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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
626
Ritholtz Wealth Management
New York
$425K +$3.53K +27 +1%
AssetMark Inc
627
AssetMark Inc
California
$420K -$108K -823 -23%
SCA
628
Snowden Capital Advisors
New York
$418K +$37K +283 +12%
IA
629
IFP Advisors
Florida
$415K -$14.8K -113 -4%
SIG
630
Sky Investment Group
Connecticut
$414K – – –
ONB
631
Old National Bancorp
Indiana
$413K +$349K +2,671 New
MHI
632
Miller Howard Investments
New York
$413K +$68.6K +525 +25%
HIP
633
HUB Investment Partners
Texas
$410K +$346K +2,648 New
CA
634
Cache Advisors
California
$407K +$344K +2,631 New
SAM
635
Smithbridge Asset Management
Pennsylvania
$407K -$31.4K -240 -8%
SPIA
636
Steward Partners Investment Advisory
New York
$404K -$103K -786 -23%
BEI
637
Benjamin Edwards Inc
Missouri
$404K -$24.6K -188 -7%
SOAMC
638
Spirit of America Management Corp
New York
$402K – – –
OWA
639
Outlook Wealth Advisors
Texas
$398K -$1.31K -10 -0.4%
GP
640
GLR Partners
Maryland
$394K +$7.58K +58 +2%
GSIAS
641
Garden State Investment Advisory Services
New Jersey
$393K +$332K +2,541 New
AWA
642
Aaron Wealth Advisors
Illinois
$389K +$328K +2,513 New
CCA
643
Childress Capital Advisors
Texas
$386K -$19.1K -146 -6%
PGF
644
Plan Group Financial
Oklahoma
$386K -$12.7K -97 -4%
TPCW
645
TD Private Client Wealth
New York
$384K -$16.9K -129 -5%
BOPW
646
Brandywine Oak Private Wealth
Pennsylvania
$383K – – –
FFA
647
Farther Finance Advisors
California
$380K +$17.1K +131 +6%
SFWA
648
Summit Financial Wealth Advisors
Louisiana
$377K +$12.5K +96 +4%
LFG
649
Larson Financial Group
Missouri
$376K -$463K -3,541 -59%
PP
650
PDS Planning
Ohio
$376K +$30.6K +234 +11%