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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1226
Parsec Financial Management
North Carolina
$10.2M +$536K +5,543 +6%
CRB
1227
Chad R. Baker
$10.2M +$94.5K +978 +1%
OWA
1228
Octavia Wealth Advisors
Ohio
$10.2M +$36K +373 +0.4%
TCA
1229
Transcend Capital Advisors
New Jersey
$10.2M -$354K -3,669 -4%
CI
1230
CX Institutional
Indiana
$10.1M +$6.79M +70,322 +247%
MAS
1231
Meeder Advisory Services
Ohio
$10.1M +$54.7K +566 +0.6%
FC
1232
Fulcrum Capital
Washington
$10.1M +$579K +5,994 +7%
ACP
1233
Aviance Capital Partners
Florida
$10.1M +$1.42M +14,730 +18%
RPC
1234
Rossmore Private Capital
Connecticut
$10.1M -$6.47K -67 -0.1%
AWS
1235
AJ Wealth Strategies
New York
$10.1M -$102K -1,054 -1%
CT
1236
Coastline Trust
Rhode Island
$10.1M -$1.11M -11,448 -11%
Koshinski Asset Management
1237
Koshinski Asset Management
Illinois
$10M +$63.2K +654 +0.7%
SWA
1238
Stratos Wealth Advisors
Ohio
$10M -$71.4K -739 -0.8%
HP
1239
Highlander Partners
Texas
$10M
HA
1240
HHLR Advisors
Cayman Islands
$10M +$2.85M +29,500 +44%
AUB
1241
Atlantic Union Bankshares
Virginia
$10M -$1.12M -11,560 -11%
KFS
1242
Kurt F. Somerville
$9.99M +$849K +8,788 +10%
1WA
1243
180 Wealth Advisors
Washington
$9.99M +$115K +1,188 +1%
LFCM
1244
Long Focus Capital Management
Puerto Rico
$9.99M +$9.34M +96,700 New
AAS
1245
Annex Advisory Services
Wisconsin
$9.95M +$618K +6,395 +7%
HWAM
1246
Hennion & Walsh Asset Management
New Jersey
$9.95M -$1.64M -16,953 -15%
AA
1247
Apriem Advisors
California
$9.95M +$137K +1,420 +1%
HIC
1248
Holderness Investments Company
North Carolina
$9.93M -$39.6K -410 -0.4%
SCM
1249
Schnieders Capital Management
California
$9.92M +$394K +4,080 +4%
TCCM
1250
Timber Creek Capital Management
Massachusetts
$9.9M +$38.3K +396 +0.4%