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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
576
Cornerstone Wealth Group
North Carolina
$314K +$269K +756 New
NWAG
577
Net Worth Advisory Group
Utah
$311K -$17.4K -49 -6%
MYAM
578
Meiji Yasuda Asset Management
Japan
$306K -$41.2K -116 -14%
PTC
579
Philadelphia Trust Company
Pennsylvania
$302K – – –
MAS
580
Meeder Advisory Services
Ohio
$300K +$256K +721 New
HSA
581
HBK Sorce Advisory
Pennsylvania
$296K +$1.42K +4 +0.6%
ICP
582
Interchange Capital Partners
Pennsylvania
$295K +$252K +710 New
EWS
583
Eagle Wealth Strategies
New Jersey
$295K – – –
ACM
584
Aljian Capital Management
Nevada
$293K – – –
SMA
585
Seven Mile Advisory
New Jersey
$290K +$248K +698 New
FFG
586
Frisch Financial Group
New York
$287K +$245K +690 New
KeyBank National Association
587
KeyBank National Association
Ohio
$286K +$244K +687 New
WA
588
Waddell & Associates
Tennessee
$283K +$242K +681 New
PFA
589
Pure Financial Advisors
California
$278K +$238K +669 New
WIA
590
World Investment Advisors
California
$275K – – –
OMC
591
Old Mission Capital
Illinois
$273K +$233K +656 New
MFS
592
Mirabella Financial Services
United Kingdom
$271K -$195K -548 -46%
DGM
593
Delta Global Management
New York
$271K +$232K +652 New
ZIM
594
Zacks Investment Management
Illinois
$271K +$231K +650 New
AC
595
AlphaCore Capital
California
$268K +$229K +644 New
TPI
596
Trust Point Inc
Wisconsin
$265K +$226K +636 New
CI
597
Corient IA
Florida
$262K – – –
TAM
598
Trust Asset Management
Texas
$262K +$224K +630 New
JTF
599
J. Team Financial
Texas
$260K +$222K +625 New
GTAM
600
Global Trust Asset Management
Florida
$260K -$49.8K -140 -18%