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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Spire Wealth Management
Virginia
$778K -$8.22K -35 -1%
Koshinski Asset Management
902
Koshinski Asset Management
Illinois
$778K -$81.5K -347 -9%
LA
903
Lakeside Advisors
Washington
$777K +$790K +3,360 New
AWM
904
Altium Wealth Management
New York
$776K +$305K +1,296 +63%
WT
905
Whittier Trust
California
$775K -$70.5K -300 -8%
Luther King Capital Management (LKCM)
906
Luther King Capital Management (LKCM)
Texas
$774K +$10.1K +43 +1%
FTDI
907
First Trust Direct Indexing
Massachusetts
$774K +$144K +614 +22%
MA
908
MUFG Americas
New York
$768K +$4.93K +21 +0.6%
HTC
909
Haverford Trust Company
Pennsylvania
$761K -$146K -623 -16%
CG
910
Caprock Group
Idaho
$761K +$315K +1,340 +69%
EGA
911
E&G Advisors
Texas
$759K +$70.5K +300 +10%
MFG
912
MidWestOne Financial Group
Iowa
$757K -$36.4K -155 -5%
HJMC
913
Hellman Jordan Management Company
Massachusetts
$753K +$127K +540 +20%
RWA
914
River Wealth Advisors
Pennsylvania
$748K +$36.9K +157 +5%
CAG
915
Csenge Advisory Group
Florida
$745K -$99.9K -425 -12%
SIA
916
Strategic Investment Advisors
Michigan
$743K +$8.93K +38 +1%
SMH
917
Sanders Morris Harris
Texas
$740K
CIP
918
Capital Insight Partners
Arizona
$738K -$106K -453 -12%
ZIG
919
Zullo Investment Group
Pennsylvania
$737K +$113K +482 +18%
MAM
920
Meeder Asset Management
Ohio
$736K +$748K +3,182 New
LWAC
921
Laurel Wealth Advisors (California)
California
$734K -$94.2K -401 -11%
MCM
922
Mendel Capital Management
Arkansas
$734K +$51K +217 +7%
BG
923
Bollard Group
Massachusetts
$733K
LC
924
LCNB Corp
Ohio
$732K +$25.8K +110 +4%
PI
925
Pettee Investors
Connecticut
$731K +$3.29K +14 +0.4%