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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
526
Ipswich Investment Management
Massachusetts
$418K -$20.4K -438 -5%
AP
527
Americana Partners
Texas
$414K -$3.83K -82 -1%
CCP
528
Cane Capital Partners
Louisiana
$411K +$391K +8,390 New
HSA
529
HBK Sorce Advisory
Pennsylvania
$410K -$64.1K -1,374 -17%
LF
530
Lantz Financial
Illinois
$410K -$105K -2,257 -21%
CD
531
Chapin Davis
Maryland
$409K -$5.41K -116 -1%
IRP
532
Investment Research Partners
Pennsylvania
$405K -$2.15K -46 -0.6%
LFAS
533
Level Four Advisory Services
Texas
$403K +$16.5K +354 +4%
BC
534
Bayforest Capital
United Kingdom
$402K -$35.8K -767 -9%
AL
535
Aspiriant LLC
California
$401K +$8.63K +185 +2%
MHC
536
May Hill Capital
Massachusetts
$401K +$11.9K +256 +3%
NSAM
537
North Star Asset Management
Wisconsin
$399K +$379K +8,128 New
HA
538
Herold Advisors
New York
$398K -$36.1K -774 -9%
Fifth Third Bancorp
539
Fifth Third Bancorp
Ohio
$397K -$34.3K -736 -8%
DWP
540
Daymark Wealth Partners
Ohio
$396K +$61.2K +1,312 +19%
CT
541
Colonial Trust
South Carolina
$394K -$560 -12 -0.1%
PA
542
Parallel Advisors
California
$393K +$3.27K +70 +0.9%
CC
543
Chicago Capital
Illinois
$393K +$34K +728 +10%
CFO
544
CVA Family Office
Colorado
$392K
TNBTD
545
Trustmark National Bank Trust Department
Mississippi
$391K
IWP
546
Innova Wealth Partners
Pennsylvania
$390K -$27.5K -589 -7%
SW
547
Simplicity Wealth
New Jersey
$387K +$4.71K +101 +1%
AWMM
548
Aegis Wealth Management (Maryland)
Maryland
$385K -$18.1K -388 -5%
CTC
549
Cetera Trust Company
Minnesota
$385K +$21K +450 +6%
BF
550
Brucke Financial
Indiana
$384K -$4.38K -94 -1%