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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
701
James Investment Research
Ohio
$2.11M +$47.3K +242 +2%
JAG
702
Journey Advisory Group
Kentucky
$2.1M +$54.9K +281 +3%
SWS
703
SYSTM Wealth Solutions
Illinois
$2.1M +$122K +622 +6%
IA
704
IFG Advisory
Georgia
$2.1M +$177K +904 +9%
LBC
705
Lawrence B. Cohen
$2.09M -$5.87K -30 -0.3%
USAA
706
United Services Automobile Association
Texas
$2.09M +$89.2K +456 +4%
MGIA
707
Moneta Group Investment Advisors
Missouri
$2.09M +$84.3K +431 +4%
NHT
708
New Hampshire Trust
New Hampshire
$2.09M -$45.4K -232 -2%
SW
709
StrongBox Wealth
Missouri
$2.08M +$238K +1,219 +13%
AssetMark Inc
710
AssetMark Inc
California
$2.07M +$52.6K +269 +3%
EB
711
Eastern Bank
Massachusetts
$2.06M -$196 -1 -0%
CGA
712
Channing Global Advisors
Florida
$2.06M -$25.4K -130 -1%
CT
713
Caldwell Trust
Florida
$2.05M -$8.41K -43 -0.4%
CNBT
714
Canandaigua National Bank & Trust
New York
$2.04M +$80.2K +410 +4%
TCA
715
Transcend Capital Advisors
New Jersey
$2.03M -$31.9K -163 -2%
NWM
716
Northcape Wealth Management
New York
$2.03M +$42.2K +216 +2%
IC
717
IEQ Capital
California
$2.03M +$75.7K +387 +4%
SP
718
SWS Partners
Ohio
$1.99M +$271K +1,385 +16%
SEEDPG
719
S.E.E.D. Planning Group
New York
$1.99M +$502K +2,567 +33%
MFA
720
Mayflower Financial Advisors
Massachusetts
$1.98M -$3.91K -20 -0.2%
PAM
721
Panagora Asset Management
Massachusetts
$1.97M -$9.88M -50,529 -83%
SF
722
Slagle Financial
Illinois
$1.97M +$1.99M +10,166 New
CA
723
Clearstead Advisors
Ohio
$1.97M +$97.4K +498 +5%
SPC
724
Sigma Planning Corp
Michigan
$1.97M -$58.7K -300 -3%
LSAG
725
Lake Street Advisors Group
New Hampshire
$1.97M +$1.98M +10,145 New