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Name Holding Trade Value Shares
Change
Change in
Stake
RP
451
Rowlandmiller & Partners
Georgia
$442K +$6.73K +15 +2%
AP
452
Advisor Partners
California
$432K +$35.9K +80 +10%
HBT
453
Heartland Bank & Trust
Illinois
$428K +$395K +880 New
BIAS
454
Beacon Investment Advisory Services
New Jersey
$420K – – –
CI
455
Cigna Investments
Connecticut
$418K -$148K -330 -28%
CIBC World Market
456
CIBC World Market
Ontario, Canada
$418K +$36.3K +81 +10%
RT
457
Rockland Trust
Massachusetts
$417K +$13.9K +31 +4%
SS
458
Simplicity Solutions
Minnesota
$416K +$383K +854 New
PAM
459
Paradigm Asset Management
New York
$413K -$89.7K -200 -19%
SIA
460
SkyView Investment Advisors
New Jersey
$412K +$15.5M +34,675 +4,313%
MC
461
Middleton & Co
Massachusetts
$411K +$20.2K +45 +6%
GDP
462
Great Diamond Partners
Maine
$405K – – –
TSS
463
Two Sigma Securities
New York
$405K +$374K +834 New
SWM
464
Spire Wealth Management
Virginia
$402K – – –
HWMG
465
Hurlow Wealth Management Group
Indiana
$395K – – –
AAS
466
Avantax Advisory Services
Texas
$390K +$112K +249 +45%
ECM
467
Everence Capital Management
Indiana
$389K +$359K +800 New
PAM
468
Palisade Asset Management
Minnesota
$384K – – –
KFP
469
KB Financial Partners
New Jersey
$384K +$19.7K +44 +6%
KWM
470
Kolinsky Wealth Management
New Jersey
$378K +$348K +777 New
KFA
471
Krane Funds Advisors
New York
$374K +$345K +770 New
IP
472
Investment Partners
Ohio
$365K -$25.1K -56 -7%
MAP
473
Milestone Advisory Partners
North Carolina
$365K – – –
PCM
474
Parsons Capital Management
Rhode Island
$365K – – –
AC
475
Apella Capital
Connecticut
$365K +$336K +750 New