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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
826
Jones Financial Companies
Missouri
$77K +$73.8K +3,134 New
IAIM
827
International Assets Investment Management
Florida
$76K +$73K +3,100 New
CAAS
828
Capital Asset Advisory Services
Michigan
$76K +$73.7K +3,132 New
SA
829
SRH Advisors
Kansas
$68K +$47.1K +2,000 +250%
SQA
830
Simon Quick Advisors
New Jersey
$66K +$706 +30 +1%
RWA
831
Ropes Wealth Advisors
Massachusetts
$65K -$1.6K -68 -3%
TF
832
Tompkins Financial
New York
$65K – – –
CFGS
833
Concourse Financial Group Securities
Alabama
$64K +$18K +764 +41%
WEC
834
Winslow Evans & Crocker
Massachusetts
$63K +$60.3K +2,560 New
NR
835
Newfound Research
Massachusetts
$60K +$21.7K +922 +59%
TCOV
836
Trust Company of Vermont
Vermont
$59K – – –
PCM
837
Penserra Capital Management
California
$59K +$12.5K +532 +28%
BA
838
Bellwether Advisors
Nebraska
$59K +$57.2K +2,428 New
AIM
839
Anchor Investment Management
South Carolina
$58.6K -$65.9K -2,800 -54%
BCA
840
Berman Capital Advisors
Georgia
$57K +$3.34K +142 +6%
FAM
841
Fred Alger Management
New York
$56K -$18.6K -790 -26%
PWMG
842
Prestige Wealth Management Group
New Jersey
$54K +$16.1K +682 +45%
IHWM
843
Iron Horse Wealth Management
Iowa
$54K +$51.8K +2,200 New
GWS
844
Glassman Wealth Services
Virginia
$50K +$32.9K +1,398 +215%
VCG
845
Vantage Consulting Group
Virginia
$50K +$48.3K +2,052 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
846
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$48K +$22.6K +962 +98%
SIS
847
Sound Income Strategies
Florida
$47K +$612 +26 +1%
GLLW
848
Graves Light Lenhart Wealth
Virginia
$46K +$44.7K +1,898 New
OC
849
Oakworth Capital
Alabama
$44K – – –
GEA
850
Glen Eagle Advisors
New Jersey
$42.5K +$188 +8 +0.5%