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Name Holding Trade Value Shares
Change
Change in
Stake
KCPG
751
Kavar Capital Partners Group
Kansas
$563K -$13.5K -200 -3%
Venture Visionary Partners
752
Venture Visionary Partners
Ohio
$562K +$66.5K +987 +15%
ECM
753
Estabrook Capital Management
New York
$561K – – –
Empower Advisory Group
754
Empower Advisory Group
Colorado
$561K +$14.3K +212 +3%
HCP
755
Hardin Capital Partners
South Carolina
$560K -$21.9K -325 -4%
Spire Wealth Management
756
Spire Wealth Management
Virginia
$558K +$606 +9 +0.1%
MA
757
MONECO Advisors
Connecticut
$556K +$9.03K +134 +2%
EMAM
758
Encompass More Asset Management
California
$551K -$15.2K -226 -3%
Plancorp LLC
759
Plancorp LLC
Missouri
$550K +$506K +7,504 New
Mairs & Power Inc
760
Mairs & Power Inc
Minnesota
$550K – – –
WI
761
WrapManager Inc
California
$546K -$29.9K -444 -6%
Forvis Mazars Wealth Advisors
762
Forvis Mazars Wealth Advisors
Missouri
$545K -$5.86K -87 -1%
IP
763
Ignite Planners
California
$545K +$1.48K +22 +0.3%
LTAS
764
Linden Thomas Advisory Services
North Carolina
$544K +$53.3K +791 +12%
MWM
765
Mattern Wealth Management
Kansas
$542K +$109K +1,625 +28%
ADMI
766
Albert D. Mason Inc
Massachusetts
$542K -$23.6K -350 -5%
TCOV
767
Trust Company of Vermont
Vermont
$541K -$30.1K -447 -6%
WOC
768
West Oak Capital
California
$535K – – –
Ethic Inc
769
Ethic Inc
New York
$529K +$73.6K +1,093 +18%
LC
770
Lindbrook Capital
California
$527K +$37.2K +552 +8%
PWPS
771
Pinnacle Wealth Planning Services
Ohio
$525K +$17.4K +259 +4%
Bartlett & Co Wealth Management
772
Bartlett & Co Wealth Management
Ohio
$522K -$5.05K -75 -1%
EFS
773
Essex Financial Services
Connecticut
$521K +$148K +2,199 +45%
RCA
774
Resonant Capital Advisors
Wisconsin
$518K +$164K +2,432 +52%
SAMT
775
Select Asset Management & Trust
Pennsylvania
$518K – – –