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Name Holding Trade Value Shares
Change
Change in
Stake
HIS
851
Harvest Investment Services
Illinois
$730K +$708K +3,554 New
OFS
852
OneAscent Financial Services
Alabama
$728K +$347K +1,743 +98%
DAS
853
Diversify Advisory Services
Utah
$726K +$691K +3,467 New
VI
854
Versor Investments
New York
$722K +$408K +2,047 +139%
CI
855
Cigna Investments
Connecticut
$720K -$18.1K -91 -3%
BHWM
856
Bar Harbor Wealth Management
New Hampshire
$718K -$13.5K -68 -2%
DTL
857
Dynamic Technology Lab
Singapore
$717K +$202K +1,013 +41%
OWP
858
ORG Wealth Partners
Texas
$716K +$15.1K +76 +2%
Capstone Investment Advisors
859
Capstone Investment Advisors
New York
$713K -$1.53M -7,661 -69%
RCAG
860
Rehmann Capital Advisory Group
Michigan
$713K +$598 +3 +0.1%
PSA
861
Plum Street Advisors
Louisiana
$712K – – –
FAIM
862
Financial Advocates Investment Management
Washington
$710K +$13.9K +70 +2%
CCG
863
Cypress Capital Group
Florida
$703K -$28.5K -143 -4%
CC
864
Chicago Capital
Illinois
$700K – – –
SWP
865
Sagespring Wealth Partners
Tennessee
$698K +$187K +937 +38%
HA
866
Harfst & Associates
Wyoming
$698K +$676K +3,394 New
BIG
867
Brooklyn Investment Group
New York
$696K +$80.5K +404 +14%
KDA
868
Kraft Davis & Associates
Missouri
$693K – – –
CPRC
869
Consolidated Portfolio Review Corp
New York
$687K +$32.1K +161 +5%
RWM
870
Revisor Wealth Management
Ohio
$679K +$294K +1,478 +81%
CGL
871
Clarius Group LLC
Washington
$676K +$215K +1,081 +49%
AIC
872
Argus Investors Counsel
New York
$675K -$18.7K -94 -3%
FCBT
873
First Citizens Bank & Trust
North Carolina
$675K +$205K +1,027 +46%
IMC
874
Investment Management Corporation
Virginia
$671K +$141K +710 +28%
AC
875
Avestar Capital
New York
$670K +$49.8K +250 +8%