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Name Holding Trade Value Shares
Change
Change in
Stake
CP
776
Coho Partners
Pennsylvania
$498K
AF
777
Allworth Financial
California
$495K +$83K +371 +18%
Lido Advisors
778
Lido Advisors
California
$492K +$24K +107 +5%
SC
779
Schulhoff & Co
Ohio
$491K -$5.6K -25 -1%
FHA
780
Flagship Harbor Advisors
Massachusetts
$491K -$79.7K -356 -13%
HHAA
781
Henry H. Armstrong Associates
Pennsylvania
$486K
SAM
782
Strategy Asset Managers
California
$486K -$209K -933 -28%
DFCM
783
Dark Forest Capital Management
Puerto Rico
$484K -$255K -1,138 -32%
PC
784
Pecaut & Co
Iowa
$480K
AMG
785
Advisors Management Group
Wisconsin
$480K
IWM
786
IHT Wealth Management
Illinois
$480K -$2.02K -9 -0.4%
SF
787
Synovus Financial
Georgia
$476K -$91.3K -408 -15%
SP
788
Symmetry Partners
Connecticut
$471K -$303K -1,352 -36%
LFA
789
LifeGuide Financial Advisors
Pennsylvania
$470K +$6.94K +31 +1%
CWM
790
Congress Wealth Management
Massachusetts
$470K -$30.9K -138 -6%
DWM
791
Dakota Wealth Management
Florida
$466K -$131K -585 -20%
SIA
792
Schear Investment Advisers
Ohio
$461K -$53.3K -238 -9%
CFG
793
Cooper Financial Group
California
$460K +$51.5K +230 +11%
NIM
794
Northeast Investment Management
Massachusetts
$458K
GCMG
795
Gyroscope Capital Management Group
Florida
$456K +$23.3K +104 +5%
LA
796
Lifeworks Advisors
Michigan
$453K +$141K +628 +38%
CIA
797
Capital Investment Advisors
Georgia
$450K -$18.1K -81 -3%
9WM
798
9258 Wealth Management
Ohio
$448K
ABC
799
Associated Banc-Corp
Wisconsin
$448K -$38.5K -172 -7%
VIA
800
Virtus Investment Advisers
Connecticut
$446K -$58.2K -260 -10%