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Name Holding Trade Value Shares
Change
Change in
Stake
PK
976
Pflug Koory
Nebraska
$492K
CI
977
CX Institutional
Indiana
$491K +$49.1K +463 +12%
GCP
978
Gill Capital Partners
Colorado
$490K -$6.47K -61 -1%
CIAS
979
Capital Investment Advisory Services
North Carolina
$490K -$1.49K -14 -0.3%
OIC
980
Orion Investment Company
Missouri
$489K
CCC
981
Compass Capital Corp
Massachusetts
$488K +$466K +4,391 New
WG
982
Watchman Group
Texas
$486K
MIM
983
MTM Investment Management
South Carolina
$486K
MCM
984
Monument Capital Management
Virginia
$483K +$54.4K +513 +13%
CFM
985
Catalyst Funds Management
Australia
$480K +$458K +4,320 New
PAS
986
PKS Advisory Services
New York
$479K +$15.8K +149 +4%
BAM
987
Blueshift Asset Management
New Jersey
$479K +$457K +4,304 New
RZH
988
Relyea Zuckerberg Hanson
Connecticut
$478K -$955 -9 -0.2%
SPWG
989
Sage Private Wealth Group
Illinois
$478K +$29.7K +280 +7%
Federated Hermes
990
Federated Hermes
Pennsylvania
$477K -$321K -3,027 -41%
OBGC
991
O'Brien Greene & Co
Pennsylvania
$476K
BI
992
Ballast Inc
Kentucky
$475K
SWM
993
Segment Wealth Management
Texas
$475K +$453K +4,271 New
SG
994
StoneX Group
New York
$474K -$67.6K -637 -13%
HWAM
995
Hennion & Walsh Asset Management
New Jersey
$473K +$451K +4,253 New
MAM
996
Madison Asset Management
Wisconsin
$472K
TA
997
TrueWealth Advisors
Alabama
$471K +$424 +4 +0.1%
MIM
998
Moseley Investment Management
Florida
$471K +$5.83K +55 +1%
SIA
999
Sit Investment Associates
Minnesota
$467K
CCWM
1000
Cassaday & Co Wealth Management
Virginia
$467K -$3.71K -35 -0.8%