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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1326
Regal Investment Advisors
Michigan
$569K +$1.48K +7 +0.2%
AA
1327
ALPS Advisors
Colorado
$569K +$597K +2,827 New
LWMG
1328
Levy Wealth Management Group
Pennsylvania
$566K
SIMM
1329
Stillwater Investment Management (Minnesota)
Minnesota
$565K
DWM
1330
Doyle Wealth Management
Florida
$564K
Fayez Sarofim & Co
1331
Fayez Sarofim & Co
Texas
$563K +$132K +627 +29%
RTS
1332
Round Table Services
New Jersey
$562K +$203K +962 +53%
WIA
1333
Westbourne Investment Advisors
Maryland
$561K -$76.1K -360 -11%
NB
1334
Nicolet Bankshares
Wisconsin
$561K -$32.1K -152 -5%
SM
1335
Sciencast Management
New Jersey
$561K +$562K +2,660 New
PIM
1336
Penobscot Investment Management
Massachusetts
$560K -$2.11K -10 -0.4%
BWM
1337
Buckley Wealth Management
Nevada
$560K +$19K +90 +3%
PCM
1338
Parsons Capital Management
Rhode Island
$559K
MWA
1339
Moser Wealth Advisors
Washington
$558K -$63.4K -300 -10%
NCM
1340
Noesis Capital Mangement
Florida
$558K -$42.3K -200 -7%
HAM
1341
Hedges Asset Management
Nevada
$558K +$585K +2,770 New
RC
1342
Rovin Capital
Arizona
$558K +$585K +2,770 New
T
1343
TRUADVICE
Florida
$557K +$211 +1 +0%
SWA
1344
Sax Wealth Advisors
New Jersey
$555K -$7.61K -36 -1%
CAAS
1345
Capital Asset Advisory Services
Michigan
$554K -$59.8K -283 -9%
CA
1346
Crumly & Associates
Illinois
$552K +$99.3K +470 +21%
MCM
1347
Maryland Capital Management
Maryland
$550K -$134K -634 -19%
OC
1348
Oakworth Capital
Alabama
$547K -$45.4K -215 -7%
PFPT
1349
Pinnacle Financial Partners (Tennessee)
Tennessee
$547K +$14.8K +70 +3%
JFGIW
1350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$546K -$11.8K -56 -2%