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Name Holding Trade Value Shares
Change
Change in
Stake
APP
526
Avantax Planning Partners
Iowa
$273K – – –
FFM
527
Forum Financial Management
Illinois
$273K +$21.1K +100 +8%
KTA
528
Keeley-Teton Advisors
Illinois
$270K – – –
MCP
529
Martin Capital Partners
Oregon
$270K – – –
OTL
530
Oak Thistle LLC
New York
$270K +$277K +1,313 New
LWANC
531
Laurel Wealth Advisors (North Carolina)
North Carolina
$269K – – –
FDCDDQ
532
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$29.5K +140 +12%
WW
533
Waterfront Wealth
Kansas
$263K +$265K +1,254 New
FHC
534
First Heartland Consultants
Missouri
$262K +$269K +1,276 New
C
535
Covestor
United Kingdom
$260K +$127K +602 +91%
MWM
536
Mattern Wealth Management
Kansas
$259K – – –
QT
537
Quantbot Technologies
New York
$258K -$1.04M -4,907 -80%
RMC
538
Resources Management Corp
Connecticut
$258K – – –
RB
539
Rodgers Brothers
Pennsylvania
$257K +$264K +1,250 New
MSFS
540
Main Street Financial Solutions
Pennsylvania
$256K -$12.7K -60 -5%
RIA
541
Regal Investment Advisors
Michigan
$255K +$211 +1 +0.1%
BCM
542
Birch Capital Management
Texas
$246K – – –
NL
543
NWAM LLC
Washington
$246K +$53.2K +252 +27%
RWM
544
Ritholtz Wealth Management
New York
$243K +$12.7K +60 +5%
Mackenzie Financial
545
Mackenzie Financial
Ontario, Canada
$242K -$6.96M -32,996 -97%
FB
546
Fulton Bank
Pennsylvania
$242K -$53.4K -253 -18%
UIA
547
UBP Investment Advisors
Switzerland
$240K -$746K -3,536 -61%
PWA
548
Phoenix Wealth Advisors
North Carolina
$240K +$18.1K +86 +8%
EWM
549
Evercore Wealth Management
New York
$239K +$245K +1,161 New
RMCM
550
Reynders McVeigh Capital Management
Massachusetts
$237K -$15.8K -75 -6%