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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
751
Roberts, Glore & Co
Illinois
$518K +$13K +60 +2%
FAFN
752
First Affirmative Financial Network
Colorado
$513K +$557K +2,563 New
ALAM
753
Asahi Life Asset Management
Japan
$513K +$558K +2,565 New
BONH
754
Bank of New Hampshire
New Hampshire
$512K – – –
CL
755
CSS LLC
Illinois
$507K – – –
WA
756
Wambolt & Associates
Colorado
$507K – – –
GTAM
757
Global Trust Asset Management
Florida
$506K +$19.8K +91 +4%
PTC
758
Private Trust Company
Ohio
$506K +$33.5K +154 +6%
SWM
759
Spire Wealth Management
Virginia
$505K +$56.1K +258 +11%
VCA
760
Verdence Capital Advisors
Maryland
$504K +$158K +728 +41%
CI
761
Cigna Investments
Connecticut
$503K -$15.2K -70 -3%
1832 Asset Management
762
1832 Asset Management
Ontario, Canada
$503K +$533K +2,451 New
SXL
763
Summit X LLC
Missouri
$502K +$41.7K +192 +8%
BMC
764
Beaton Management Company
Massachusetts
$501K – – –
PCS
765
Personal CFO Solutions
New Jersey
$499K -$65.7K -302 -11%
TF
766
Threadgill Financial
Texas
$499K +$535K +2,459 New
AIM
767
Alhambra Investment Management
Florida
$497K -$22.8K -105 -4%
RBFC
768
Roman Butler Fullerton & Co
Missouri
$491K -$6.31K -29 -1%
WP
769
WealthShield Partners
North Carolina
$491K +$427K +1,963 +401%
QCM
770
Quest Capital Management
Texas
$482K +$18.9K +87 +4%
HW
771
Hancock Whitney
Mississippi
$481K -$83.9K -386 -14%
SIC
772
Salem Investment Counselors
North Carolina
$480K +$454K +2,090 +681%
KIA
773
KCM Investment Advisors
California
$478K +$64.6K +297 +14%
AWE
774
Avidian Wealth Enterprises
Texas
$477K +$18.5K +85 +4%
IC
775
Inverness Counsel
New York
$477K +$245K +1,127 +90%