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Name Holding Trade Value Shares
Change
Change in
Stake
YC
676
Yarbrough Capital
Tennessee
$604K
LJAC
677
L.J. Altfest & Co
New York
$601K -$412K -1,260 -42%
KA
678
Kintegral Advisory
New York
$601K -$7.53K -23 -1%
HFAS
679
Hummer Financial Advisory Services
Illinois
$600K
FTWA
680
Fifth Third Wealth Advisors
Ohio
$597K -$45.5K -139 -7%
CA
681
Crane Advisory
California
$597K
WPC
682
Wedmont Private Capital
Pennsylvania
$596K +$39.3K +120 +7%
HI
683
Hudock Inc
Pennsylvania
$596K
PWM
684
Perigon Wealth Management
California
$595K +$29.1K +89 +5%
S
685
SimplyRich
California
$591K
EFA
686
Evernest Financial Advisors
Indiana
$590K +$49.1K +150 +10%
NCMW
687
Northern Capital Management (Washington)
Washington
$584K
A
688
AustralianSuper
Australia
$579K
DFCM
689
Dark Forest Capital Management
Puerto Rico
$575K +$543K +1,661 New
PFS
690
Prospera Financial Services
Texas
$574K +$8.51K +26 +2%
HH
691
Hilltop Holdings
Texas
$568K +$270K +826 +101%
SB
692
Sunflower Bank
Texas
$567K -$3.27K -10 -0.6%
CI
693
Conning Inc
Connecticut
$566K
FBFS
694
First Business Financial Services
Wisconsin
$565K
UB
695
UMB Bank
Missouri
$564K +$64.5K +197 +14%
SWA
696
Stratos Wealth Advisors
Ohio
$561K +$18.3K +56 +4%
FA
697
FDx Advisors
Illinois
$554K -$31.4K -96 -6%
PWPS
698
Pinnacle Wealth Planning Services
Ohio
$553K -$9.49K -29 -2%
BIG
699
Brooklyn Investment Group
New York
$551K +$99.8K +305 +24%
KWM
700
KFG Wealth Management
Indiana
$550K -$91K -278 -15%