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Name Holding Trade Value Shares
Change
Change in
Stake
IAP
451
Indie Asset Partners
Indiana
$82K +$77.4K +1,149 New
MWM
452
Mission Wealth Management
California
$81K
FA
453
FMA Advisory
Pennsylvania
$81K +$135 +2 +0.2%
WA
454
Waverly Advisors
Alabama
$80K -$33.7K -500 -31%
WAG
455
Winthrop Advisory Group
Massachusetts
$80K -$17K -253 -18%
Fisher Asset Management
456
Fisher Asset Management
Washington
$80K +$809 +12 +1%
OPS
457
Orion Portfolio Solutions
Nebraska
$80K +$75.4K +1,119 New
BRWM
458
B. Riley Wealth Management
Tennessee
$80K +$75.7K +1,124 New
PCP
459
Proficio Capital Partners
Massachusetts
$79K -$14.6K -216 -16%
BPWA
460
Beacon Pointe Wealth Advisors
California
$79K -$9.7K -144 -12%
SFA
461
Sequoia Financial Advisors
Ohio
$79K
ASN
462
Advisory Services Network
Georgia
$79K +$5.12K +76 +7%
MCA
463
Magnolia Capital Advisors
Mississippi
$79K +$75.1K +1,115 New
DHFB
464
Dixon Hubard Feinour & Brown
Virginia
$78K
WIM
465
Wittenberg Investment Management
Massachusetts
$77K
W
466
WealthOne
New York
$77K +$67 +1 +0.1%
BFG
467
Bouchey Financial Group
New York
$76K -$606 -9 -0.8%
CIA
468
CSat Investment Advisory
Michigan
$76K +$10.8K +160 +18%
CF
469
Centaurus Financial
California
$76K +$71.7K +1,064 New
BCP
470
Berkeley Capital Partners
Georgia
$75K
NAM
471
North American Management
Massachusetts
$75K
SFM
472
Signet Financial Management
New Jersey
$75K
BO
473
BRR OpCo
Ohio
$74K
ST
474
Somerset Trust
Pennsylvania
$74K +$69.4K +1,030 New
AUIM
475
Aegon USA Investment Management
Iowa
$74K +$70.1K +1,040 New