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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
726
Carroll Financial Associates
North Carolina
$182K
PCM
727
Prelude Capital Management
New York
$182K +$173K +1,358 New
JWA
728
JFS Wealth Advisors
Pennsylvania
$179K +$8K +63 +5%
CFGS
729
Concourse Financial Group Securities
Alabama
$177K +$6.22K +49 +4%
TL
730
TrueWealth LLC
Georgia
$176K
IBOK
731
Independence Bank of Kentucky
Kentucky
$172K -$119K -940 -42%
RCAG
732
Rehmann Capital Advisory Group
Michigan
$163K -$3.05K -24 -2%
AF
733
Arrow Financial
New York
$161K
CL
734
CSS LLC
Illinois
$161K +$152K +1,200 New
FHA
735
First Horizon Advisors
Tennessee
$158K -$254 -2 -0.2%
OIA
736
OneDigital Investment Advisors
Kansas
$156K
PCG
737
Private Capital Group
Connecticut
$145K +$10.3K +81 +5%
HFM
738
Harvest Fund Management
China
$144K +$84.9K +668 +164%
ARMT
739
Amica Retiree Medical Trust
Rhode Island
$139K
FWM
740
Focused Wealth Management
New York
$134K
FNB
741
Farmers National Bank
Kentucky
$132K -$77.6K -611 -38%
BAM
742
Belpointe Asset Management
Nevada
$131K +$125K +980 New
SFG
743
Sage Financial Group
Pennsylvania
$129K
TF
744
TimeScale Financial
Massachusetts
$129K +$122K +959 New
JFGIW
745
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K
APA
746
American Portfolios Advisors
New York
$127K +$54.6K +430 +83%
PRC
747
Pearl River Capital
Michigan
$125K -$89.2K -702 -43%
LWM
748
Liberty Wealth Management
California
$125K -$1.91K -15 -2%
BFEC
749
Benjamin F. Edwards & Company
Missouri
$124K -$15.6K -123 -12%
QAM
750
QCI Asset Management
New York
$124K