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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
401
Advisory Services Network
Georgia
$172K
CI
402
Cigna Investments
Connecticut
$171K -$4.46K -84 -3%
CIA
403
Concurrent Investment Advisors
Florida
$170K -$2.92K -55 -2%
FIM
404
Freedom Investment Management
Connecticut
$169K +$4.14K +78 +3%
FFM
405
Forum Financial Management
Illinois
$167K +$11.2K +211 +8%
HSA
406
HBK Sorce Advisory
Pennsylvania
$167K -$45.8K -862 -23%
CIA
407
Choate Investment Advisors
Massachusetts
$166K -$902 -17 -0.6%
AIP
408
Ameritas Investment Partners
Nebraska
$166K -$15.1K -284 -9%
HPM
409
Hoxton Planning & Management
West Virginia
$164K +$902 +17 +0.6%
MLIC
410
Mandatum Life Insurance Company
Finland
$164K +$8.81K +166 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
411
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$163K +$3.19K +60 +2%
GWAM
412
Guardian Wealth Advisors (Minnesota)
Minnesota
$159K -$29.7K -560 -17%
SAM
413
Silvercrest Asset Management
New York
$159K +$28.9K +544 +24%
BAM
414
Belpointe Asset Management
Nevada
$158K +$148K +2,794 New
GF
415
Gries Financial
Ohio
$156K +$265 +5 +0.2%
DILIC
416
Dai-ichi Life Insurance Company
Japan
$156K
WAS
417
Winch Advisory Services
Wisconsin
$156K
STA
418
Summit Trail Advisors
New York
$154K +$145K +2,726 New
CA
419
Claro Advisors
Massachusetts
$152K +$143K +2,685 New
SC
420
Syon Capital
California
$152K +$9.66K +182 +7%
CAGAS
421
Capital Advisory Group Advisory Services
Minnesota
$148K
Koshinski Asset Management
422
Koshinski Asset Management
Illinois
$147K
VCP
423
Verus Capital Partners
Arizona
$147K -$37.1K -699 -21%
YDMI
424
Y.D. More Investments
Israel
$145K +$4.35K +82 +3%
CF
425
Corrigan Financial
Rhode Island
$145K