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Name Holding Trade Value Shares
Change
Change in
Stake
FF
626
FourThought Financial
Florida
$737K -$24.6K -393 -3%
Gratus Capital
627
Gratus Capital
Georgia
$732K – – –
Bragg Financial Advisors
628
Bragg Financial Advisors
North Carolina
$732K +$24.6K +393 +4%
SFA
629
Souders Financial Advisors
Ohio
$730K +$710K +11,343 New
ACWM
630
Adams Chetwood Wealth Management
North Carolina
$725K +$3.38K +54 +0.5%
PWLP
631
Prio Wealth Limited Partnership
Massachusetts
$723K – – –
RT
632
Rockland Trust
Massachusetts
$722K -$39.8K -636 -5%
ACM
633
Argyle Capital Management
Pennsylvania
$722K – – –
Jones Financial Companies
634
Jones Financial Companies
Missouri
$714K -$34.4K -550 -5%
Confluence Wealth Services
635
Confluence Wealth Services
Pennsylvania
$711K -$81K -1,293 -10%
Atlantic Union Bankshares
636
Atlantic Union Bankshares
Virginia
$711K +$30K +479 +5%
SPC
637
Stewart & Patten Company
California
$702K – – –
CI
638
Cigna Investments
Connecticut
$700K -$195K -3,107 -22%
SAM
639
Smithbridge Asset Management
Pennsylvania
$696K +$31.3K +500 +5%
Nicholas Hoffman & Company
640
Nicholas Hoffman & Company
Georgia
$692K -$50K -799 -7%
CFD
641
Creative Financial Designs
Indiana
$689K +$188 +3 +0%
MUFG Americas
642
MUFG Americas
New York
$685K +$4.95K +79 +0.7%
CIC
643
Cornercap Investment Counsel
Georgia
$684K -$14.8K -236 -2%
ZWJ Investment Counsel
644
ZWJ Investment Counsel
Georgia
$684K – – –
DLHL
645
Donald L. Hagan LLC
Florida
$679K -$53K -846 -7%
First Merchants Corp
646
First Merchants Corp
Indiana
$677K -$21.9K -350 -3%
Kingsview Wealth Management
647
Kingsview Wealth Management
Oregon
$677K -$23.4K -374 -3%
Integrated Wealth Concepts
648
Integrated Wealth Concepts
Massachusetts
$673K +$52.8K +843 +9%
IRF
649
IBM Retirement Fund
New York
$671K -$36.6K -584 -5%
FPWM
650
FSB Premier Wealth Management
Iowa
$668K – – –