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Name Holding Trade Value Shares
Change
Change in
Stake
RIS
876
Retirement Income Solutions
Michigan
$635K
SB
877
Simmons Bank
Arkansas
$634K -$67.2K -317 -10%
IAIM
878
International Assets Investment Management
Florida
$634K -$4.67K -22 -0.8%
ZIC
879
ZWJ Investment Counsel
Georgia
$632K
EWA
880
EP Wealth Advisors
California
$629K -$98.6K -465 -15%
RWM
881
Revisor Wealth Management
Ohio
$623K +$311K +1,467 +102%
PPWP
882
Premier Path Wealth Partners
New Jersey
$623K +$14.2K +67 +3%
RZH
883
Relyea Zuckerberg Hanson
Connecticut
$622K +$57.9K +273 +11%
KWM
884
Kingsview Wealth Management
Oregon
$615K +$29.9K +141 +6%
CI
885
Cigna Investments
Connecticut
$610K -$5.94K -28 -1%
ADMI
886
Albert D. Mason Inc
Massachusetts
$604K
AWM
887
Axxcess Wealth Management
California
$602K +$42.8K +202 +8%
MF
888
Magnetar Financial
Illinois
$598K +$550K +2,592 New
UH
889
Unigestion Holding
Switzerland
$595K +$547K +2,579 New
MFA
890
Mayflower Financial Advisors
Massachusetts
$595K -$54.3K -256 -9%
RWM
891
Rench Wealth Management
Texas
$592K +$1.48K +7 +0.3%
RMCM
892
Reynders McVeigh Capital Management
Massachusetts
$591K +$25K +118 +5%
PFSC
893
Peoples Financial Services Corp
Pennsylvania
$589K -$61.3K -289 -10%
OPCM
894
Osborne Partners Capital Management
California
$588K
AF
895
Affiance Financial
Minnesota
$586K -$159K -750 -23%
LWP
896
Laurel Wealth Planning
Minnesota
$580K
AWM
897
Avitas Wealth Management
California
$578K -$7.85K -37 -1%
CB
898
Cadence Bank
Mississippi
$573K
Jones Financial Companies
899
Jones Financial Companies
Missouri
$573K +$278K +1,313 +112%
CPCM
900
Cardinal Point Capital Management
Ontario, Canada
$570K -$127K -600 -20%