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Name Holding Trade Value Shares
Change
Change in
Stake
CFN
876
Cordasco Financial Network
Florida
$144K
HAM
877
Highstreet Asset Management
Ontario, Canada
$141K -$50.6K -1,166 -25%
PK
878
Pflug Koory
Nebraska
$141K
SFSIG
879
San Francisco Sentry Investment Group
California
$138K +$136K +3,145 +1,410%
AWA
880
Acorn Wealth Advisors
Michigan
$136K +$135K +3,106 New
HRC
881
Hoertkorn Richard Charles
$135K +$143K +3,300 New
NAMA
882
Nikko Asset Management Americas
New York
$133K
OIA
883
OneDigital Investment Advisors
Kansas
$131K +$1.13K +26 +0.8%
SCM
884
Stumpf Capital Management
Arizona
$131K +$139K +3,200 New
IBOK
885
Independence Bank of Kentucky
Kentucky
$129K +$136K +3,135 New
EWM
886
Evercore Wealth Management
New York
$123K -$26K -600 -17%
C
887
Cerebellum
California
$123K +$130K +2,989 New
MOS
888
MGO One Seven
Ohio
$119K +$126K +2,914 New
SLF
889
Sun Life Financial
Ontario, Canada
$115K -$297K -6,844 -71%
PFGIA
890
Patriot Financial Group Insurance Agency
Massachusetts
$113K -$8.98K -207 -7%
LA
891
Legacy Advisors
Pennsylvania
$112K +$18.4K +425 +18%
PMFA
892
Plante Moran Financial Advisors
Michigan
$111K +$781 +18 +0.7%
PGWM
893
Parisi Gray Wealth Management
New Jersey
$109K +$113K +2,597 New
CFG
894
Citizens Financial Group
Rhode Island
$108K
IWP
895
Icon Wealth Partners
Texas
$106K +$112K +2,575 New
MFW
896
Mosaic Family Wealth
Missouri
$99K -$601K -13,850 -85%
CA
897
Calton & Associates
Florida
$98K +$98.6K +2,272 New
SFG
898
SevenBridge Financial Group
Pennsylvania
$95K +$18.4K +425 +22%
RA
899
Rational Advisors
New York
$94K -$247K -5,700 -71%
PCA
900
Peddock Capital Advisors
Massachusetts
$91K