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Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
701
First Command Advisory Services
Texas
$714K +$1.83K +10 +0.3%
IC
702
Inscription Capital
Texas
$713K -$109K -598 -13%
UCFA
703
United Capital Financial Advisors
Texas
$711K +$172K +940 +32%
CCWM
704
Cassaday & Co Wealth Management
Virginia
$707K -$14.8K -81 -2%
HZ
705
Hixon Zuercher
Ohio
$706K -$43.3K -237 -6%
GT
706
Glenview Trust
Kentucky
$703K -$347K -1,896 -33%
VFIC
707
Valley Forge Investment Consultants
Pennsylvania
$701K
WI
708
Wahed Invest
New York
$698K -$25.8K -141 -4%
KRSITF
709
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$698K
GAM
710
Grandview Asset Management
Pennsylvania
$692K -$1.1K -6 -0.2%
LCWP
711
Legacy Capital Wealth Partners
Arkansas
$691K -$13.3K -73 -2%
AWA
712
Aaron Wealth Advisors
Illinois
$689K -$387K -2,116 -36%
BBA
713
BLB&B Advisors
Pennsylvania
$686K -$28.9K -158 -4%
FAM
714
Formidable Asset Management
Ohio
$686K -$21.8K -119 -3%
CIA
715
Choate Investment Advisors
Massachusetts
$686K +$306K +1,675 +80%
FTC
716
Farmers Trust Company
Ohio
$685K
LA
717
Lifeworks Advisors
Michigan
$683K -$46.3K -253 -6%
BC
718
BDFS Capital
Delaware
$682K +$685K +3,745 New
S
719
SignatureFD
Georgia
$680K +$128K +698 +23%
OCBCO
720
Oversea-Chinese Banking Corp (OCBC)
Singapore
$674K +$267K +1,460 +65%
DWT
721
Dorsey & Whitney Trust
South Dakota
$670K -$137K -751 -17%
KA
722
Klingman & Associates
New York
$669K -$1.28K -7 -0.2%
HIC
723
Harvey Investment Company
Kentucky
$669K
AWE
724
Avidian Wealth Enterprises
Texas
$668K -$2.19K -12 -0.3%
I
725
InceptionR
California
$665K +$668K +3,652 New