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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
576
Montgomery Investment Management
Maryland
$452K -$9.14K -200 -1%
TPCW
577
TD Private Client Wealth
New York
$452K +$469K +10,253 +349%
SP
578
Symmetry Partners
Connecticut
$449K -$97.1K -2,124 -14%
CA
579
Cetera Advisors
Colorado
$446K +$1.1K +24 +0.2%
PFS
580
Prospera Financial Services
Texas
$442K -$1.71M -37,451 -74%
DI
581
DAGCO Inc
Ohio
$441K -$36.2K -793 -6%
MYIA
582
Mount Yale Investment Advisors
Colorado
$434K +$241K +5,283 +71%
HBWM
583
Hollow Brook Wealth Management
New York
$427K
CSA
584
Cottage Street Advisors
Massachusetts
$424K -$9.14K -200 -2%
BHWM
585
Bar Harbor Wealth Management
New Hampshire
$423K -$195K -4,273 -26%
AAS
586
Avantax Advisory Services
Texas
$419K +$31.8K +695 +6%
GCMG
587
Gyroscope Capital Management Group
Florida
$419K +$93.8K +2,052 +20%
BSW
588
Buckingham Strategic Wealth
Missouri
$414K -$331K -7,248 -37%
MSAM
589
Moloney Securities Asset Management
Missouri
$413K -$46.4K -1,016 -8%
ACM
590
Argyle Capital Management
Pennsylvania
$412K
VI
591
Versor Investments
New York
$411K +$548K +11,997 New
QI
592
Qtron Investments
Massachusetts
$409K -$300K -6,555 -35%
WT
593
Washington Trust
Rhode Island
$408K -$203K -4,435 -27%
ATI
594
Act Two Investors
California
$407K
AWA
595
ARS Wealth Advisors
Florida
$402K +$183 +4 +0%
CI
596
Conning Inc
Connecticut
$401K -$16K -350 -3%
NWP
597
Northstar Wealth Partners
Connecticut
$400K
PWLP
598
Prio Wealth Limited Partnership
Massachusetts
$399K
DIM
599
DC Investments Management
Virginia
$399K +$124K +2,722 +30%
ST
600
Spinnaker Trust
Maine
$394K -$2.74K -60 -0.5%