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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
801
OneDigital Investment Advisors
Kansas
$564K +$53.7K +736 +12%
WP
802
Wealthspan Partners
Iowa
$564K +$513K +7,034 New
SWA
803
SFMG Wealth Advisors
Texas
$564K +$1.09K +15 +0.2%
MCM
804
Morton Capital Management
California
$560K +$4.31K +59 +0.9%
ET
805
Entropy Technologies
New York
$557K +$507K +6,950 New
JCM
806
Jacobi Capital Management
Pennsylvania
$556K -$48K -658 -9%
VFA
807
Valeo Financial Advisors
Indiana
$556K +$12.5K +171 +3%
RFO
808
RiverGlades Family Offices
Florida
$552K
CL
809
Choreo LLC
Illinois
$549K -$45.3K -621 -8%
II
810
Inspire Investing
Idaho
$547K -$59.3K -812 -11%
P
811
Pitcairn
Pennsylvania
$541K +$87.5K +1,199 +22%
TNBTD
812
Trustmark National Bank Trust Department
Mississippi
$541K -$511 -7 -0.1%
CIC
813
Carnegie Investment Counsel
Ohio
$541K
FZCM
814
Flynn Zito Capital Management
New York
$539K +$3.14K +43 +0.6%
BEI
815
Benjamin Edwards Inc
Missouri
$537K -$45.3K -620 -8%
DWT
816
Dorsey & Whitney Trust
South Dakota
$537K +$2.85K +39 +0.6%
SC
817
Savant Capital
Illinois
$534K +$47.7K +654 +11%
Walleye Trading
818
Walleye Trading
New York
$534K -$1.62M -22,205 -77%
CWM
819
Connecticut Wealth Management
Connecticut
$533K -$284K -3,893 -37%
MFG
820
Mosaic Financial Group
Illinois
$533K +$485K +6,647 New
AGC
821
Aspen Grove Capital
Colorado
$533K +$2.19K +30 +0.5%
KFS
822
Kaizen Financial Strategies
California
$532K +$20K +274 +4%
WI
823
Wintrust Investments
Illinois
$532K +$16.4K +224 +3%
AT
824
Arvest Trust
Oklahoma
$532K
AWE
825
Avidian Wealth Enterprises
Texas
$531K +$68.4K +937 +16%