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Name Holding Trade Value Shares
Change
Change in
Stake
CI
726
CX Institutional
Indiana
$585K -$765K -2,370 -57%
HW
727
Hancock Whitney
Mississippi
$583K -$62.9K -195 -10%
COI
728
Connable Office Inc
Michigan
$582K -$9.36K -29 -2%
NAAA
729
New Age Alpha Advisors
New York
$574K +$532K +1,648 +1,986%
HI
730
Hudock Inc
Pennsylvania
$561K – – –
NCMW
731
Northern Capital Management (Washington)
Washington
$560K – – –
HFAS
732
Hummer Financial Advisory Services
Illinois
$558K – – –
PCP
733
Proficio Capital Partners
Massachusetts
$557K +$542K +1,680 New
AO
734
Advisor OS
Illinois
$556K -$225K -696 -29%
FI
735
Fosun International
China
$556K – – –
EW
736
Elyxium Wealth
California
$554K +$55.5K +172 +11%
GG
737
Greenwood Gearhart
Arkansas
$552K +$64.2K +199 +14%
EP
738
Evelyn Partners
$551K +$536K +1,661 New
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
$540K -$323 -1 -0.1%
GSWM
740
Golden State Wealth Management
California
$540K +$73.2K +227 +16%
AWA
741
Amplius Wealth Advisors
Pennsylvania
$540K +$140K +433 +36%
BP
742
BBR Partners
New York
$539K -$1.29K -4 -0.2%
PMFA
743
Plante Moran Financial Advisors
Michigan
$533K +$323 +1 +0.1%
KWM
744
KFG Wealth Management
Indiana
$531K +$645 +2 +0.1%
ISL
745
Ingalls & Snyder LLC
New York
$529K – – –
KCP
746
Kera Capital Partners
California
$528K +$122K +377 +31%
IA
747
IFP Advisors
Florida
$528K +$332K +1,030 +183%
KFSC
748
Keystone Financial Services (Colorado)
Colorado
$527K +$43.6K +135 +9%
PE
749
PCM Encore
Colorado
$520K – – –
WAS
750
Westco Advisory Services
New York
$516K -$323 -1 -0.1%