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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1251
Legacy Financial Advisors
Kentucky
$650K +$124K +588 +22%
ECG
1252
Edge Capital Group
Georgia
$649K -$56.4K -267 -8%
KCM
1253
Kornitzer Capital Management
Kansas
$649K
LA
1254
Legacy Advisors
Pennsylvania
$648K
DP
1255
DDD Partners
Washington
$647K +$679K +3,216 New
FMLI
1256
Fukoku Mutual Life Insurance
Japan
$640K +$21.1K +100 +3%
TPCW
1257
TD Private Client Wealth
New York
$638K -$3.38K -16 -0.5%
F
1258
F3Logic
Minnesota
$638K -$58.3K -276 -8%
IA
1259
Insight Advisors
Pennsylvania
$638K +$383K +1,814 +134%
DA
1260
Doliver Advisors
Texas
$636K +$75.4K +357 +13%
LSPW
1261
Lake Street Private Wealth
Illinois
$635K +$667K +3,155 New
SW
1262
SlateStone Wealth
Florida
$633K +$664K +3,144 New
Members Trust
1263
Members Trust
Florida
$632K -$84.3K -399 -11%
ATC
1264
Adirondack Trust Company
New York
$631K -$4.23K -20 -0.6%
TIA
1265
Trust Investment Advisors
Indiana
$631K +$11K +52 +2%
SAM
1266
SignalPoint Asset Management
Missouri
$630K -$32.7K -155 -5%
KFA
1267
Kelleher Financial Advisors
New York
$627K -$457K -2,165 -41%
RA
1268
RFG Advisory
Alabama
$626K -$55.6K -263 -8%
CA
1269
Clearstead Advisors
Ohio
$625K -$15.2K -72 -2%
VFM
1270
Vivid Financial Management
California
$623K -$124K -585 -16%
SFI
1271
Siemens Fonds Invest
Germany
$623K -$4.23K -20 -0.6%
CIM
1272
CIM Investment Management
Pennsylvania
$622K -$13.1K -62 -2%
PAS
1273
Park Avenue Securities
New York
$618K +$35.7K +169 +6%
HCA
1274
Harbour Capital Advisors
Virginia
$617K -$16.5K -78 -2%
BPC
1275
Banque Pictet & Cie
Switzerland
$617K +$13.5K +64 +2%