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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
551
Sectoral Asset Management
Quebec, Canada
$497K +$356K +1,250 New
FRA
552
Frank Rimerman Advisors
California
$493K +$354K +1,242 New
CIA
553
Concurrent Investment Advisors
Florida
$492K +$22.2K +78 +7%
FCFC
554
First Commonwealth Financial Corp
Pennsylvania
$489K -$45.6K -160 -12%
RPCONE
555
Retirement Planning Company of New England
Rhode Island
$483K -$47.8K -168 -12%
SWP
556
Sagespring Wealth Partners
Tennessee
$481K +$345K +1,211 New
NB
557
Nicolet Bankshares
Wisconsin
$471K +$341K +1,198 New
MCM
558
MAI Capital Management
Ohio
$470K +$148K +520 +78%
BFA
559
Brown Financial Advisors
Ohio
$466K -$189K -664 -36%
DMBA
560
Deseret Mutual Benefit Administrators
Utah
$458K -$24.8K -87 -7%
SOAMC
561
Spirit of America Management Corp
New York
$457K
IWC
562
Integrated Wealth Concepts
Massachusetts
$456K +$327K +1,148 New
MWM
563
Mission Wealth Management
California
$453K +$325K +1,140 New
CI
564
Cigna Investments
Connecticut
$452K -$9.11K -32 -3%
DADC
565
D.A. Davidson & Co
Montana
$449K +$322K +1,130 New
SIC
566
Samalin Investment Counsel
New York
$447K +$320K +1,125 New
GIM
567
Generali Investments Management
Slovenia
$444K
RWP
568
Revolve Wealth Partners
New Jersey
$442K +$317K +1,112 New
MFS
569
Mattson Financial Services
Michigan
$439K -$205K -721 -39%
EFG
570
Ethos Financial Group
Pennsylvania
$437K +$341K +1,196 New
KPWS
571
Kestra Private Wealth Services
Texas
$435K +$312K +1,095 New
CCA
572
Checchi Capital Advisers
California
$422K +$303K +1,064 New
AIP
573
Ameritas Investment Partners
Nebraska
$412K -$16.8K -59 -5%
CPIG
574
Chicago Partners Investment Group
Illinois
$408K +$294K +1,033 New
PCIA
575
Prime Capital Investment Advisors
Kansas
$404K +$290K +1,018 New