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Name Holding Trade Value Shares
Change
Change in
Stake
CGA
551
Compound Global Advisors
Washington
$407K +$407K +3,200 New
LCG
552
Lakeshore Capital Group
Illinois
$402K +$402K +3,162 New
PA
553
Profund Advisors
Maryland
$402K -$28.1K -221 -7%
WF
554
Welch & Forbes
Massachusetts
$401K -$49.7K -391 -11%
FAIM
555
Financial Advocates Investment Management
Washington
$401K +$15.4K +121 +4%
TYCC
556
Texas Yale Capital Corp
Florida
$400K -$63.6K -500 -14%
PWAM
557
Pinnacle West Asset Management
Wyoming
$399K +$41.3K +325 +12%
KMWM
558
Keudell/Morrison Wealth Management
Oregon
$396K +$58.9K +463 +17%
MCC
559
Malaga Cove Capital
California
$394K +$12.7K +100 +3%
CA
560
Cullinan Associates
Kentucky
$394K -$153K -1,200 -28%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$392K -$69.7K -548 -15%
BFS
562
Bard Financial Services
Connecticut
$391K
Russell Investments Group
563
Russell Investments Group
United Kingdom
$387K +$129K +1,016 +50%
GT
564
Glenview Trust
Kentucky
$387K -$49.6K -390 -11%
AM
565
AGF Management
Ontario, Canada
$387K -$37.5M -294,633 -99%
BDS
566
Banco de Sabadell
Florida
$386K -$14.9K -117 -4%
VA
567
Vident Advisory
Georgia
$383K -$61.8K -486 -14%
AIM
568
Alhambra Investment Management
Florida
$382K
DWM
569
Drive Wealth Management
Utah
$381K -$32.1K -252 -8%
DAS
570
Dynamic Advisor Solutions
Arizona
$378K -$145K -1,137 -28%
LFA
571
Legacy Financial Advisors
Kentucky
$374K +$105K +829 +39%
BOH
572
Bank of Hawaii
Hawaii
$371K +$4.07K +32 +1%
SWP
573
Sagespring Wealth Partners
Tennessee
$370K +$371K +2,913 New
CIC
574
Crawford Investment Counsel
Georgia
$364K
Allspring Global Investments
575
Allspring Global Investments
North Carolina
$361K +$68.6K +539 +23%