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Name Holding Trade Value Shares
Change
Change in
Stake
SS
701
Simplicity Solutions
Minnesota
$333K +$1.08K +8 +0.3%
ER
702
Enlightenment Research
Florida
$331K +$428K +3,166 New
TPCW
703
TD Private Client Wealth
New York
$328K -$26K -192 -6%
NERM
704
New England Research & Management
Illinois
$327K +$424K +3,135 New
VWM
705
Vigilare Wealth Management
Arizona
$326K -$345K -2,552 -45%
AAS
706
Ameritas Advisory Services
Nebraska
$326K +$82.4K +609 +24%
ISWM
707
Independent Solutions Wealth Management
New York
$326K -$329K -2,430 -44%
JWCA
708
J.W. Cole Advisors
Florida
$324K -$947 -7 -0.2%
AI
709
Accredited Investors
Minnesota
$324K +$1.76K +13 +0.4%
PWM
710
Purus Wealth Management
California
$323K -$406 -3 -0.1%
APC
711
Asset Planning Corporation
Tennessee
$321K +$1.62K +12 +0.4%
HH
712
Hilltop Holdings
Texas
$318K +$86.7K +641 +27%
GDP
713
Great Diamond Partners
Maine
$317K +$411K +3,038 New
CCG
714
Ceeto Capital Group
Florida
$316K
CFB
715
Cullen/Frost Bankers
Texas
$315K +$135 +1 +0%
APP
716
Avantax Planning Partners
Iowa
$313K -$72.3K -534 -15%
CCM
717
Canal Capital Management
Virginia
$313K
GFA
718
Gifford Fong Associates
California
$313K
NAM
719
NTV Asset Management
West Virginia
$313K
WSC
720
Wellington Shields & Co
New York
$313K
LNC
721
Lincoln National Corp
Pennsylvania
$312K -$22.7K -168 -5%
OWM
722
OneAscent Wealth Management
Alabama
$312K +$405K +2,989 New
HCMT
723
Highland Capital Management (Tennessee)
Tennessee
$311K
PFS
724
Physicians Financial Services
North Carolina
$311K
PFPT
725
Pinnacle Financial Partners (Tennessee)
Tennessee
$311K +$16.1K +119 +4%