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Name Holding Trade Value Shares
Change
Change in
Stake
1SB
951
1ST Source Bank
Indiana
$428K -$20.4K -562 -5%
DWM
952
Dakota Wealth Management
Florida
$428K -$70.1K -1,935 -15%
MCA
953
MSH Capital Advisors
Arizona
$425K +$102K +2,818 +34%
TNA
954
True North Advisors
Texas
$423K -$234K -6,458 -37%
TC
955
TwinBeech Capital
New York
$422K -$29.9M -825,866 -99%
CK
956
Cohen Klingenstein
New York
$422K
HAS
957
HBW Advisory Services
California
$422K +$26.9K +743 +7%
AAP
958
Arax Advisory Partners
Colorado
$421K -$508K -14,009 -56%
CMP
959
Christine Messmer PC
Pennsylvania
$421K +$398K +10,972 New
FWM
960
Forza Wealth Management
Florida
$418K +$63.7K +1,756 +19%
MFS
961
Mattson Financial Services
Michigan
$418K -$289K -7,973 -42%
AWM
962
Aprio Wealth Management
Georgia
$418K +$87.3K +2,409 +30%
MIM
963
Marco Investment Management
Georgia
$415K -$3.63K -100 -0.9%
FCAS
964
First Command Advisory Services
Texas
$413K
EPW
965
Evolve Private Wealth
California
$413K +$388K +10,691 New
BDPWM
966
Barnes Dennig Private Wealth Management
Ohio
$411K -$67.4K -1,860 -15%
RCM
967
Raleigh Capital Management
North Carolina
$410K -$20.7K -572 -5%
CBOR
968
Community Bank of Raymore
Missouri
$410K -$10.9K -300 -3%
AAS
969
Ameritas Advisory Services
Nebraska
$404K +$214K +5,913 +128%
PS
970
Principal Securities
Iowa
$403K +$62.5K +1,723 +20%
CF
971
Clarity Financial
Texas
$400K +$2.68K +74 +0.7%
SIC
972
Shoker Investment Counsel
Ohio
$396K
DWM
973
Daner Wealth Management
Georgia
$396K +$21.8K +602 +8%
BP
974
Ballentine Partners
Massachusetts
$395K +$7.9K +218 +2%
MAM
975
Mystic Asset Management
Rhode Island
$394K +$2.36K +65 +0.6%