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Name Holding Trade Value Shares
Change
Change in
Stake
UF
876
Univest Financial
Pennsylvania
$332K -$3.61K -24 -1%
NPT
877
National Philanthropic Trust
Pennsylvania
$332K
APP
878
Avantax Planning Partners
Iowa
$331K +$150 +1 +0%
SWM
879
Segment Wealth Management
Texas
$330K
OPA
880
Old Port Advisors
Maine
$330K -$26.4K -176 -8%
MFG
881
Magnus Financial Group
New York
$330K +$2.85K +19 +0.9%
CPIG
882
Chicago Partners Investment Group
Illinois
$330K +$3.16K +21 +1%
WANY
883
Wealthspire Advisors (New York)
New York
$330K -$496K -3,302 -62%
MA
884
Montag & Associates
Georgia
$330K -$1.2K -8 -0.4%
MG
885
Mather Group
Illinois
$329K +$26.7K +178 +10%
PFT
886
Providence First Trust
Arizona
$329K +$303K +2,016 New
MHR
887
Matthew Hamilton Rosenberg
$328K +$10.4K +69 +4%
VVP
888
Venture Visionary Partners
Ohio
$327K +$1.2K +8 +0.4%
PA
889
PFG Advisors
Arizona
$327K +$44.8K +298 +17%
SAA
890
Southeast Asset Advisors
Georgia
$326K
FI
891
Finivi Inc
Massachusetts
$325K -$36.7K -244 -11%
DAS
892
Dynamic Advisor Solutions
Arizona
$323K +$1.5K +10 +0.5%
FWP
893
FAS Wealth Partners
Kansas
$322K -$5.86K -39 -2%
DT
894
Diversified Trust
Tennessee
$322K +$1.35K +9 +0.5%
PS
895
Principal Securities
Iowa
$321K +$49.9K +332 +20%
UB
896
Umpqua Bank
Oregon
$320K -$41.5K -276 -12%
UPS
897
UHLMANN PRICE SECURITIES
Illinois
$319K -$9.17K -61 -3%
FF
898
Francis Financial
$319K +$2.1K +14 +0.7%
CWA
899
CM Wealth Advisors
Ohio
$318K +$292K +1,943 New
FMWA
900
Forvis Mazars Wealth Advisors
Missouri
$318K +$5.86K +39 +2%