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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Advisor Solutions
876
Focus Partners Advisor Solutions
Missouri
$530K +$137K +462 +39%
MSAM
877
Moloney Securities Asset Management
Missouri
$530K +$23.1K +78 +5%
ADL
878
Asset Dedication LLC
California
$529K – – –
NFA
879
Northern Financial Advisors
Michigan
$528K – – –
FMP
880
Financial Management Professionals
Texas
$525K +$889 +3 +0.2%
Smith Salley Wealth Management
881
Smith Salley Wealth Management
North Carolina
$524K +$24.6K +83 +5%
HBW
882
Hazlett, Burt & Watson
West Virginia
$521K +$23.4K +79 +5%
CX Institutional
883
CX Institutional
Indiana
$519K -$2.96M -9,992 -86%
FNBSF
884
First National Bank Sioux Falls
South Dakota
$518K – – –
HGWM
885
Horst & Graben Wealth Management
Oregon
$518K – – –
XSC
886
X-Square Capital
Puerto Rico
$518K +$474K +1,600 New
MFA
887
Mayflower Financial Advisors
Massachusetts
$518K +$4.15K +14 +0.9%
HUB Investment Partners
888
HUB Investment Partners
Texas
$517K +$194K +656 +70%
GSEP
889
Golden State Equity Partners
California
$513K +$231K +780 +97%
Empirical Wealth Management
890
Empirical Wealth Management
Washington
$509K – – –
EM
891
ELCO Management
New York
$508K – – –
FFBTD
892
First Financial Bank - Trust Division
Ohio
$508K -$21.3K -72 -4%
DFCM
893
Dark Forest Capital Management
Puerto Rico
$507K -$638K -2,154 -58%
WA
894
Wealth Alliance
New York
$506K +$2.37K +8 +0.5%
FCCM
895
First City Capital Management
Georgia
$505K -$105K -356 -19%
Equitable Holdings
896
Equitable Holdings
New York
$504K +$42.4K +143 +10%
CT
897
Coastline Trust
Rhode Island
$504K -$166K -560 -26%
TLFA
898
True Link Financial Advisors
California
$498K – – –
Dynamic Advisor Solutions
899
Dynamic Advisor Solutions
Arizona
$493K -$27K -91 -6%
SLA
900
Silver Lake Advisory
Utah
$490K -$34.1K -115 -7%