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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
251
Johnson Investment Counsel
Ohio
$202K +$1.7K +100 +0.9%
CIA
252
Capital Investment Advisors
Georgia
$201K -$11.8K -691 -6%
WH
253
Whitcomb & Hess
Ohio
$200K +$2.6K +153 +1%
AWA
254
Arkadios Wealth Advisors
Georgia
$199K -$112K -6,566 -37%
FIA
255
Foundations Investment Advisors
Arizona
$198K -$11.4K -672 -6%
PA
256
Pinnacle Associates
New York
$196K
CPIG
257
Chicago Partners Investment Group
Illinois
$194K +$172K +10,132 New
HWM
258
HB Wealth Management
Georgia
$193K +$7.37K +433 +4%
IAA
259
Independent Advisor Alliance
North Carolina
$191K -$17 -1 -0%
GHA
260
GW Henssler & Associates
Georgia
$187K +$182K +10,698 New
CAG
261
Csenge Advisory Group
Florida
$187K -$13.3K -781 -7%
TSS
262
Two Sigma Securities
New York
$181K -$253K -14,864 -59%
AFP
263
Ausdal Financial Partners
Iowa
$179K +$174K +10,224 New
TI
264
Tidal Investments
Wisconsin
$178K -$63.5K -3,733 -27%
BBHC
265
Brown Brothers Harriman & Co
New York
$167K
PW
266
Paladin Wealth
Minnesota
$144K +$140K +8,211 New
TRCT
267
Tower Research Capital (TRC)
New York
$129K -$743K -43,663 -86%
WPWM
268
Western Pacific Wealth Management
Illinois
$111K
VWM
269
Venturi Wealth Management
Texas
$107K +$83.8K +4,921 +423%
UB
270
UMB Bank
Missouri
$105K +$851 +50 +0.8%
DekaBank Deutsche Girozentrale
271
DekaBank Deutsche Girozentrale
Germany
$104K
TWD
272
True Wealth Design
Ohio
$101K +$98.6K +5,791 New
HCP
273
Hexagon Capital Partners
Arkansas
$95.2K +$16.2K +949 +21%
CA
274
Continuum Advisory
Idaho
$88.6K -$1.45K -85 -2%
SAM
275
S.A. Mason
Michigan
$87.6K -$30.6K -1,800 -26%