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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mosley Wealth Management
California
$941K +$918K +10,079 New
AAP
527
Arax Advisory Partners
Colorado
$936K -$1.44M -15,785 -60%
IWM
528
Iams Wealth Management
Nebraska
$930K +$23.5K +258 +3%
CP
529
Cornerstone Planning
North Carolina
$924K +$948K +10,413 New
OIA
530
OneDigital Investment Advisors
Kansas
$917K -$34.1K -374 -3%
AFCM
531
Applied Finance Capital Management
Puerto Rico
$916K -$200K -2,199 -17%
PAG
532
Private Advisor Group
New Jersey
$916K +$20.8K +228 +2%
VHAM
533
Van Hulzen Asset Management
California
$901K +$18.6K +204 +2%
GT
534
Greenleaf Trust
Michigan
$901K -$9.38K -103 -1%
LIM
535
Letson Investment Management
Georgia
$901K
AAM
536
AMI Asset Management
California
$896K -$30.7K -337 -3%
CT
537
Chicago Trust
Illinois
$890K
SLI
538
Sumitomo Life Insurance
Japan
$887K +$3.92K +43 +0.4%
FTWA
539
Fifth Third Wealth Advisors
Ohio
$885K -$18.8K -206 -2%
KF
540
Krilogy Financial
Missouri
$880K +$3.37K +37 +0.4%
WWG
541
West Wealth Group
California
$875K -$26.6K -292 -3%
LFG
542
Larson Financial Group
Missouri
$875K -$27K -296 -3%
SC
543
Savant Capital
Illinois
$874K -$142K -1,562 -14%
Nomura Holdings
544
Nomura Holdings
Japan
$873K -$525K -5,770 -37%
WP
545
Westmount Partners
California
$871K
MFS
546
Mirabella Financial Services
United Kingdom
$863K +$890K +9,773 New
CW
547
CreativeOne Wealth
Kansas
$862K -$194K -2,128 -18%
FMWA
548
Forvis Mazars Wealth Advisors
Missouri
$859K -$5.55K -61 -0.6%
TRCT
549
Tower Research Capital (TRC)
New York
$851K -$187K -2,052 -18%
CK
550
Cohen Klingenstein
New York
$848K