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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
726
Alterity Financial Group
Maine
$665K +$624K +10,432 New
Simplicity Solutions
727
Simplicity Solutions
Minnesota
$659K -$3.08M -51,455 -83%
JWCA
728
J.W. Coons Advisors
Ohio
$656K – – –
EM
729
Excalibur Management
Massachusetts
$653K +$40.8K +682 +7%
EP Wealth Advisors
730
EP Wealth Advisors
California
$653K +$123K +2,053 +25%
CT
731
Columbia Trust
Oregon
$652K +$59.5K +994 +11%
NNP
732
Nachman Norwood & Parrott
South Carolina
$645K – – –
BMC
733
Beaton Management Company
Massachusetts
$640K – – –
SG
734
StoneX Group
New York
$636K +$51.4K +859 +9%
OWM
735
OneAscent Wealth Management
Alabama
$635K -$545K -9,100 -48%
KTC
736
Kistler-Tiffany Companies
Pennsylvania
$632K +$124K +2,077 +27%
OA
737
Oxbow Advisors
Texas
$631K -$60 -1 -0%
Avantax Advisory Services
738
Avantax Advisory Services
Texas
$630K +$54.4K +909 +10%
GFA
739
Gifford Fong Associates
California
$628K – – –
Buckingham Strategic Wealth
740
Buckingham Strategic Wealth
Missouri
$625K +$4.85K +81 +0.8%
Arkadios Wealth Advisors
741
Arkadios Wealth Advisors
Georgia
$625K +$11.9K +199 +2%
PFSC
742
Peoples Financial Services Corp
Pennsylvania
$619K – – –
Avidian Wealth Enterprises
743
Avidian Wealth Enterprises
Texas
$619K +$57K +952 +11%
Capital Advisors Inc
744
Capital Advisors Inc
Oklahoma
$613K +$88.4K +1,477 +18%
Gradient Investments
745
Gradient Investments
Minnesota
$609K +$65.5K +1,095 +13%
SWMP
746
Signature Wealth Management Partners
New Jersey
$605K -$12K -200 -2%
CCP
747
Corient Capital Partners
California
$604K +$72.3K +1,209 +15%
Quilter Plc
748
Quilter Plc
United Kingdom
$603K -$69.8K -1,166 -11%
MIC
749
Meridian Investment Counsel
California
$596K – – –
TD Ameritrade Investment Management
750
TD Ameritrade Investment Management
Nebraska
$596K – – –