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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
701
River Wealth Advisors
Pennsylvania
$854K +$633 +3 +0.1%
MSA
702
MUFG Securities Americas
New York
$852K +$23K +109 +3%
HZ
703
Hixon Zuercher
Ohio
$850K +$43.2K +205 +5%
SVWAG
704
Sound View Wealth Advisors Group
Georgia
$848K -$45.1K -214 -5%
WI
705
WBI Investments
New Jersey
$845K +$22.1K +105 +3%
MS
706
Millington Securities
New Jersey
$845K +$857K +4,065 New
SFGP
707
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$842K +$3.8K +18 +0.4%
MAM
708
Marquette Asset Management
Minnesota
$833K
SAM
709
Securian Asset Management
Minnesota
$828K
FCAS
710
First Command Advisory Services
Texas
$825K +$9.49K +45 +1%
HPC
711
HM Payson & Co
Maine
$824K
TA
712
Tectonic Advisors
Texas
$817K -$44.1K -209 -5%
TCIIS
713
TIAA-CREF Individual & Institutional Services
New York
$813K +$825K +3,911 New
1C
714
111 Capital
France
$805K +$503K +2,384 +160%
AIM
715
Aigen Investment Management
New York
$805K +$816K +3,870 New
HWAM
716
Hennion & Walsh Asset Management
New Jersey
$802K +$66K +313 +9%
CL
717
Choreo LLC
Illinois
$802K +$386K +1,829 +90%
VFIC
718
Valley Forge Investment Consultants
Pennsylvania
$800K
DWP
719
Daymark Wealth Partners
Ohio
$800K +$60.9K +289 +8%
Jennison Associates
720
Jennison Associates
New York
$800K +$379K +1,799 +88%
SFG
721
SageGuard Financial Group
Tennessee
$799K -$41.3K -196 -5%
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$797K
CCWM
723
Cassaday & Co Wealth Management
Virginia
$792K -$15.8K -75 -2%
BBA
724
BLB&B Advisors
Pennsylvania
$787K +$2.95K +14 +0.4%
CIA
725
Choate Investment Advisors
Massachusetts
$784K +$633 +3 +0.1%