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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
726
Confluence Wealth Services
Pennsylvania
$118K +$110K +893 New
KPCM
727
Kings Point Capital Management
New York
$106K
TCOV
728
Trust Company of Vermont
Vermont
$106K +$98.4K +800 New
KFI
729
Key Financial Inc
Pennsylvania
$103K
BIP
730
Blueprint Investment Partners
North Carolina
$99K +$91.6K +745 New
APP
731
Alpha Paradigm Partners
Illinois
$99K -$304K -2,475 -77%
AAM
732
Advisors Asset Management
Colorado
$99K +$27.2K +221 +42%
CAL
733
Capital Analysts LLC
Pennsylvania
$93K +$8.61K +70 +11%
VCM
734
Versant Capital Management
Arizona
$91K
RE
735
RBC Europe
United Kingdom
$91K +$65.2K +530 +340%
CWP
736
Concord Wealth Partners
Virginia
$88K +$2.21K +18 +3%
DWP
737
Destiny Wealth Partners
Florida
$88K +$69.4K +564 +570%
SCA
738
Snowden Capital Advisors
New York
$88K +$81.9K +666 New
PIM
739
Platinum Investment Management
Australia
$87K -$8.49K -69 -10%
PCG
740
Private Capital Group
Connecticut
$87K +$80.3K +653 New
BAM
741
Bellevue Asset Management
Washington
$86K
WTC
742
WhitTier Trust Company
Nevada
$85K
JFA
743
JNBA Financial Advisors
Minnesota
$78K +$123 +1 +0.2%
SC
744
SouthState Corp
Florida
$78K +$72.4K +589 New
SOW
745
State of Wyoming
Wyoming
$77K -$63.6K -517 -47%
LWCFA
746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$76K
FAG
747
Fortitude Advisory Group
Washington
$76K +$70.2K +571 New
GWSG
748
GPS Wealth Strategies Group
Colorado
$72K -$14.1K -115 -17%
SIC
749
SJS Investment Consulting
Ohio
$69K +$64K +520 New
T
750
TOBAM
France
$67K