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Name Holding Trade Value Shares
Change
Change in
Stake
APP
1026
Avantax Planning Partners
Iowa
$957K +$271K +15,870 +41%
NAM
1027
NorthCrest Asset Manangement
Minnesota
$955K -$81.3K -4,761 -8%
RIA
1028
Realta Investment Advisors
Delaware
$951K -$12.7K -745 -1%
AIM
1029
Access Investment Management
Georgia
$950K +$290K +17,000 +46%
MIC
1030
Meridian Investment Counsel
California
$947K -$26.1K -1,531 -3%
RCM
1031
Radnor Capital Management
Pennsylvania
$946K -$24.1K -1,412 -3%
TF
1032
Tompkins Financial
New York
$940K -$47K -2,750 -5%
BFA
1033
Bill Few Associates
Pennsylvania
$939K +$433K +25,356 +91%
AWA
1034
Arkadios Wealth Advisors
Georgia
$939K +$45.6K +2,672 +5%
WPC
1035
Wedmont Private Capital
Pennsylvania
$936K +$52.3K +3,060 +6%
DA
1036
Detalus Advisors
Missouri
$933K +$9.41K +551 +1%
P
1037
Pitcairn
Pennsylvania
$931K +$157K +9,178 +21%
SFO
1038
Stokes Family Office
Louisiana
$926K -$144K -8,453 -14%
SIG
1039
Stonegate Investment Group
Alabama
$922K +$6.92K +405 +0.8%
CCP
1040
Clough Capital Partners
Massachusetts
$922K
WWA
1041
WCG Wealth Advisors
Nevada
$922K -$191K -11,214 -18%
WAM
1042
Walker Asset Management
Missouri
$916K +$19.1K +1,121 +2%
BMC
1043
Beaton Management Company
Massachusetts
$911K -$18.9K -1,108 -2%
PCG
1044
Prosperity Consulting Group
Maryland
$911K +$86.2K +5,048 +11%
PFBT
1045
Parkside Financial Bank & Trust
Missouri
$906K +$10.6K +621 +1%
NFG
1046
Nations Financial Group
Iowa
$904K -$111K -6,476 -11%
SP
1047
Symmetry Partners
Connecticut
$904K
WSFS
1048
Wilmington Savings Fund Society
Delaware
$904K +$877K +51,342 New
NW
1049
NewEdge Wealth
Pennsylvania
$901K +$14.2K +834 +2%
CT
1050
Caldwell Trust
Florida
$900K -$117K -6,842 -12%