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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
1026
Cove Private Wealth
New York
$532K +$5.8K +23 +1%
SAI
1027
Savvy Advisors Inc
New York
$530K +$126K +498 +31%
Connor, Clark & Lunn Investment Management (CC&L)
1028
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$530K +$527K +2,090 New
YP
1029
YANKCOM Partnership
South Dakota
$529K -$3.28K -13 -0.6%
AF
1030
Affiance Financial
Minnesota
$527K – – –
KHCM
1031
Kirtland Hills Capital Management
Ohio
$525K +$10.8K +43 +2%
MCWS
1032
McKinley Carter Wealth Services
West Virginia
$525K -$5.8K -23 -1%
MLL
1033
Moody Lynn & Lieberson
Massachusetts
$525K -$6.3K -25 -1%
TFS
1034
Thoroughbred Financial Services
Tennessee
$522K +$180K +714 +53%
RWP
1035
RWA Wealth Partners
Massachusetts
$522K -$404K -1,601 -44%
HWM
1036
HighMark Wealth Management
Minnesota
$512K +$1.26K +5 +0.2%
PWMG
1037
Pinnacle Wealth Management Group
Michigan
$510K – – –
MHB
1038
Midwest Heritage Bank
Iowa
$510K – – –
DBG
1039
De Burlo Group
Massachusetts
$507K – – –
SACTSONJ
1040
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$507K – – –
MWM
1041
Modera Wealth Management
New Jersey
$504K -$44.1K -175 -8%
IWP
1042
Insight Wealth Partners
Texas
$502K -$25.2K -100 -5%
CI
1043
CX Institutional
Indiana
$501K +$44.9K +178 +10%
PFBT
1044
Parkside Financial Bank & Trust
Missouri
$500K +$5.29K +21 +1%
CCB
1045
Country Club Bank
Missouri
$499K +$4.03K +16 +0.8%
CFSG
1046
Clark Financial Services Group
Missouri
$499K – – –
CFG
1047
Certior Financial Group
Pennsylvania
$497K +$252 +1 +0.1%
TCA
1048
Transcend Capital Advisors
New Jersey
$496K +$125K +496 +34%
CIA
1049
Capital Investment Advisors
Georgia
$495K +$277K +1,100 +129%
EA
1050
Everpar Advisors
Oklahoma
$495K -$58.7K -233 -11%