Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
1726
South Dakota Investment Council
South Dakota
$761K -$1.06K -10 -0.1%
PG
1727
Patten Group
Tennessee
$761K -$27.2K -257 -3%
AFM
1728
Abbot Financial Management
Massachusetts
$759K -$5.3K -50 -0.7%
PWP
1729
Phillips Wealth Planners
Mississippi
$757K -$17.2K -162 -2%
WIS
1730
Wright Investors Service
Connecticut
$755K -$2.54K -24 -0.3%
SEIA
1731
Signature Estate & Investment Advisors
California
$754K +$545K +5,141 +243%
SQA
1732
Simon Quick Advisors
New Jersey
$753K -$4.03K -38 -0.5%
KJHP
1733
K.J. Harrison & Partners
Ontario, Canada
$753K -$5.3K -50 -0.7%
CA
1734
Cambridge Advisors
Nebraska
$753K -$2.65K -25 -0.3%
SFCL
1735
Strengthening Families & Communities LLC
Massachusetts
$752K +$26.3K +248 +4%
LCGC
1736
Legacy Capital Group California
California
$749K +$27.1K +256 +4%
MI
1737
Motiv8 Investments
Florida
$745K +$47.8K +451 +7%
LCC
1738
Lincoln Capital Corp
Rhode Island
$743K -$68.6K -647 -8%
RDWM
1739
Red Door Wealth Management
Tennessee
$743K +$27.7K +261 +4%
PFA
1740
Pathway Financial Advisors
Vermont
$742K +$21.2K +200 +3%
PWM
1741
Palumbo Wealth Management
New York
$742K +$159K +1,499 +27%
AFG
1742
Allegheny Financial Group
Pennsylvania
$740K +$168K +1,580 +29%
SM
1743
Sciencast Management
New Jersey
$740K -$1M -9,475 -57%
HIS
1744
Harvest Investment Services
Illinois
$739K -$135K -1,276 -15%
TW
1745
Transform Wealth
Colorado
$739K +$530 +5 +0.1%
IP
1746
Investment Partners
Ohio
$739K -$114K -1,071 -13%
TCM
1747
Tributary Capital Management
Nebraska
$737K -$31.4K -296 -4%
CWM
1748
Concentric Wealth Management
California
$736K – – –
PC
1749
Prairiewood Capital
North Dakota
$733K – – –
GWP
1750
Gen-Wealth Partners
Michigan
$733K +$43.7K +412 +6%