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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1351
Clarity Financial
Texas
$808K -$6.3M -75,112 -87%
FFA
1352
Founders Financial Alliance
North Carolina
$805K -$28K -334 -3%
Vestmark Advisory Solutions
1353
Vestmark Advisory Solutions
Massachusetts
$805K -$242K -2,882 -21%
ATC
1354
Adirondack Trust Company
New York
$804K -$1.09K -13 -0.1%
PP
1355
Patten & Patten
Tennessee
$803K – – –
WA
1356
WBH Advisory
Maryland
$802K +$905K +10,794 New
S
1357
SimplyRich
California
$800K -$23.6K -281 -3%
CST
1358
Charles Schwab Trust
Nevada
$800K +$2.77K +33 +0.3%
BDFN
1359
Bond & Devick Financial Network
Minnesota
$798K – – –
Brighton Jones LLC
1360
Brighton Jones LLC
Washington
$796K -$67K -799 -7%
AWP
1361
Ascent Wealth Partners
New York
$796K +$898K +10,708 New
TNA
1362
True North Advisors
Texas
$795K -$158K -1,883 -15%
XTX Topco
1363
XTX Topco
Cayman Islands
$794K -$246K -2,936 -22%
Jones Financial Companies
1364
Jones Financial Companies
Missouri
$792K -$44.4K -530 -5%
TC
1365
Trust Company
Kansas
$789K +$143K +1,702 +19%
MIM
1366
MTM Investment Management
South Carolina
$787K -$83.9K -1,000 -9%
AWM
1367
Alterna Wealth Management
Texas
$786K -$328K -3,911 -27%
SageView Advisory Group
1368
SageView Advisory Group
California
$783K +$104K +1,243 +13%
LKIM
1369
Lawson Kroeker Investment Management
Nebraska
$782K +$883K +10,530 New
MSFP
1370
Mark Sheptoff Financial Planning
Connecticut
$777K -$16.8K -200 -2%
IDBONY
1371
Israel Discount Bank of New York
New York
$777K -$21.6K -257 -2%
DLHL
1372
Donald L. Hagan LLC
Florida
$777K +$6.79K +81 +0.8%
NHT
1373
New Hampshire Trust
New Hampshire
$775K -$61K -727 -7%
GAMC
1374
Garner Asset Management Corp
Texas
$774K -$170K -2,026 -16%
Cannell & Spears
1375
Cannell & Spears
New York
$773K -$462K -5,515 -35%