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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1126
Synergy Financial Group
California
$592K +$62.1K +79 +15%
TAM
1127
Titleist Asset Management
Texas
$590K -$253K -322 -35%
SWA
1128
Stratos Wealth Advisors
Ohio
$590K +$26.7K +34 +6%
KCM
1129
Kathmere Capital Management
Pennsylvania
$588K +$140K +178 +41%
VCM
1130
Voleon Capital Management
California
$585K +$475K +604 New
RW
1131
RVW Wealth
California
$584K
HL
1132
HeadInvest LLC
Maine
$583K +$66K +84 +16%
BFA
1133
Beaumont Financial Advisors
Massachusetts
$581K +$18.9K +24 +4%
SC
1134
Solstein Capital
California
$580K
CWA
1135
CogentBlue Wealth Advisors
Tennessee
$576K -$7.86K -10 -2%
CB
1136
CNB Bank
Pennsylvania
$575K -$15.7K -20 -3%
FCBT
1137
First Citizens Bank & Trust
North Carolina
$575K -$5.5K -7 -1%
WAG
1138
Wallace Advisory Group
California
$575K -$94.3K -120 -14%
APWM
1139
Argonautica Private Wealth Management
Massachusetts
$574K -$89.6K -114 -16%
FMTC
1140
Farmers & Merchants Trust Company
California
$574K -$1.57K -2 -0.3%
V
1141
ViaWealth
Kansas
$573K -$70.7K -90 -13%
Fiera Capital (Canada)
1142
Fiera Capital (Canada)
Quebec, Canada
$573K +$108K +138 +30%
FA
1143
Fedenia Advisers
Wisconsin
$572K +$5.5K +7 +1%
PL
1144
Perpetual Ltd
Australia
$567K -$164K -208 -26%
HIC
1145
Holderness Investments Company
North Carolina
$567K +$28.3K +36 +7%
PFSC
1146
Peoples Financial Services Corp
Pennsylvania
$563K +$44.8K +57 +11%
MYIA
1147
Mount Yale Investment Advisors
Colorado
$563K -$2.57M -3,273 -85%
NCM
1148
Noesis Capital Mangement
Florida
$562K +$457K +581 New
MAM
1149
McLean Asset Management
Virginia
$562K +$18.9K +24 +5%
CCA
1150
Clearwater Capital Advisors
Illinois
$561K +$1.57K +2 +0.3%