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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
851
Phillips Wealth Planners
Mississippi
$728K
TA
852
TFB Advisors
Kansas
$727K -$441K -4,201 -39%
HIA
853
Harbor Investment Advisory
Maryland
$719K -$7.98K -76 -1%
Envestnet Portfolio Solutions
854
Envestnet Portfolio Solutions
Illinois
$714K -$563K -5,359 -46%
PA
855
Profund Advisors
Maryland
$710K +$96K +914 +17%
DS
856
DRW Securities
Illinois
$710K -$109K -1,034 -14%
PAMG
857
Patton Albertson Miller Group
Tennessee
$709K +$236K +2,245 +55%
PB
858
Pinnacle Bancorp
Nebraska
$708K +$8.19K +78 +1%
RMC
859
Resources Management Corp
Connecticut
$708K
RAM
860
Redmond Asset Management
Virginia
$708K -$105K -1,000 -14%
CAM
861
Carret Asset Management
New York
$706K
CFM
862
Catalyst Funds Management
Australia
$704K -$557K -5,300 -46%
BCA
863
Bay Colony Advisors
Massachusetts
$701K +$4.41K +42 +0.7%
MAA
864
Matrix Asset Advisors
New York
$697K +$1.47K +14 +0.2%
GGI
865
Godsey & Gibb Inc
Virginia
$694K -$92.4K -880 -12%
CT
866
Colonial Trust
South Carolina
$694K +$1.16K +11 +0.2%
SFS
867
Sowell Financial Services
Arkansas
$693K -$216K -2,058 -25%
CSI
868
Cross Staff Investments
New York
$693K
PAW
869
Plan A Wealth
Nebraska
$689K +$46.1K +439 +8%
JPWM
870
Jamison Private Wealth Management
Georgia
$684K +$315 +3 +0%
ABWM
871
Alpine Bank Wealth Management
Colorado
$681K
PFT
872
Providence First Trust
Arizona
$681K -$15.2K -145 -2%
HAM
873
Harmony Asset Management
Arizona
$678K
BPFA
874
Barnes Pettey Financial Advisors
Mississippi
$678K +$42K +400 +7%
CFB
875
Cullen/Frost Bankers
Texas
$677K -$21.2K -202 -3%