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Name Holding Trade Value Shares
Change
Change in
Stake
GPA
651
Garrison Point Advisors
California
$654K
TC
652
TwinBeech Capital
New York
$649K +$670K +3,351 New
SS
653
Sunbelt Securities
Texas
$643K -$63.2K -316 -9%
VI
654
Vestcor Inc
New Brunswick, Canada
$642K +$210K +1,052 +46%
STAS
655
Strong Tower Advisory Services
Minnesota
$639K +$38.4K +192 +6%
FTDI
656
First Trust Direct Indexing
Massachusetts
$636K -$85.4K -427 -11%
MC
657
Moors & Cabot
Massachusetts
$636K -$21.2K -106 -3%
GIA
658
Guyasuta Investment Advisors
Pennsylvania
$636K
MPPLM
659
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$636K +$49.4K +247 +8%
CCM
660
Chilton Capital Management
Texas
$629K +$650K +3,250 New
UB
661
UMB Bank
Missouri
$628K -$79.2K -396 -11%
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$627K +$11.6K +58 +2%
PP
663
Prudential plc
United Kingdom
$626K -$46.8K -234 -7%
LIM
664
Longfellow Investment Management
Massachusetts
$623K
IAA
665
Independent Advisor Alliance
North Carolina
$622K +$20.6K +103 +3%
PAS
666
Park Avenue Securities
New York
$617K +$25.8K +129 +4%
MFAM
667
Motley Fool Asset Management
Virginia
$616K +$14.4K +72 +2%
ACS
668
Archford Capital Strategies
Illinois
$614K -$521K -2,608 -45%
BHBT
669
Burke & Herbert Bank & Trust
Virginia
$614K -$18.8K -94 -3%
FCH
670
Freestone Capital Holdings
Washington
$611K -$140K -701 -18%
MCM
671
Murphy Capital Management
New Jersey
$610K -$25K -125 -4%
TF
672
TIAA FSB
Florida
$607K +$627K +3,137 New
SS
673
Simplicity Solutions
Minnesota
$605K +$200K +1,000 +47%
TYCC
674
Texas Yale Capital Corp
Florida
$594K +$25K +125 +4%
SBL
675
Sargent Bickham Lagudis
Colorado
$587K +$26.6K +133 +5%