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Name Holding Trade Value Shares
Change
Change in
Stake
FRM
1401
Fox Run Management
Connecticut
$949K +$259K +722 +37%
Financial Engines Advisors
1402
Financial Engines Advisors
California
$946K +$8.97K +25 +0.9%
LCM
1403
LCM Capital Management
Illinois
$944K -$28.3K -79 -3%
TCWA
1404
Turtle Creek Wealth Advisors
Texas
$943K +$258K +718 +37%
IIA
1405
IPG Investment Advisors
California
$940K +$648K +1,807 +210%
PNC
1406
Park National Corp
Ohio
$934K +$359 +1 +0%
CAM
1407
CenterStar Asset Management
Illinois
$932K +$947K +2,641 New
LWL
1408
Leo Wealth LLC
Texas
$931K -$299K -834 -24%
IRP
1409
Investment Research Partners
Pennsylvania
$929K +$987K +2,750 New
PMAM
1410
Picton Mahoney Asset Management
Ontario, Canada
$928K +$944K +2,630 New
OFS
1411
Orrstown Financial Services
Pennsylvania
$927K +$11.1K +31 +1%
DWM
1412
Drive Wealth Management
Utah
$926K -$52.4K -146 -5%
FBC
1413
Fairfield, Bush & Co
Connecticut
$925K -$277K -772 -23%
CIA
1414
Cape Investment Advisory
Georgia
$924K -$93.6K -261 -9%
MIC
1415
Means Investment Company
Maine
$924K
AWC
1416
Abundance Wealth Counselors
Pennsylvania
$922K +$28.7K +80 +3%
RT
1417
Rockland Trust
Massachusetts
$918K +$298K +830 +47%
FC
1418
Farringdon Capital
United Kingdom
$918K +$518K +1,445 +125%
GI
1419
GAMCO Investors
Connecticut
$913K -$63.5K -177 -6%
RA
1420
RiverPark Advisors
New York
$912K -$141K -393 -13%
FFA
1421
Fortune Financial Advisors
Kansas
$911K +$19.4K +54 +2%
XT
1422
XTX Topco
Cayman Islands
$909K -$12.4M -34,426 -93%
EHWM
1423
Eads & Heald Wealth Management
Georgia
$901K -$143K -398 -13%
SB
1424
Strategic Blueprint
Georgia
$900K -$1.11M -3,106 -55%
CIAS
1425
Capital Investment Advisory Services
North Carolina
$900K +$83.2K +232 +10%