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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
626
SevenBridge Financial Group
Pennsylvania
$1.04M +$78.5K +330 +8%
CAM
627
Cypress Asset Management
Texas
$1.04M -$94K -395 -8%
MWM
628
Massachusetts Wealth Management
Massachusetts
$1.03M +$981K +4,125 New
HT
629
Heritage Trust
Oklahoma
$1.03M -$10.9K -46 -1%
CFGS
630
Concourse Financial Group Securities
Alabama
$1.03M -$9.99K -42 -1%
CWM
631
Catalyst Wealth Management
Georgia
$1.02M +$1M +4,207 New
WCM
632
Whitener Capital Management
North Carolina
$1.02M +$79.7K +335 +9%
IPW
633
Inlet Private Wealth
Florida
$1.02M -$7.14K -30 -0.7%
IC
634
IEQ Capital
California
$1.01M -$41.9K -176 -4%
FTDI
635
First Trust Direct Indexing
Massachusetts
$1.01M +$84K +353 +9%
BSW
636
Buckingham Strategic Wealth
Missouri
$1.01M +$238 +1 +0%
CT
637
Columbia Trust
Oregon
$1M -$101K -425 -9%
CAG
638
Csenge Advisory Group
Florida
$1,000K +$35.7K +150 +4%
AAS
639
Avantax Advisory Services
Texas
$997K +$50.9K +214 +5%
BS
640
Banco Santander
Spain
$994K -$60.9K -256 -6%
SDIC
641
South Dakota Investment Council
South Dakota
$991K -$77.3K -325 -7%
P
642
Pitcairn
Pennsylvania
$985K -$481K -2,023 -33%
FFBTD
643
First Financial Bank - Trust Division
Ohio
$985K -$3.09K -13 -0.3%
WWM
644
Western Wealth Management
Colorado
$983K -$67.3K -283 -7%
STCOSD
645
Sageworth Trust Company of South Dakota
South Dakota
$982K
IAM
646
Innovis Asset Management
Illinois
$976K +$958K +4,028 New
WSFS
647
Wilmington Savings Fund Society
Delaware
$973K -$27.8K -117 -3%
Lazard Asset Management
648
Lazard Asset Management
New York
$972K +$1.19K +5 +0.1%
SAM
649
Sandbar Asset Management
United Kingdom
$965K -$5.36M -22,526 -85%
FPF
650
First Pacific Financial
Washington
$965K +$31.6K +133 +3%