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Name Holding Trade Value Shares
Change
Change in
Stake
SYBT
851
Stock Yards Bank & Trust
Kentucky
$541K – – –
CI
852
Cigna Investments
Connecticut
$539K -$4.47K -52 -0.9%
AIM
853
Allen Investment Management
New York
$536K – – –
WA
854
WBH Advisory
Maryland
$536K -$14.4K -168 -3%
GL
855
Graypoint LLC
New York
$535K +$10.1K +118 +2%
HWMG
856
Hurlow Wealth Management Group
Indiana
$533K +$54.2K +631 +12%
WCF
857
West Coast Financial
California
$531K -$55.6K -647 -10%
CWM
858
Collaborative Wealth Management
Florida
$530K -$860 -10 -0.2%
GSEP
859
Golden State Equity Partners
California
$530K +$510K +5,933 New
BWM
860
Biltmore Wealth Management
Arizona
$529K – – –
HH
861
Hilltop Holdings
Texas
$529K +$19.9K +232 +4%
SW
862
SkyOak Wealth
Michigan
$529K – – –
KIA
863
KCM Investment Advisors
California
$528K +$39K +454 +8%
APP
864
Avantax Planning Partners
Iowa
$526K +$13.2K +153 +3%
GWP
865
Gen-Wealth Partners
Michigan
$524K +$45.6K +530 +10%
SCA
866
Snowden Capital Advisors
New York
$519K +$430 +5 +0.1%
ACM
867
Advisors Capital Management
New Jersey
$515K +$69.4K +807 +16%
AP
868
Adero Partners
California
$511K +$21.8K +254 +5%
GM
869
GeoWealth Management
Illinois
$510K +$85.6K +996 +21%
ATPW
870
Ashton Thomas Private Wealth
Arizona
$510K -$1.03K -12 -0.2%
MIM
871
MTM Investment Management
South Carolina
$509K +$430 +5 +0.1%
EWA
872
EP Wealth Advisors
California
$508K +$120K +1,394 +32%
CYG
873
Clean Yield Group
Vermont
$507K +$2.15K +25 +0.4%
BPFA
874
Barnes Pettey Financial Advisors
Mississippi
$506K – – –
LWCFA
875
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$503K – – –