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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
501
Uncommon Cents Investing
Wisconsin
$879K +$36.4K +345 +4%
SDWIA
502
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$878K
HL
503
HeadInvest LLC
Maine
$876K
EHWM
504
Eads & Heald Wealth Management
Georgia
$863K -$5.8K -55 -0.6%
BPA
505
Beacon Pointe Advisors
California
$856K -$9.81K -93 -1%
RWB
506
RMR Wealth Builders
New Jersey
$848K +$12.9K +122 +1%
NB
507
NBT Bank
New York
$847K -$2.11K -20 -0.2%
SF
508
Synovus Financial
Georgia
$841K -$46.7K -443 -5%
MCM
509
MAI Capital Management
Ohio
$838K +$69.4K +658 +8%
TI
510
Tidal Investments
Wisconsin
$837K +$13.4K +127 +1%
JG
511
Jain Global
New York
$829K +$897K +8,509 New
TWG
512
The Wealth Group
Minnesota
$828K
CIA
513
Capital Investment Advisors
Georgia
$827K +$896K +8,492 New
SMG
514
Smart Money Group
Texas
$824K +$241K +2,288 +37%
EWM
515
Empirical Wealth Management
Washington
$819K -$114K -1,084 -11%
SWP
516
Sagespring Wealth Partners
Tennessee
$807K +$122K +1,152 +16%
PA
517
Parallel Advisors
California
$802K +$11.7K +111 +1%
SFA
518
Sequoia Financial Advisors
Ohio
$801K -$38.7K -367 -4%
CA
519
Clearstead Advisors
Ohio
$791K -$949 -9 -0.1%
MFS
520
Madrona Financial Services
Washington
$787K +$2.85K +27 +0.3%
RWM
521
Ritholtz Wealth Management
New York
$786K +$55.3K +524 +7%
ACS
522
Archford Capital Strategies
Illinois
$783K -$988K -9,372 -54%
FIM
523
Fruth Investment Management
Texas
$782K -$7.91K -75 -0.9%
Man Group
524
Man Group
United Kingdom
$778K +$843K +7,993 New
WPC
525
Wedmont Private Capital
Pennsylvania
$777K +$18.7K +177 +2%