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Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
426
TRUE Private Wealth Advisors
Oregon
$152K +$573 +10 +0.4%
DMBA
427
Deseret Mutual Benefit Administrators
Utah
$152K
BAM
428
Blueshift Asset Management
New Jersey
$151K -$7.62K -133 -5%
MCM
429
MAI Capital Management
Ohio
$150K +$1.09K +19 +0.7%
IW
430
Imprint Wealth
South Carolina
$149K +$150K +2,613 New
CAGAS
431
Capital Advisory Group Advisory Services
Minnesota
$149K
MC
432
Moors & Cabot
Massachusetts
$148K
FTDI
433
First Trust Direct Indexing
Massachusetts
$148K -$7.73K -135 -5%
CCP
434
Carmel Capital Partners
California
$148K +$149K +2,595 New
WAS
435
Winch Advisory Services
Wisconsin
$147K +$1.55K +27 +1%
SFS
436
Security Financial Services
Indiana
$147K +$16.3K +284 +12%
FFP
437
FourThought Financial Partners
Florida
$146K
CF
438
Corrigan Financial
Rhode Island
$146K
TFS
439
Thoroughbred Financial Services
Tennessee
$145K -$11.3K -198 -7%
HJIM
440
Henry James International Management
New York
$145K +$2.4K +42 +2%
AT
441
American Trust
Kentucky
$143K +$5.16K +90 +4%
CCMINC
442
Cardinal Capital Management Inc (North Carolina)
North Carolina
$141K
PFM
443
Patton Fund Management
Texas
$140K -$53.7K -938 -28%
SCM
444
Silvant Capital Management
Georgia
$137K
CAS
445
Coppell Advisory Solutions
Texas
$135K +$67.6K +1,180 +95%
CASC
446
Coppell Advisory Solutions Corp
Texas
$135K +$67.6K +1,180 +95%
CI
447
Conning Inc
Connecticut
$133K -$2.81K -49 -2%
GWAM
448
Guardian Wealth Advisors (Minnesota)
Minnesota
$132K +$133K +2,320 New
RFC
449
Regions Financial Corp
Alabama
$132K +$8.42K +147 +7%
VFA
450
Voya Financial Advisors
Connecticut
$131K +$135K +2,354 New