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Name Holding Trade Value Shares
Change
Change in
Stake
TIP
576
Tandem Investment Partners
New Jersey
$445K +$442K +1,310 New
PA
577
Probity Advisors
Texas
$444K -$19.6K -58 -4%
MA
578
MCF Advisors
Kentucky
$443K +$127K +377 +41%
VWM
579
Venturi Wealth Management
Texas
$443K +$341K +1,010 +344%
APP
580
Avantax Planning Partners
Iowa
$442K +$675 +2 +0.2%
SF
581
Summit Financial
New Jersey
$441K +$84.7K +251 +24%
AFCM
582
Applied Finance Capital Management
Puerto Rico
$439K
MWS
583
MFA Wealth Services
California
$438K +$436K +1,292 New
AIC
584
Aurora Investment Counsel
Georgia
$438K -$762K -2,259 -64%
BP
585
Ballentine Partners
Massachusetts
$433K +$48.9K +145 +13%
WI
586
Wahed Invest
New York
$432K +$6.08K +18 +1%
RCM
587
Radnor Capital Management
Pennsylvania
$424K -$135K -400 -24%
MWM
588
Mattern Wealth Management
Kansas
$424K -$3.38K -10 -0.8%
RIA
589
Regal Investment Advisors
Michigan
$424K +$338 +1 +0.1%
VCA
590
Verdence Capital Advisors
Maryland
$422K -$95.2K -282 -18%
CA
591
Centerpoint Advisors
Massachusetts
$420K
MAM
592
MMA Asset Management
Pennsylvania
$419K -$940K -2,786 -69%
TA
593
TFB Advisors
Kansas
$413K +$8.78K +26 +2%
RCAG
594
Rehmann Capital Advisory Group
Michigan
$412K +$27.3K +81 +7%
IP
595
Isthmus Partners
Wisconsin
$412K +$18.2K +54 +5%
CFG
596
Certior Financial Group
Pennsylvania
$412K +$409K +1,213 New
FPCP
597
Fort Point Capital Partners
California
$411K +$8.1K +24 +2%
MFG
598
Merit Financial Group
Georgia
$411K +$408K +1,210 New
EIM
599
Essex Investment Management
Massachusetts
$409K -$14.5K -43 -3%
SWM
600
Spire Wealth Management
Virginia
$408K -$1.23M -3,641 -75%