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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
701
Jacobi Capital Management
Pennsylvania
$724K -$44.1K -288 -6%
VHAM
702
Van Hulzen Asset Management
California
$720K +$708K +4,624 New
RWB
703
RMR Wealth Builders
New Jersey
$718K +$706K +4,613 New
SS
704
Simplicity Solutions
Minnesota
$717K +$47.9K +313 +7%
EFS
705
Essex Financial Services
Connecticut
$716K -$932K -6,092 -57%
FHA
706
First Horizon Advisors
Tennessee
$716K +$3.98K +26 +0.6%
CA
707
Claro Advisors
Massachusetts
$714K +$7.04K +46 +1%
FFWA
708
FRG Family Wealth Advisors
Washington
$706K -$87.2K -570 -11%
EI
709
Ethic Inc
New York
$698K +$686K +4,482 New
TA
710
TFG Advisers
Michigan
$697K +$13.2K +86 +2%
ACH
711
ArrowMark Colorado Holdings
Colorado
$693K
CFA
712
CWS Financial Advisors
Michigan
$687K +$676K +4,416 New
Fiera Capital (Canada)
713
Fiera Capital (Canada)
Quebec, Canada
$684K -$436K -2,851 -39%
SWP
714
Stratos Wealth Partners
Ohio
$683K -$22K -144 -3%
EHC
715
Everett Harris & Co
California
$682K
SL
716
Summitry LLC
California
$682K
GT
717
Glenview Trust
Kentucky
$675K -$94.4K -617 -12%
MFG
718
Monte Financial Group
Connecticut
$674K +$10.7K +70 +2%
PP
719
Parplus Partners
New York
$672K +$661K +4,319 New
MCM
720
MV Capital Management
Maryland
$671K +$123K +803 +23%
Capstone Investment Advisors
721
Capstone Investment Advisors
New York
$669K +$375K +2,450 +132%
YWP
722
YorkBridge Wealth Partners
New York
$668K +$13.9K +91 +2%
PCM
723
Parsons Capital Management
Rhode Island
$658K
OEP
724
Ocean Endowment Partners
Illinois
$658K +$646K +4,225 New
HL
725
HeadInvest LLC
Maine
$657K -$39.8K -260 -6%