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Name Holding Trade Value Shares
Change
Change in
Stake
KA
1001
KDT Advisors
New York
$458K +$80.7K +916 +21%
NMCM
1002
Nicholson Meyer Capital Management
Missouri
$457K
Vanguard National Trust
1003
Vanguard National Trust
Pennsylvania
$456K
EAN
1004
Excelsior Advisor Network
Colorado
$453K +$458K +5,205 New
SMA
1005
Sage Mountain Advisors
Georgia
$452K
AWM
1006
Accel Wealth Management
Iowa
$452K -$7.93K -90 -2%
GPW
1007
Gentry Private Wealth
Kansas
$451K -$25.6K -291 -5%
EFG
1008
Everest Financial Group
Minnesota
$450K +$1.5K +17 +0.3%
OWP
1009
ORG Wealth Partners
Texas
$448K -$225K -2,559 -33%
HTC
1010
Haverford Trust Company
Pennsylvania
$447K -$4.93K -56 -1%
SFG
1011
SNS Financial Group
Minnesota
$445K +$451K +5,123 New
B
1012
Bensler
Washington
$444K -$12.6K -143 -3%
IA
1013
Icon Advisers
Colorado
$443K +$449K +5,100 New
SCP
1014
Stevens Capital Partners
Nebraska
$442K +$448K +5,086 New
TCIIS
1015
TIAA-CREF Individual & Institutional Services
New York
$442K -$170K -1,931 -28%
TIM
1016
Thompson Investment Management
Wisconsin
$438K
CAM
1017
Cidel Asset Management
Ontario, Canada
$433K +$27K +306 +7%
SWM
1018
Sentinel Wealth Management
Virginia
$431K
KF
1019
Krilogy Financial
Missouri
$430K +$218K +2,470 +100%
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$429K
CA
1021
Clearstead Advisors
Ohio
$428K +$215K +2,437 +98%
MWM
1022
Manske Wealth Management
Texas
$427K -$26.9K -305 -6%
JFGLC
1023
Johnson Financial Group LLC (Colorado)
Colorado
$426K +$38.7K +439 +10%
SN
1024
Sittner & Nelson
Oregon
$426K
SWM
1025
Selective Wealth Management
Virginia
$426K -$88 -1 -0%