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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
301
D.A. Davidson & Co
Montana
$546K +$24.7K +477 +5%
FWP
302
FAS Wealth Partners
Kansas
$546K -$36K -696 -6%
ONB
303
Old National Bancorp
Indiana
$539K -$2.33K -45 -0.4%
UCFA
304
United Capital Financial Advisors
Texas
$537K -$394K -7,615 -42%
P
305
Pitcairn
Pennsylvania
$537K -$19.5K -377 -3%
BV
306
Boxwood Ventures
Illinois
$532K
CAG
307
Csenge Advisory Group
Florida
$531K -$97.2K -1,878 -15%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$527K +$135K +2,605 +34%
BC
309
Bridgefront Capital
Texas
$527K +$234K +4,521 +78%
IC
310
IEQ Capital
California
$523K +$64.7K +1,250 +14%
BFEC
311
Benjamin F. Edwards & Company
Missouri
$518K +$11.2K +217 +2%
CAM
312
Carret Asset Management
New York
$518K -$15.5K -300 -3%
URS
313
Utah Retirement Systems
Utah
$516K -$36.2K -700 -6%
BPA
314
Beacon Pointe Advisors
California
$512K -$5.17K -100 -1%
WCA
315
Westover Capital Advisors
Delaware
$510K -$13.5K -260 -3%
WPC
316
Wedmont Private Capital
Pennsylvania
$508K +$229K +4,434 +83%
CFGS
317
Concourse Financial Group Securities
Alabama
$498K -$6.26K -121 -1%
BAM
318
Belpointe Asset Management
Nevada
$487K +$39.6K +765 +9%
VVP
319
Venture Visionary Partners
Ohio
$487K -$74.4K -1,438 -13%
Capstone Investment Advisors
320
Capstone Investment Advisors
New York
$476K +$482K +9,307 New
OPA
321
Old Port Advisors
Maine
$473K -$9.62K -186 -2%
MLA
322
My Legacy Advisors
Oregon
$473K +$12.2K +235 +3%
Balyasny Asset Management
323
Balyasny Asset Management
Illinois
$459K +$465K +8,979 New
CL
324
CSS LLC
Illinois
$458K +$33.4K +645 +8%
AAS
325
Avantax Advisory Services
Texas
$457K +$462K +8,933 New