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Name Holding Trade Value Shares
Change
Change in
Stake
1SB
626
1ST Source Bank
Indiana
$662K -$10.4K -120 -2%
BFS
627
Bradley Foster & Sargent
Connecticut
$661K -$10.7K -124 -2%
SAI
628
Systematic Alpha Investments
New Jersey
$660K
WA1
629
Wimmer Associates 1
California
$657K -$3.9K -45 -0.6%
OIA
630
OneDigital Investment Advisors
Kansas
$648K +$15.5K +179 +2%
WA
631
Waverly Advisors
Alabama
$647K +$34.5K +398 +6%
HKAM
632
Horizon Kinetics Asset Management
New York
$640K -$20.5K -237 -3%
TCCM
633
Timber Creek Capital Management
Massachusetts
$636K
CWA
634
Crux Wealth Advisors
California
$629K +$2.51K +29 +0.4%
HIP
635
HUB Investment Partners
Texas
$626K +$68.9K +796 +12%
TPCW
636
TD Private Client Wealth
New York
$624K +$2.6K +30 +0.4%
CWS
637
Confluence Wealth Services
Pennsylvania
$624K +$4.16K +48 +0.7%
AC
638
AlphaCore Capital
California
$622K +$355K +4,096 +135%
JSW
639
Journey Strategic Wealth
New Jersey
$615K +$3.55K +41 +0.6%
VFA
640
Voya Financial Advisors
Connecticut
$613K -$15.9K -184 -3%
EI
641
Ellevest Inc
New York
$610K -$51.4K -594 -8%
DW30
642
Drucker Wealth 3.0
New Jersey
$606K -$27.4K -317 -4%
S
643
SignatureFD
Georgia
$605K +$17.7K +204 +3%
CA
644
Clearstead Advisors
Ohio
$600K -$135K -1,560 -18%
GSB
645
Greenfield Savings Bank
Massachusetts
$597K +$48K +554 +9%
EI
646
Ecofi Investissements
France
$592K +$589K +6,800 New
VFA
647
Valeo Financial Advisors
Indiana
$592K +$12.2K +141 +2%
MWM
648
Mission Wealth Management
California
$591K +$4.67K +54 +0.8%
GHI
649
Gross & Hartman Investments
Pennsylvania
$590K +$586K +6,768 New
BCWM
650
Bartlett & Co Wealth Management
Ohio
$589K -$26K -300 -4%