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Name Holding Trade Value Shares
Change
Change in
Stake
AWMT
826
AAFMAA Wealth Management & Trust
North Carolina
$887K +$63K +473 +10%
Principal Securities
827
Principal Securities
Iowa
$886K -$190K -1,423 -21%
Great Valley Advisor Group
828
Great Valley Advisor Group
Delaware
$884K -$210K -1,577 -23%
Capital Markets Trading (UK)
829
Capital Markets Trading (UK)
United Kingdom
$883K -$441K -3,313 -38%
MAG
830
M3 Advisory Group
Massachusetts
$877K +$56.6K +425 +9%
Harel Insurance Investments & Financial Services
831
Harel Insurance Investments & Financial Services
Israel
$870K +$26.4K +198 +4%
Kornitzer Capital Management
832
Kornitzer Capital Management
Kansas
$866K -$50.6K -380 -7%
Brinker Capital Investments
833
Brinker Capital Investments
Pennsylvania
$856K +$43K +323 +7%
TAM
834
Titleist Asset Management
Texas
$854K +$199K +1,494 +40%
Sumitomo Life Insurance
835
Sumitomo Life Insurance
Japan
$852K +$19.9K +149 +3%
EFS
836
Essex Financial Services
Connecticut
$851K -$63K -473 -8%
UWS
837
Unique Wealth Strategies
Illinois
$850K -$246K -1,844 -26%
FAM
838
Formidable Asset Management
Ohio
$849K -$1.56M -11,713 -63%
Independent Advisor Alliance
839
Independent Advisor Alliance
North Carolina
$842K +$51.2K +384 +8%
TWM
840
Tanager Wealth Management
United Kingdom
$841K +$56.8K +426 +9%
First Manhattan
841
First Manhattan
New York
$839K +$681K +5,111 New
PI
842
PFG Investments
New York
$838K +$35.6K +267 +6%
RL
843
Retireful LLC
Michigan
$834K +$677K +5,080 New
BAM
844
Blueshift Asset Management
New Jersey
$829K +$673K +5,051 New
Ferguson Wellman Capital Management
845
Ferguson Wellman Capital Management
Oregon
$829K – – –
SA
846
Sacks & Associates
New Jersey
$823K -$127K -951 -16%
ONST
847
Old North State Trust
North Carolina
$821K – – –
TCW Group
848
TCW Group
California
$818K +$19.3K +145 +3%
Americana Partners
849
Americana Partners
Texas
$816K -$235K -1,763 -26%
MS
850
Madden Securities
Texas
$815K -$693K -5,200 -51%