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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
676
Peterson Wealth Services
Utah
$18.2M -$197K -496 -1%
OIA
677
OneDigital Investment Advisors
Kansas
$18.2M +$2.16M +5,438 +14%
AFM
678
Anson Funds Management
Texas
$18.2M – – –
FRA
679
Frank Rimerman Advisors
California
$18.1M +$263K +661 +2%
GVAG
680
Great Valley Advisor Group
Delaware
$18M -$1.8M -4,518 -10%
CWA
681
Canvas Wealth Advisors
Kansas
$18M -$835K -2,099 -5%
MGIA
682
Moneta Group Investment Advisors
Missouri
$18M +$1.6M +4,017 +10%
SIA
683
Soltis Investment Advisors
Utah
$18M -$375K -943 -2%
KA
684
Kovack Advisors
Florida
$17.9M -$9.01M -22,646 -35%
CA
685
Cache Advisors
California
$17.9M +$1.62M +4,085 +11%
AF
686
Alerus Financial
North Dakota
$17.9M -$1.05M -2,637 -6%
DT
687
Diversified Trust
Tennessee
$17.9M -$3.91M -9,843 -19%
AFG
688
Atomi Financial Group
New York
$17.8M -$350K -879 -2%
WAM
689
Wolverine Asset Management
Illinois
$17.6M -$13.1M -33,048 -44%
WAP
690
Wealthcare Advisory Partners
Pennsylvania
$17.3M +$498K +1,252 +3%
HHMI
691
Howard Hughes Medical Institute
Maryland
$17.3M – – –
IA
692
IFP Advisors
Florida
$17.3M +$158K +397 +1%
AA
693
Auxano Advisors
Washington
$17.3M -$277K -696 -2%
SPC
694
Sigma Planning Corp
Michigan
$17.1M -$557K -1,401 -3%
MS
695
Maven Securities
Jersey
$17M +$8.83M +22,214 +122%
KWA
696
Kingswood Wealth Advisors
California
$17M +$1.41M +3,536 +10%
JDLA
697
J. Derek Lewis & Associates
California
$16.9M +$323K +812 +2%
ACM
698
Arini Captial Management
United Kingdom
$16.8M +$15.9M +40,000 New
AI
699
Axiom Investors
Connecticut
$16.7M -$136K -341 -0.9%
OCA
700
OpenArc Corporate Advisory
Georgia
$16.6M +$325K +818 +2%