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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
576
Anchor Investment Management
South Carolina
$569K
MCCA
577
Mill Creek Capital Advisors
Pennsylvania
$569K +$623K +3,241 New
FCCM
578
First City Capital Management
Georgia
$569K
GI
579
GAMMA Investing
California
$563K +$315K +1,638 +105%
RWP
580
RWA Wealth Partners
Massachusetts
$559K -$59K -307 -9%
JWM
581
Jeppson Wealth Management
California
$559K -$6.15K -32 -1%
ISL
582
Ingalls & Snyder LLC
New York
$557K
MLL
583
Moody Lynn & Lieberson
Massachusetts
$554K
BFO
584
Boston Family Office
Massachusetts
$552K
HW
585
Hancock Whitney
Mississippi
$551K -$1.01M -5,235 -63%
SSW
586
Smith Shellnut Wilson
Mississippi
$550K
CPA
587
Cardiff Park Advisors
California
$547K +$1.73K +9 +0.3%
MG
588
Mather Group
Illinois
$542K +$18.8K +98 +3%
NHT
589
New Hampshire Trust
New Hampshire
$541K -$4.81K -25 -0.8%
CFFP
590
Center for Financial Planning
Michigan
$540K
GXJ
591
Global X Japan
Japan
$535K +$44.6K +232 +8%
Carson Wealth (CWM LLC)
592
Carson Wealth (CWM LLC)
Nebraska
$535K +$51.1K +266 +10%
AB
593
Atlas Brown
Kentucky
$532K
BJL
594
Brighton Jones LLC
Washington
$528K +$11.5K +60 +2%
RWM
595
Revisor Wealth Management
Ohio
$524K +$262K +1,361 +84%
SFA
596
Sequoia Financial Advisors
Ohio
$524K +$26.7K +139 +5%
CFG
597
Citizens Financial Group
Rhode Island
$524K +$20K +104 +4%
TA
598
Tectonic Advisors
Texas
$520K +$52.7K +274 +10%
USAA
599
United Services Automobile Association
Texas
$517K +$569K +2,960 New
BA
600
Bridgewater Associates
Connecticut
$512K +$72.3K +376 +15%