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Name Holding Trade Value Shares
Change
Change in
Stake
APP
726
Avantax Planning Partners
Iowa
$496K – – –
DWA
727
Douglass Winthrop Advisors
New York
$494K – – –
PP
728
PDS Planning
Ohio
$492K +$7.83K +103 +2%
RCM
729
Requisite Capital Management
Texas
$489K +$456K +6,000 New
VC
730
Veracity Capital
Georgia
$488K +$45.4K +598 +11%
IWA
731
Intercontinental Wealth Advisors
Texas
$487K -$200K -2,638 -31%
MCIA
732
Mountain Capital Investment Advisors
Colorado
$485K +$405K +5,336 New
FC
733
FORA Capital
Florida
$482K -$362K -4,759 -44%
MG
734
Mather Group
Illinois
$481K -$93.4K -1,229 -17%
Diamond Hill Capital Management
735
Diamond Hill Capital Management
Ohio
$480K -$127K -1,675 -22%
VF
736
Virtu Financial
New York
$480K +$51.7K +680 +13%
WB
737
WesBanco Bank
West Virginia
$478K -$38K -500 -8%
LC
738
Lavaca Capital
Texas
$467K +$437K +5,757 New
DIP
739
DT Investment Partners
Pennsylvania
$466K – – –
LNB
740
Ledyard National Bank
$466K – – –
ATPW
741
Ashton Thomas Private Wealth
Arizona
$457K -$341K -4,481 -44%
MFW
742
Meristem Family Wealth
Minnesota
$451K – – –
CBFP
743
Cedar Brook Financial Partners
Ohio
$450K -$43.6K -574 -9%
AAM
744
Auxier Asset Management
Oregon
$445K – – –
HCM
745
Hollencrest Capital Management
California
$444K -$20.5K -270 -5%
PG
746
Prostatis Group
Maryland
$439K +$88.2K +1,161 +27%
HJGA
747
Hardman Johnston Global Advisors
Connecticut
$437K – – –
TSS
748
Two Sigma Securities
New York
$436K +$409K +5,381 New
FWCM
749
Ferguson Wellman Capital Management
Oregon
$434K – – –
FC
750
Forte Capital
New York
$433K -$59K -776 -13%