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Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$736K -$26.6K -2,613 -4%
VC
502
Vestor Capital
Illinois
$735K -$43K -4,222 -42%
CWM
503
Congress Wealth Management
Massachusetts
$730K +$63.4K +6,224 +10%
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$729K +$17.5K +1,714 +3%
KFS
505
Keynote Financial Services
Connecticut
$726K -$3.72K -365 -0.5%
HIP
506
HUB Investment Partners
Texas
$723K +$386K +37,933 +132%
SC
507
Stance Capital
Massachusetts
$722K +$678K +66,532 New
O
508
Ossiam
France
$717K +$375K +36,781 +126%
IBOK
509
Independence Bank of Kentucky
Kentucky
$708K +$195K +19,155 +42%
SLWA
510
San Luis Wealth Advisors
California
$703K +$660K +64,772 New
EI
511
Ethic Inc
New York
$697K +$155K +15,216 +31%
DAS
512
Dynamic Advisor Solutions
Arizona
$696K +$3.6K +353 +0.6%
SAG
513
SageView Advisory Group
California
$694K +$243K +23,852 +63%
FFN
514
Focus Financial Network
Minnesota
$693K -$107K -10,476 -14%
OFS
515
OneAscent Financial Services
Alabama
$692K -$619K -60,799 -50%
CPCPP
516
Canada Post Corporation Pension Plan
Canada
$691K +$648K +63,650 New
CIA
517
Capital Investment Advisors
Georgia
$687K -$1.09K -107 -0.2%
SEIA
518
Signature Estate & Investment Advisors
California
$686K -$51.7K -5,079 -7%
IIC
519
Integrated Investment Consultants
Michigan
$677K
PA
520
Profund Advisors
Maryland
$674K -$89.7K -8,804 -12%
HCM
521
Howard Capital Management
Georgia
$674K +$58K +5,692 +10%
Federated Hermes
522
Federated Hermes
Pennsylvania
$672K -$86.4K -8,487 -12%
NFG
523
Norris Financial Group
South Carolina
$668K +$50.9K +5,000 +9%
IA
524
Insight Advisors
Pennsylvania
$667K -$2.05K -201 -0.3%
JWA
525
JFS Wealth Advisors
Pennsylvania
$664K -$7.69K -755 -1%