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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
376
OneDigital Investment Advisors
Kansas
$1.04M -$282K -1,003 -20%
NG
377
Norden Group
Utah
$1.04M -$23.6K -84 -2%
PSP
378
Principal Street Partners
Tennessee
$1.03M -$2.11M -7,504 -66%
MWM
379
Modera Wealth Management
New Jersey
$1.03M -$43K -153 -4%
AWM
380
Apollon Wealth Management
South Carolina
$1.03M -$298K -1,058 -22%
WIA
381
World Investment Advisors
California
$1.02M +$21.9K +78 +2%
AG
382
Ascent Group
Virginia
$1.01M -$39.7K -141 -4%
HTC
383
Haverford Trust Company
Pennsylvania
$1.01M -$39.4K -140 -4%
VCM
384
Versant Capital Management
Arizona
$1M +$18K +64 +2%
TW
385
TritonPoint Wealth
Maryland
$1M +$6.75K +24 +0.6%
HH
386
Hilltop Holdings
Texas
$994K +$30.7K +109 +3%
SCM
387
SOL Capital Management
Maryland
$991K
T. Rowe Price Associates
388
T. Rowe Price Associates
Maryland
$991K +$129K +458 +14%
FCP
389
Fidelis Capital Partners
Florida
$988K +$795K +2,828 +325%
VFA
390
Valeo Financial Advisors
Indiana
$981K +$75.9K +270 +8%
MWM
391
Mission Wealth Management
California
$980K +$21.7K +77 +2%
BCPE
392
Bain Capital Public Equity
Massachusetts
$975K -$1.02M -3,624 -50%
SSG
393
Summit Securities Group
New York
$975K -$779K -2,771 -43%
DAS
394
Dynamic Advisor Solutions
Arizona
$975K +$278K +988 +37%
LFA
395
Legacy Financial Advisors
Kentucky
$969K +$1.02M +3,626 New
DWM
396
Dynasty Wealth Management
Florida
$964K +$1.01M +3,608 New
SWM
397
Sendero Wealth Management
Texas
$958K -$17.7K -63 -2%
OWA
398
One Wealth Advisors
California
$945K +$48.4K +172 +5%
MWM
399
Meridian Wealth Management
Kentucky
$929K +$566K +2,013 +138%
SRC
400
Sage Rhino Capital
California
$923K +$4.78K +17 +0.5%