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Name Holding Trade Value Shares
Change
Change in
Stake
SA
576
SRN Advisors
Pennsylvania
$897K +$39.7K +128 +5%
DAS
577
Dynamic Advisor Solutions
Arizona
$886K +$31.9K +103 +4%
TSWM
578
Tyler-Stone Wealth Management
Ohio
$874K
ONB
579
Old National Bancorp
Indiana
$869K -$93.6K -302 -10%
GIM
580
Grassi Investment Management
California
$868K -$124K -400 -13%
CG
581
Caprock Group
Idaho
$868K -$27K -87 -3%
DADC
582
D.A. Davidson & Co
Montana
$846K -$14.9K -48 -2%
ACM
583
AlphaStar Capital Management
North Carolina
$843K +$783K +2,526 New
CQS
584
Credential Qtrade Securities
$840K -$4.89M -15,763 -86%
CWM
585
Connecticut Wealth Management
Connecticut
$838K -$26.4K -85 -3%
MGIA
586
Moneta Group Investment Advisors
Missouri
$837K +$21.7K +70 +3%
SW
587
SVB Wealth
Massachusetts
$836K -$16.7K -54 -2%
HA
588
Harbor Advisors
Florida
$834K
MMA
589
Miracle Mile Advisors
California
$828K -$32.9K -106 -4%
SIM
590
Sentry Investment Management
Wisconsin
$821K
CP
591
Covenant Partners
Tennessee
$819K
QCG
592
Quadrant Capital Group
Ohio
$811K -$48.1K -155 -6%
PPA
593
Painted Porch Advisors
California
$800K
PA
594
Parallel Advisors
California
$799K +$23.6K +76 +3%
CPBTD
595
Central Pacific Bank - Trust Division
Hawaii
$796K +$749K +2,416 New
BSB
596
Bangor Savings Bank
Maine
$784K -$47.4K -153 -6%
TAM
597
Trust Asset Management
Texas
$784K
RI
598
Rinkey Investments
California
$784K +$729K +2,350 New
CCA
599
Criterion Capital Advisors
Tennessee
$782K -$4.34K -14 -0.6%
FA
600
FDx Advisors
Illinois
$779K -$10.2K -33 -1%