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Name Holding Trade Value Shares
Change
Change in
Stake
RFN
701
RDA Financial Network
Iowa
$753K -$1.32K -20 -0.2%
SS
702
Simplicity Solutions
Minnesota
$749K +$101K +1,537 +15%
AWA
703
Arkadios Wealth Advisors
Georgia
$746K +$133K +2,019 +21%
Vanguard Personalized Indexing Management
704
Vanguard Personalized Indexing Management
California
$744K +$34.6K +524 +5%
SC
705
SouthState Corp
Florida
$740K -$7.66K -116 -1%
CC
706
Centiva Capital
New York
$738K +$505K +7,648 +190%
MHS
707
M Holdings Securities
Oregon
$733K -$27.9K -422 -4%
MAFM
708
Mid Atlantic Financial Management
Pennsylvania
$733K -$27.3K -413 -3%
CT
709
Columbia Trust
Oregon
$730K +$87.6K +1,327 +13%
SWM
710
Spire Wealth Management
Virginia
$727K -$143K -2,172 -16%
CFA
711
CWS Financial Advisors
Michigan
$724K +$330 +5 +0%
Capstone Investment Advisors
712
Capstone Investment Advisors
New York
$723K +$755K +11,432 New
CS
713
Comerica Securities
Michigan
$721K -$39.7K -601 -5%
PAS
714
Park Avenue Securities
New York
$720K +$38.2K +578 +5%
NL
715
NWAM LLC
Washington
$718K -$198K -2,998 -21%
CIAS
716
Capital Investment Advisory Services
North Carolina
$718K -$65.9K -998 -8%
HL
717
HeadInvest LLC
Maine
$718K
LS
718
Livforsakringsbolaget Skandia
Sweden
$717K
Luther King Capital Management (LKCM)
719
Luther King Capital Management (LKCM)
Texas
$716K +$747K +11,314 New
EWM
720
Evercore Wealth Management
New York
$714K +$11.7K +177 +2%
EFS
721
Essex Financial Services
Connecticut
$712K
PP
722
Paloma Partners
Connecticut
$706K -$417K -6,310 -36%
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$701K -$10.1K -153 -1%
LIM
724
Longfellow Investment Management
Massachusetts
$701K +$143K +2,161 +24%
WIC
725
Wilkins Investment Counsel
Massachusetts
$697K