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Name Holding Trade Value Shares
Change
Change in
Stake
NG
751
Novem Group
New York
$894K +$1.03M +4,896 New
GLR
752
Great Lakes Retirement
Ohio
$891K +$326K +1,551 +47%
CG
753
Cynosure Group
Utah
$890K +$624K +2,967 +156%
HIC
754
Holderness Investments Company
North Carolina
$888K
CWM
755
Challenger Wealth Management
California
$884K +$1.02M +4,841 New
BSA
756
Braun Stacey Associates
New York
$882K
IFWM
757
Institute for Wealth Management
Colorado
$877K
SC
758
Scotia Capital
Ontario, Canada
$875K -$4.63K -22 -0.5%
SW
759
SVB Wealth
Massachusetts
$867K +$998K +4,747 New
VFA
760
Voya Financial Advisors
Connecticut
$865K -$4.84K -23 -0.5%
MYIA
761
Mount Yale Investment Advisors
Colorado
$865K -$4.63K -22 -0.5%
PCA
762
Pallas Capital Advisors
Massachusetts
$862K -$83.7K -398 -8%
WA
763
WBH Advisory
Maryland
$858K +$1.68K +8 +0.2%
HCA
764
Harbour Capital Advisors
Virginia
$855K
NG
765
Norden Group
Utah
$853K -$139K -659 -12%
EB
766
Eastern Bank
Massachusetts
$852K +$67.3K +320 +7%
OAM
767
Ostrum Asset Management
France
$842K +$466K +2,218 +93%
SRL
768
Scientech Research LLC
New Jersey
$842K -$1.04M -4,930 -52%
GF
769
Gries Financial
Ohio
$838K +$64.5K +307 +7%
M
770
MOTCO
Texas
$836K +$3.36K +16 +0.4%
SHFA
771
SC&H Financial Advisors
Maryland
$834K -$20K -95 -2%
ML
772
McAdam LLC
Pennsylvania
$828K +$26.1K +124 +3%
WLG
773
Williamson Legacy Group
Indiana
$827K +$16K +76 +2%
MIP
774
Marietta Investment Partners
Wisconsin
$825K -$118K -560 -11%
CBUSF
775
Construction & Building Unions Superannuation Fund
Australia
$822K +$946K +4,500 New