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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
626
Crestwood Advisors Group
Massachusetts
$944K -$4.96K -44 -0.5%
SWM
627
Segment Wealth Management
Texas
$934K +$84K +745 +10%
SF
628
Summit Financial
New Jersey
$926K +$78.8K +699 +9%
MMM
629
Mendel Money Management
Illinois
$923K -$219K -1,940 -19%
FHA
630
Flagship Harbor Advisors
Massachusetts
$919K
AWM
631
Apollon Wealth Management
South Carolina
$913K -$13.8K -122 -2%
PA
632
Parallel Advisors
California
$897K +$29.6K +263 +3%
TT
633
TI-Trust
Illinois
$896K
HPC
634
HM Payson & Co
Maine
$886K +$47.6K +422 +6%
HI
635
Hudock Inc
Pennsylvania
$879K +$451 +4 +0.1%
YIH
636
Y-Intercept (HK)
Hong Kong
$879K +$862K +7,650 New
HIP
637
HUB Investment Partners
Texas
$875K +$15.7K +139 +2%
CNBT
638
Canandaigua National Bank & Trust
New York
$871K +$854K +7,579 New
FLPIM
639
F.L. Putnam Investment Management
Massachusetts
$859K -$49.4K -438 -6%
JFGIW
640
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$843K -$47.5K -421 -5%
CWS
641
Confluence Wealth Services
Pennsylvania
$842K +$827K +7,332 New
IA
642
IFG Advisory
Georgia
$839K +$747K +6,628 +975%
BO
643
Bank OZK
Arkansas
$838K -$30.6K -271 -4%
XT
644
XTX Topco
Cayman Islands
$834K -$3.12M -27,636 -79%
KP
645
Keel Point
Alabama
$830K -$51.2K -454 -6%
SWMP
646
Signature Wealth Management Partners
New Jersey
$819K -$19.7K -175 -2%
SMC
647
Smith, Moore & Co
Missouri
$814K
FIA
648
Foundations Investment Advisors
Arizona
$801K -$20.4K -181 -3%
SC
649
Syon Capital
California
$797K +$29.6K +263 +4%
WPC
650
Wedmont Private Capital
Pennsylvania
$797K +$24.7K +219 +3%