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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1126
Capital Asset Advisory Services
Michigan
$408K -$13.4K -39 -3%
JFA
1127
JNBA Financial Advisors
Minnesota
$407K – – –
WFI
1128
West Family Investments
California
$405K +$42.4K +123 +11%
CAG
1129
Csenge Advisory Group
Florida
$404K +$50.7K +147 +14%
KP
1130
Keel Point
Alabama
$404K -$9.31K -27 -2%
CCG
1131
Chatham Capital Group
Georgia
$403K – – –
KCM
1132
Kathmere Capital Management
Pennsylvania
$400K +$31K +90 +8%
BSA
1133
Bull Street Advisors
Georgia
$398K – – –
SIM
1134
Stratos Investment Management
Ohio
$398K +$6.21K +18 +2%
PP
1135
Pingora Partners
Wyoming
$397K – – –
SC
1136
Searle & Co
Connecticut
$396K +$29.3K +85 +8%
WT
1137
Washington Trust
Rhode Island
$395K -$10K -29 -2%
CIM
1138
Contravisory Investment Management
Massachusetts
$393K +$410K +1,190 New
GCWM
1139
Graham Capital Wealth Management
District of Columbia
$391K – – –
BCG
1140
Breakwater Capital Group
New Jersey
$391K – – –
CW
1141
CreativeOne Wealth
Kansas
$391K -$23.1K -67 -5%
CIA
1142
Citadel Investment Advisory
Ohio
$390K -$14.1K -41 -3%
KAS
1143
KPP Advisory Services
Kentucky
$389K +$19.3K +56 +5%
HSA
1144
HBK Sorce Advisory
Pennsylvania
$389K +$23.4K +68 +6%
RZH
1145
Relyea Zuckerberg Hanson
Connecticut
$386K +$11.4K +33 +3%
NAMM
1146
NorthStar Asset Management (Massachusetts)
Massachusetts
$385K -$29.3K -85 -7%
ADL
1147
Asset Dedication LLC
California
$382K +$5.17K +15 +1%
AG
1148
AlTi Global
New York
$381K +$82.8K +240 +26%
BMCM
1149
Bryn Mawr Capital Management
Pennsylvania
$378K – – –
SFC
1150
SYM Financial Corp
Indiana
$378K +$394K +1,144 New