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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
901
Integrated Advisors Network
Texas
$318K +$47.4K +208 +17%
Forum Financial Management
902
Forum Financial Management
Illinois
$317K +$331K +1,454 New
Rafferty Asset Management
903
Rafferty Asset Management
New York
$316K -$132K -581 -29%
BOH
904
Bank of Hawaii
Hawaii
$316K -$62.4K -274 -16%
PL
905
Pluribus Labs
California
$314K +$328K +1,438 New
Allstate Corporation
906
Allstate Corporation
Illinois
$313K -$65.2K -286 -17%
Credit Agricole
907
Credit Agricole
France
$312K -$984K -4,318 -75%
Harbour Investments
908
Harbour Investments
Wisconsin
$312K -$396K -1,736 -55%
CCB
909
Cutter & Co Brokerage
Missouri
$312K +$40.1K +176 +14%
CGA
910
Crescent Grove Advisors
Illinois
$311K +$325K +1,425 New
SWA
911
Sutton Wealth Advisors
Florida
$311K -$684 -3 -0.2%
ACP
912
Aviance Capital Partners
Florida
$310K – – –
CTA
913
Chesley Taft & Associates
Illinois
$310K – – –
JFA
914
Johanson Financial Advisors
California
$310K +$9.8K +43 +3%
Evercore Wealth Management
915
Evercore Wealth Management
New York
$309K – – –
WAM
916
Wallington Asset Management
Indiana
$305K – – –
ER
917
Enlightenment Research
Florida
$305K +$319K +1,400 New
TLP
918
Trinity Legacy Partners
Texas
$304K -$166K -728 -34%
FWM
919
Focused Wealth Management
New York
$303K +$228 +1 +0.1%
DBIA
920
Dumont & Blake Investment Advisors
New Jersey
$303K +$4.79K +21 +2%
NIM
921
NuWave Investment Management
New Jersey
$303K +$316K +1,389 New
HCP
922
Hexagon Capital Partners
Arkansas
$300K +$213K +934 +212%
SWM
923
Shelton Wealth Management
Texas
$300K +$313K +1,374 New
WPP
924
Whalerock Point Partners
Rhode Island
$299K – – –
PWLP
925
Prio Wealth Limited Partnership
Massachusetts
$298K -$47.8K -210 -13%