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Broadridge

Name Holding Trade Value Shares
Change
Change in
Stake
QC
851
Quent Capital
New York
$85.1K -$7.03K -37 -7%
IAAG
852
Innovative Asset Advisors Group
Connecticut
$81.9K +$95.4K +502 New
CSP
853
Cary Street Partners
Virginia
$79.8K -$45K -237 -33%
CCM
854
Chilton Capital Management
Texas
$78.3K
CCWM
855
Cassaday & Co Wealth Management
Virginia
$78K +$91.2K +480 New
DFA
856
DHJJ Financial Advisors
Illinois
$77.7K
EP
857
Essential Partners
California
$75.4K +$72.6K +382 +466%
TCOT
858
Trust Company of Toledo
Ohio
$73.3K +$190 +1 +0.2%
CT
859
Clearstead Trust
Maine
$72.3K -$13.5K -71 -14%
CI
860
Corient IA
Florida
$71.5K +$83.6K +440 New
Acadian Asset Management
861
Acadian Asset Management
Massachusetts
$71K -$9.12K -48 -10%
AF
862
Advisornet Financial
Minnesota
$68.2K -$3.04K -16 -4%
AAG
863
Armstrong Advisory Group
Massachusetts
$67.3K
DJSG
864
D.J. St. Germain
Massachusetts
$65.5K
CSB
865
City State Bank
Iowa
$65.3K +$57K +300 +294%
CAL
866
Capital Advisors Ltd
Ohio
$64K -$5.13K -27 -6%
FNWA
867
Financial Network Wealth Advisors
Utah
$63.4K -$7.6K -40 -9%
TWD
868
True Wealth Design
Ohio
$60.9K +$58.7K +309 +468%
FCAS
869
First Command Advisory Services
Texas
$60.6K -$10.1K -53 -12%
CH
870
Cromwell Holdings
Wyoming
$60K +$1.9K +10 +3%
SC
871
SouthState Corp
Florida
$59.6K +$760 +4 +1%
SIC
872
SJS Investment Consulting
Ohio
$58.3K +$65.2K +343 +2,144%
OWA
873
Opal Wealth Advisors
New York
$58.2K +$68K +358 New
PB
874
Pinnacle Bancorp
Nebraska
$57.5K
MWPCG
875
Measured Wealth Private Client Group
New Hampshire
$57.5K +$5.7K +30 +9%