLC
Texas
$432K +$8.11K +80 +2%
GG
929
Golden Green
South Carolina
$431K -$2.53K -25 -0.6%
ZB
930
Zions Bancorporation
Utah
$426K -$94.8K -935 -19%
CAN
931
Claraphi Advisory Network
United States
$425K -$132K -1,305 -25%
MGIA
932
Moneta Group Investment Advisors
Missouri
$424K +$58.8K +580 +18%
Luther King Capital Management (LKCM)
933
Luther King Capital Management (LKCM)
Texas
$423K +$7.6K +75 +2%
WP
934
WealthPLAN Partners
Nebraska
$422K +$375K +3,700 New
EI
935
Ellevest Inc
New York
$418K +$94.8K +935 +33%
KLCM
936
KG&L Capital Management
Louisiana
$418K +$385K +3,800 New
JIC
937
Johnson Investment Counsel
Ohio
$418K +$386K +3,805 New
HNB
938
Huntington National Bank
Ohio
$417K +$359K +3,545 +1,418%
SC
939
Shay Capital
New York
$412K -$182K -1,800 -32%
SWA
940
Sax Wealth Advisors
New Jersey
$412K +$2.03K +20 +0.5%
1WA
941
180 Wealth Advisors
Washington
$412K +$27.4K +270 +8%
PWPS
942
Pinnacle Wealth Planning Services
Ohio
$410K -$67.4K -665 -15%
EWM
943
Evercore Wealth Management
New York
$409K -$2.53K -25 -0.7%
FSA
944
Financial Sense Advisors
California
$409K
CCT
945
Chemung Canal Trust
New York
$408K -$3.69M -36,405 -91%
CIA
946
Compass Ion Advisors
Pennsylvania
$407K
EWA
947
EP Wealth Advisors
California
$406K +$27.9K +275 +8%
SAM
948
SP Asset Management
California
$405K +$25.3K +250 +8%
FCH
949
Freestone Capital Holdings
Washington
$402K +$12.2K +120 +3%
FWM
950
Frontier Wealth Management
Missouri
$396K +$365K +3,605 New