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Name Holding Trade Value Shares
Change
Change in
Stake
TBFA
626
Three Bearings Fiduciary Advisors
New Hampshire
$772 +$941 +8 New
SC
627
SouthState Corp
Florida
$763 – – –
EWA
628
EQ Wealth Advisors
Texas
$763 +$941 +8 New
NS
629
NBC Securities
Alabama
$762 – – –
HIA
630
HFM Investment Advisors
New Jersey
$668 -$118 -1 -13%
HFS
631
Hughes Financial Services
Virginia
$667 – – –
1CP
632
1015 Capital Partners
Pennsylvania
$667 +$823 +7 New
BFS
633
Bare Financial Services
Pennsylvania
$572 – – –
ZBNA
634
Zions Bancorporation, National Association
Utah
$572 +$706 +6 New
PWA
635
Principia Wealth Advisory
Texas
$381 -$118 -1 -20%
DF
636
Dunhill Financial
United Kingdom
$354 +$470 +4 New
SA
637
Seneschal Advisors
Washington
$286 -$118 -1 -25%
QWM
638
Quaker Wealth Management
New Jersey
$286 – – –
ACA
639
American Capital Advisory
Idaho
$191 – – –
HWA
640
HHM Wealth Advisors
Tennessee
$191 – – –
OC
641
Optima Capital
Oregon
$191 +$235 +2 New
TFM
642
TFC Financial Management
Massachusetts
$96 – – –
MFP
643
Meramec Financial Planners
Missouri
$41 – – –
RCM
644
Raleigh Capital Management
North Carolina
$35 – – –
DPIM
645
Duff & Phelps Investment Management
Illinois
– -$13.8M -105,506 Closed
Kovitz Investment Group Partners
646
Kovitz Investment Group Partners
Illinois
– -$9.41M -72,157 Closed
IP
647
Interval Partners
New York
– -$7.51M -57,575 Closed
Acadian Asset Management
648
Acadian Asset Management
Massachusetts
– -$5.25M -40,314 Closed
HI
649
Horizon Investments
North Carolina
– -$3.75M -28,819 Closed
LOAMS
650
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$3.54M -27,097 Closed