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Name Holding Trade Value Shares
Change
Change in
Stake
RGF
601
Retirement Guys Formula
Ohio
$1.54M +$1.41M +4,747 New
MYAM
602
Meiji Yasuda Asset Management
Japan
$1.53M -$62.8K -212 -4%
SS
603
Sunbelt Securities
Texas
$1.53M -$24K -81 -2%
NIM
604
NEOS Investment Management
Connecticut
$1.53M +$241K +812 +21%
KWA
605
Kingswood Wealth Advisors
California
$1.52M +$12.7K +43 +0.9%
WA
606
Waverly Advisors
Alabama
$1.52M +$22.5K +76 +2%
PWMAG
607
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M -$7.41K -25 -0.5%
SAM
608
Smithbridge Asset Management
Pennsylvania
$1.51M +$555K +1,872 +67%
NSIM
609
North Star Investment Management
Illinois
$1.5M +$296 +1 +0%
MFG
610
Merit Financial Group
Georgia
$1.5M -$757K -2,556 -36%
CFGS
611
Concourse Financial Group Securities
Alabama
$1.49M -$7.7K -26 -0.6%
UB
612
Umpqua Bank
Oregon
$1.49M -$12.1K -41 -0.9%
SW
613
SlateStone Wealth
Florida
$1.49M +$40K +135 +3%
FHB
614
First Hawaiian Bank
Hawaii
$1.49M -$8K -27 -0.6%
BF
615
BOK Financial
Oklahoma
$1.48M -$1.19K -4 -0.1%
TWC
616
TD Waterhouse Canada
Ontario, Canada
$1.48M +$78.8K +266 +6%
AFG
617
Argent Financial Group
Louisiana
$1.47M +$1.35M +4,544 New
PWP
618
Precedent Wealth Partners
Texas
$1.47M +$123K +415 +10%
HWM
619
Hohimer Wealth Management
Washington
$1.47M
PAS
620
Park Avenue Securities
New York
$1.45M -$65.8K -222 -5%
KPWS
621
Kestra Private Wealth Services
Texas
$1.44M -$554K -1,869 -30%
MAS
622
Meeder Advisory Services
Ohio
$1.43M +$48.3K +163 +4%
PAM
623
Paradigm Asset Management
New York
$1.42M
TA
624
TCM Advisors
West Virginia
$1.42M
GCM
625
Graham Capital Management
Connecticut
$1.42M +$1.3M +4,400 New