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Name Holding Trade Value Shares
Change
Change in
Stake
ZIMP
776
Zimmermann Investment Management & Planning
Pennsylvania
$594K -$7.72K -40 -1%
Jones Financial Companies
777
Jones Financial Companies
Missouri
$592K +$357K +1,849 +155%
UF
778
Univest Financial
Pennsylvania
$589K -$964 -5 -0.2%
NIM
779
NEOS Investment Management
Connecticut
$589K +$175K +906 +43%
ATC
780
Argent Trust Co
Tennessee
$588K +$56.7K +294 +11%
WA
781
WBH Advisory
Maryland
$587K -$58.3K -302 -9%
FNA
782
First National Advisers
Nebraska
$584K
LC
783
Lincoln Capital
Nebraska
$583K
WPC
784
Waters Parkerson & Co
Louisiana
$582K
FHA
785
Flagship Harbor Advisors
Massachusetts
$581K +$46.1K +239 +9%
SCI
786
Stableford Capital II
Arizona
$577K +$572K +2,965 New
BB
787
Burford Brothers
Texas
$573K -$61.5K -319 -10%
FNBOH
788
First National Bank of Hutchinson
Kansas
$571K +$566K +2,934 New
HJGA
789
Hardman Johnston Global Advisors
Connecticut
$564K
AWM
790
Avior Wealth Management
Nebraska
$562K +$466K +2,415 +509%
BFA
791
Bragg Financial Advisors
North Carolina
$561K +$38.4K +199 +7%
CCP
792
Cassia Capital Partners
North Carolina
$559K +$199K +1,030 +56%
MSAM
793
Moloney Securities Asset Management
Missouri
$555K +$216K +1,120 +65%
RSWM
794
Robertson Stephens Wealth Management
California
$553K -$1.8M -9,356 -77%
OIA
795
OneDigital Investment Advisors
Kansas
$552K +$53K +275 +11%
NHC
796
Nicholas Hoffman & Company
Georgia
$549K +$49.2K +255 +10%
UCFA
797
United Capital Financial Advisors
Texas
$548K -$43K -223 -7%
CF
798
Concorde Financial
Texas
$543K -$1.8M -9,342 -77%
SCI
799
Silver Coast Investments
United States
$543K +$83.3K +432 +18%
PS
800
Principal Securities
Iowa
$539K +$131K +679 +32%