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Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
1376
Brady Martz Wealth Solutions
North Dakota
$651K +$1.93K +10 +0.2%
PP
1377
Patron Partners
Texas
$651K +$50.1K +260 +7%
Annex Advisory Services
1378
Annex Advisory Services
Wisconsin
$650K -$20.4M -105,655 -96%
OWA
1379
Outlook Wealth Advisors
Texas
$650K -$19.3K -100 -2%
SFP
1380
Sandbox Financial Partners
Maryland
$646K +$67.5K +350 +9%
BGA
1381
Battery Global Advisors
Massachusetts
$642K – – –
CIC
1382
Cornercap Investment Counsel
Georgia
$640K -$7.71K -40 -1%
SCP
1383
Sivia Capital Partners
California
$639K +$319K +1,655 +70%
NIP
1384
Nicholas Investment Partners
California
$638K -$1.93M -10,020 -71%
South Dakota Investment Council
1385
South Dakota Investment Council
South Dakota
$637K – – –
EWM
1386
Evermay Wealth Management
Virginia
$637K -$8.67K -45 -1%
PWPS
1387
Pinnacle Wealth Planning Services
Ohio
$635K -$4.82K -25 -0.6%
CG
1388
Cynosure Group
Utah
$635K +$59.8K +310 +8%
SPA
1389
Sherbrooke Park Advisers
New York
$631K +$348K +1,805 +84%
Confluence Wealth Services
1390
Confluence Wealth Services
Pennsylvania
$628K +$397K +2,060 +114%
Sapient Capital
1391
Sapient Capital
Indiana
$627K -$9.65M -50,070 -93%
Iconiq Capital
1392
Iconiq Capital
California
$626K -$55.9K -290 -7%
PW
1393
Paladin Wealth
Minnesota
$626K +$111K +575 +17%
EAM
1394
EdenTree Asset Management
United Kingdom
$625K – – –
BI
1395
BlueSpruce Investments
Illinois
$624K -$34.7K -180 -4%
HM Payson & Co
1396
HM Payson & Co
Maine
$623K +$96.4K +500 +15%
DWM
1397
Drive Wealth Management
Utah
$621K -$7.71K -40 -1%
NWAG
1398
Net Worth Advisory Group
Utah
$619K -$54.9K -285 -7%
LAM
1399
Lewis Asset Management
California
$619K -$16.4K -85 -2%
PFG
1400
Prosperity Financial Group
California
$619K -$22.2K -115 -3%