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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
701
Simon Quick Advisors
New Jersey
$36K +$119 +1 +0.4%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$36K +$34.3K +289 New
CIA
703
CSat Investment Advisory
Michigan
$34K -$83.4K -702 -72%
FTDI
704
First Trust Direct Indexing
Massachusetts
$33K +$31.5K +265 New
LAS
705
Lloyd Advisory Services
Georgia
$32K – – –
VRM
706
Vectors Research Management
New York
$32K – – –
BCA
707
Berman Capital Advisors
Georgia
$32K +$2.02K +17 +7%
GG
708
Gleason Group
Kentucky
$30K +$119 +1 +0.4%
FF
709
FourThought Financial
Florida
$30K +$28.4K +239 New
IRC
710
Investors Research Corp
Georgia
$29K – – –
RFA
711
Reilly Financial Advisors
California
$29K – – –
Jones Financial Companies
712
Jones Financial Companies
Missouri
$29K +$27.3K +230 New
MCM
713
McMillion Capital Management
North Carolina
$29K +$27.3K +230 New
BAM
714
Bellevue Asset Management
Washington
$28K – – –
TC
715
Trust Company
Kansas
$27K – – –
Acadian Asset Management
716
Acadian Asset Management
Massachusetts
$26K -$395K -3,328 -94%
JCM
717
Jacobi Capital Management
Pennsylvania
$26K +$831 +7 +4%
CWP
718
Concord Wealth Partners
Virginia
$26K +$24.5K +206 New
AF
719
Allworth Financial
California
$25K – – –
GAM
720
Gemmer Asset Management
California
$25K – – –
GEA
721
Glen Eagle Advisors
New Jersey
$24.2K – – –
Carson Wealth (CWM LLC)
722
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
HFM
723
Harvest Fund Management
China
$23K – – –
LFG
724
Larson Financial Group
Missouri
$23K +$119 +1 +0.5%
BA
725
Bellwether Advisors
Nebraska
$23K +$21.9K +184 New