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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
426
CIBC World Market
Ontario, Canada
$156K -$1.08M -18,888 -87%
MFG
427
Merit Financial Group
Georgia
$153K +$3.15K +55 +2%
TPWA
428
TRUE Private Wealth Advisors
Oregon
$152K +$573 +10 +0.4%
DMBA
429
Deseret Mutual Benefit Administrators
Utah
$152K – – –
BAM
430
Blueshift Asset Management
New Jersey
$151K -$7.62K -133 -5%
MCM
431
MAI Capital Management
Ohio
$150K +$1.09K +19 +0.7%
IW
432
Imprint Wealth
South Carolina
$149K +$150K +2,613 New
CAGAS
433
Capital Advisory Group Advisory Services
Minnesota
$149K – – –
MC
434
Moors & Cabot
Massachusetts
$148K – – –
FTDI
435
First Trust Direct Indexing
Massachusetts
$148K -$7.73K -135 -5%
CCP
436
Carmel Capital Partners
California
$148K +$149K +2,595 New
WAS
437
Winch Advisory Services
Wisconsin
$147K +$1.55K +27 +1%
SFS
438
Security Financial Services
Indiana
$147K +$16.3K +284 +12%
FFP
439
FourThought Financial Partners
Florida
$146K – – –
CF
440
Corrigan Financial
Rhode Island
$146K – – –
TFS
441
Thoroughbred Financial Services
Tennessee
$145K -$11.3K -198 -7%
HJIM
442
Henry James International Management
New York
$145K +$2.4K +42 +2%
AT
443
American Trust
Kentucky
$143K +$5.16K +90 +4%
CCMINC
444
Cardinal Capital Management Inc (North Carolina)
North Carolina
$141K – – –
PFM
445
Patton Fund Management
Texas
$140K -$53.7K -938 -28%
SCM
446
Silvant Capital Management
Georgia
$137K – – –
CAS
447
Coppell Advisory Solutions
Texas
$135K +$67.6K +1,180 +95%
CASC
448
Coppell Advisory Solutions Corp
Texas
$135K +$67.6K +1,180 +95%
CI
449
Conning Inc
Connecticut
$133K -$2.81K -49 -2%
GWAM
450
Guardian Wealth Advisors (Minnesota)
Minnesota
$132K +$133K +2,320 New