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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
1301
King Wealth Management Group
Florida
$1.36M -$84.2K -1,624 -6%
BTNA
1302
Bremer Trust National Association
Minnesota
$1.36M +$11.6K +223 +0.9%
FI
1303
FormulaFolio Investments
Michigan
$1.34M +$928K +17,888 +289%
SS
1304
Simplicity Solutions
Minnesota
$1.34M +$222K +4,283 +22%
CIM
1305
Cetera Investment Management
California
$1.34M -$151K -2,902 -11%
NFG
1306
Nations Financial Group
Iowa
$1.34M +$41.2K +795 +3%
PMFA
1307
Plante Moran Financial Advisors
Michigan
$1.33M +$9.34K +180 +0.8%
RIA
1308
Regal Investment Advisors
Michigan
$1.33M +$3.53K +68 +0.3%
AWA
1309
Arete Wealth Advisors
Illinois
$1.33M +$830K +15,999 +204%
YIA
1310
YHB Investment Advisors
Connecticut
$1.33M +$220K +4,240 +22%
RCA
1311
Rowland Carmichael Advisors
Arizona
$1.33M +$344K +6,640 +39%
YP
1312
Yellowstone Partners
Idaho
$1.33M +$96.3K +1,857 +8%
HCIA
1313
Hochman Cole Investment Advisors
Illinois
$1.32M +$573K +11,055 +84%
SM
1314
Sciencast Management
New Jersey
$1.32M +$1.23M +23,700 New
HS
1315
HighVista Strategies
Massachusetts
$1.32M -$265K -5,100 -18%
NMIFOAC
1316
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.32M
AF
1317
Allworth Financial
California
$1.31M +$79.4K +1,531 +7%
WPW
1318
Waldron Private Wealth
Pennsylvania
$1.31M -$707K -13,636 -36%
MWM
1319
Modera Wealth Management
New Jersey
$1.3M +$47.2K +910 +4%
CCT
1320
Country Club Trust
Missouri
$1.3M -$269K -5,177 -18%
PAM
1321
Private Asset Management
California
$1.3M -$19.1K -369 -2%
FWM
1322
Frontier Wealth Management
Missouri
$1.3M +$10.3K +199 +0.9%
ST
1323
Somerset Trust
Pennsylvania
$1.3M -$713K -13,741 -37%
PGIM
1324
Pacific Global Investment Management
California
$1.3M -$30.6K -589 -2%
SFI
1325
SPC Financial Inc
Maryland
$1.3M -$11.2K -216 -0.9%