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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
926
SevenBridge Financial Group
Pennsylvania
$333K -$8.09K -109 -2%
PWS
927
Peloton Wealth Strategists
Indiana
$332K +$148 +2 +0%
BW
928
Bison Wealth
Georgia
$332K -$39.5K -532 -11%
AAS
929
Annex Advisory Services
Wisconsin
$331K
UM
930
UniSuper Management
Australia
$330K
FWM
931
Fairhaven Wealth Management
Illinois
$330K
AFG
932
ABLE Financial Group
Arizona
$330K -$78.6K -1,059 -20%
TFS
933
Thoroughbred Financial Services
Tennessee
$329K +$319K +4,299 New
RZH
934
Relyea Zuckerberg Hanson
Connecticut
$326K +$1.19K +16 +0.4%
IW
935
Imprint Wealth
South Carolina
$326K -$41.1K -553 -12%
TA
936
TrueWealth Advisors
Alabama
$323K +$297 +4 +0.1%
SIA
937
Sit Investment Associates
Minnesota
$322K
KIA
938
KCM Investment Advisors
California
$319K +$23.2K +312 +8%
HSWM
939
Hubbell Strickland Wealth Management
Louisiana
$318K +$148 +2 +0%
RG
940
Renaissance Group
Kentucky
$316K
HC
941
Hamilton Capital
Ohio
$316K -$31.5K -425 -9%
EWA
942
EP Wealth Advisors
California
$316K +$13.4K +181 +5%
ACP
943
Aviance Capital Partners
Florida
$315K -$21.5K -290 -7%
FCP
944
Fidelis Capital Partners
Florida
$315K +$34.4K +464 +13%
PM
945
Penbrook Management
New York
$315K
BAM
946
Blueshift Asset Management
New Jersey
$314K +$304K +4,092 New
SL
947
Salomon & Ludwin
Virginia
$314K -$5.12K -69 -2%
CI
948
CX Institutional
Indiana
$314K -$3.93K -53 -1%
PAG
949
Powers Advisory Group
Illinois
$313K +$668 +9 +0.2%
PTC
950
Philadelphia Trust Company
Pennsylvania
$310K