Name Holding Trade Value Shares
Change
Change in
Stake
CASC
1276
Coppell Advisory Solutions Corp
Texas
$86.9K +$84.3K +1,725 New
CPG
1277
Cornerstone Planning Group
New Jersey
$86.5K +$74.7K +1,529 New
CTB
1278
Country Trust Bank
Illinois
$85.7K – – –
OIA
1279
Optimum Investment Advisors
Illinois
$84.6K -$1.27K -26 -2%
CWM
1280
Compass Wealth Management
Connecticut
$84.4K +$81.8K +1,675 New
BCMLT
1281
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.9K +$41.3K +845 +103%
LB
1282
Legacy Bridge
Iowa
$82.7K +$2.88K +59 +4%
AA
1283
Ancora Advisors
Ohio
$82K – – –
IBOK
1284
Independence Bank of Kentucky
Kentucky
$82K +$22.8K +466 +40%
AG
1285
AIA Group
Hong Kong
$79K -$38.2K -781 -33%
HWMA
1286
Heritage Wealth Management (Arizona)
Arizona
$78.5K +$39.6K +811 +109%
HCA
1287
Harbor Capital Advisors
Illinois
$78.3K -$5.18K -106 -6%
EWM
1288
Endurance Wealth Management
Rhode Island
$77K – – –
FRA
1289
Front Row Advisors
California
$77K – – –
Loomis, Sayles & Company
1290
Loomis, Sayles & Company
Massachusetts
$77K +$58.4K +1,195 +348%
IHWM
1291
Iron Horse Wealth Management
Iowa
$75K +$55.3K +1,131 +323%
CP
1292
Castleview Partners
Texas
$71K -$150K -3,076 -69%
CWAF
1293
Core Wealth Advisors (Florida)
Florida
$70.8K +$49.2K +1,008 +253%
JWA
1294
JFS Wealth Advisors
Pennsylvania
$70.1K +$12.3K +252 +22%
PCTC
1295
Perkins Coie Trust Company
Washington
$69.6K – – –
CBT
1296
Central Bank & Trust
Kentucky
$69.5K +$2.98K +61 +5%
LTI
1297
Laffer Tengler Investments
Tennessee
$69.1K – – –
CIM
1298
Chiron Investment Management
New York
$68.7K – – –
BCA
1299
Bray Capital Advisors
Florida
$66.6K – – –
PFC
1300
Phocas Financial Corp
California
$64.8K +$62.8K +1,286 New