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Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
601
IMC Chicago
Illinois
$801K +$754K +8,244 New
AFG
602
Atomi Financial Group
New York
$798K -$11.1K -121 -1%
KPPF
603
Klein Pavlis & Peasley Financial
California
$793K +$33.4K +365 +5%
GBT
604
Grove Bank & Trust
Florida
$791K -$36K -393 -5%
SIC
605
Salem Investment Counselors
North Carolina
$790K
KPWS
606
Kestra Private Wealth Services
Texas
$785K -$50.1K -547 -6%
GCP
607
GSA Capital Partners
United Kingdom
$785K +$739K +8,080 New
SWM
608
Shelton Wealth Management
Texas
$775K +$730K +7,979 New
WTC
609
WhitTier Trust Company
Nevada
$772K +$17K +186 +2%
IP
610
Ignite Planners
California
$771K -$19K -208 -3%
AO
611
Advisor OS
Illinois
$765K +$54.7K +598 +8%
CPIG
612
Chicago Partners Investment Group
Illinois
$765K +$168K +1,841 +29%
MFIM
613
Mesirow Financial Investment Management
Illinois
$765K +$2.1K +23 +0.3%
EI
614
Ellevest Inc
New York
$752K -$6.31K -69 -0.9%
SAM
615
Sompo Asset Management
Japan
$740K -$57.6K -630 -8%
AA
616
Advisory Alpha
Michigan
$732K
CIA
617
Capital Investment Advisors
Georgia
$730K +$5.86K +64 +0.9%
AWM
618
Axxcess Wealth Management
California
$729K -$44.5K -486 -6%
APP
619
Avantax Planning Partners
Iowa
$720K
SCM
620
Shelton Capital Management
Colorado
$711K
WPA
621
West Paces Advisors
Georgia
$707K -$23.8K -260 -3%
PFM
622
Potomac Fund Management
Florida
$704K +$24.3K +266 +4%
VT
623
Vise Technologies
New York
$702K
SWP
624
Sagespring Wealth Partners
Tennessee
$700K +$18.1K +198 +3%
OWA
625
Octavia Wealth Advisors
Ohio
$695K -$54.1K -591 -8%