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Name Holding Trade Value Shares
Change
Change in
Stake
SB
1326
Simmons Bank
Arkansas
$611K -$106K -3,059 -15%
CFP
1327
Catalyst Financial Partners
Massachusetts
$611K +$29K +839 +5%
SI
1328
Severin Investments
Missouri
$611K +$355K +10,252 +150%
JWM
1329
Jeppson Wealth Management
California
$608K -$46.1K -1,333 -7%
HIP
1330
HUB Investment Partners
Texas
$606K +$319K +9,236 +119%
WFI
1331
West Family Investments
California
$605K +$25.8K +745 +5%
KMWM
1332
Keudell/Morrison Wealth Management
Oregon
$604K +$15K +434 +3%
ALAM
1333
Asahi Life Asset Management
Japan
$602K +$30.8K +890 +6%
SFS
1334
Stiles Financial Services
Minnesota
$601K -$175K -5,063 -23%
RAM
1335
Readystate Asset Management
Illinois
$601K +$583K +16,851 New
MSFS
1336
Main Street Financial Solutions
Pennsylvania
$601K -$1.17M -33,689 -67%
KNW
1337
Kesler Norman & Wride
Utah
$600K -$14.4K -416 -2%
BCFD
1338
Boit C.F. David
$599K
BIA
1339
Beacon Investment Advisors
Maryland
$597K +$3.87K +112 +0.7%
JMFC
1340
J.M. Forbes & Co
Massachusetts
$597K
AAS
1341
Ameritas Advisory Services
Nebraska
$593K -$199K -5,745 -26%
CGL
1342
Clarius Group LLC
Washington
$593K +$63.9K +1,846 +13%
LAM
1343
L2 Asset Management
Massachusetts
$592K +$13.5K +390 +2%
DMBA
1344
Deseret Mutual Benefit Administrators
Utah
$592K
PCP
1345
Perbak Capital Partners
United Kingdom
$591K +$310K +8,968 +118%
IIA
1346
Integral Investment Advisors
California
$590K -$20.2K -583 -3%
CIAS
1347
Capital Investment Advisory Services
North Carolina
$588K -$43K -1,244 -7%
JWCA
1348
J.W. Coons Advisors
Ohio
$586K -$10.4K -300 -2%
CIA
1349
Citadel Investment Advisory
Ohio
$586K -$50.2K -1,450 -8%
AWA
1350
Aaron Wealth Advisors
Illinois
$586K -$29.9K -864 -5%