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Name Holding Trade Value Shares
Change
Change in
Stake
IGAM
901
iA Global Asset Management
Quebec, Canada
$641K -$13K -47 -2%
BFG
902
Birch Financial Group
New Hampshire
$640K +$144K +521 +28%
DSC
903
Duncker Streett & Co
Missouri
$640K -$98.5K -356 -13%
AA
904
ALPS Advisors
Colorado
$640K -$43.2K -156 -6%
LFAS
905
Level Four Advisory Services
Texas
$637K -$517K -1,867 -44%
PE
906
PCM Encore
Colorado
$636K +$14.4K +52 +2%
RIL
907
Rothschild Investment LLC
Illinois
$631K +$468K +1,690 +250%
AIP
908
Ameritas Investment Partners
Nebraska
$630K -$7.75K -28 -1%
TWPM
909
Total Wealth Planning & Management
Florida
$625K +$216K +780 +50%
MWM
910
Modern Wealth Management
Kansas
$622K -$224K -810 -26%
HTC
911
Haverford Trust Company
Pennsylvania
$621K -$6.92K -25 -1%
WDA
912
Wendell David Associates
New Hampshire
$618K – – –
HPM
913
Hudson Portfolio Management
New York
$617K +$102K +370 +19%
FCMC
914
Founders Capital Management (Connecticut)
Connecticut
$614K -$6.36K -23 -1%
CIA
915
Capital Investment Advisors
Georgia
$613K +$45.4K +164 +8%
RWA
916
River Wealth Advisors
Pennsylvania
$613K -$26K -94 -4%
FFN
917
Focus Financial Network
Minnesota
$609K +$31K +112 +5%
UB
918
UMB Bank
Missouri
$607K -$178K -642 -22%
CCA
919
Coign Capital Advisors
Utah
$606K +$32.9K +119 +6%
RWA
920
Redhawk Wealth Advisors
Minnesota
$594K -$59.2K -214 -9%
MPWT
921
MassMutual Private Wealth & Trust
Connecticut
$594K +$19.6K +71 +3%
OFS
922
OneAscent Financial Services
Alabama
$591K +$250K +902 +69%
WAM
923
Wolverine Asset Management
Illinois
$588K – – –
BBA
924
BLB&B Advisors
Pennsylvania
$586K -$4.7K -17 -0.8%
WA
925
Waddell & Associates
Tennessee
$584K +$606K +2,189 New