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Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
826
Capital Asset Advisory Services
Michigan
$76K +$73.7K +3,132 New
SA
827
SRH Advisors
Kansas
$68K +$47.1K +2,000 +250%
SQA
828
Simon Quick Advisors
New Jersey
$66K +$706 +30 +1%
RWA
829
Ropes Wealth Advisors
Massachusetts
$65K -$1.6K -68 -3%
TF
830
Tompkins Financial
New York
$65K
CFGS
831
Concourse Financial Group Securities
Alabama
$64K +$18K +764 +41%
WEC
832
Winslow Evans & Crocker
Massachusetts
$63K +$60.3K +2,560 New
NR
833
Newfound Research
Massachusetts
$60K +$21.7K +922 +59%
TCOV
834
Trust Company of Vermont
Vermont
$59K
PCM
835
Penserra Capital Management
California
$59K +$12.5K +532 +28%
BA
836
Bellwether Advisors
Nebraska
$59K +$57.2K +2,428 New
AIM
837
Anchor Investment Management
South Carolina
$58.6K -$65.9K -2,800 -54%
BCA
838
Berman Capital Advisors
Georgia
$57K +$3.34K +142 +6%
FAM
839
Fred Alger Management
New York
$56K -$18.6K -790 -26%
PWMG
840
Prestige Wealth Management Group
New Jersey
$54K +$16.1K +682 +45%
IHWM
841
Iron Horse Wealth Management
Iowa
$54K +$51.8K +2,200 New
GWS
842
Glassman Wealth Services
Virginia
$50K +$32.9K +1,398 +215%
VCG
843
Vantage Consulting Group
Virginia
$50K +$48.3K +2,052 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
844
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$48K +$22.6K +962 +98%
SIS
845
Sound Income Strategies
Florida
$47K +$612 +26 +1%
GLLW
846
Graves Light Lenhart Wealth
Virginia
$46K +$44.7K +1,898 New
OC
847
Oakworth Capital
Alabama
$44K
GEA
848
Glen Eagle Advisors
New Jersey
$42.5K +$188 +8 +0.5%
TFS
849
TrustCore Financial Services
Tennessee
$41K
FMII
850
Farmers & Merchants Investments Inc
Nebraska
$41K +$471 +20 +1%