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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
876
Shufro Rose & Co
New York
$1.64M -$102K -812 -6%
FTDI
877
First Trust Direct Indexing
Massachusetts
$1.64M -$114K -910 -7%
BSB
878
Bangor Savings Bank
Maine
$1.63M +$228K +1,815 +18%
CANC
879
Culbertson A N & Co
Virginia
$1.63M -$568K -4,532 -27%
BJL
880
Brighton Jones LLC
Washington
$1.62M -$179K -1,426 -11%
CAN
881
Claraphi Advisory Network
United States
$1.61M +$1.01M +8,042 +200%
IWC
882
Integrated Wealth Concepts
Massachusetts
$1.61M -$539K -4,301 -26%
CWS
883
Confluence Wealth Services
Pennsylvania
$1.61M +$1.51M +12,033 New
LIM
884
Leavell Investment Management
Alabama
$1.61M -$136K -1,087 -8%
CIA
885
Cladis Investment Advisory
Montana
$1.6M +$1.5M +11,985 New
Luther King Capital Management (LKCM)
886
Luther King Capital Management (LKCM)
Texas
$1.6M -$647K -5,157 -30%
GFA
887
Gifford Fong Associates
California
$1.59M -$68.6K -547 -4%
BBNA
888
Bremer Bank National Association
Minnesota
$1.59M -$500K -3,987 -25%
WW
889
Waterfront Wealth
Kansas
$1.59M -$164K -1,310 -10%
NL
890
NWAM LLC
Washington
$1.59M +$206K +1,644 +16%
AWM
891
Apollon Wealth Management
South Carolina
$1.58M +$346K +2,756 +30%
AFG
892
Alterity Financial Group
Maine
$1.58M +$1.48M +11,800 New
4WM
893
44 Wealth Management
Oregon
$1.58M -$18.7K -149 -1%
CCP
894
Corient Capital Partners
California
$1.58M +$63.6K +507 +4%
AWM
895
Aries Wealth Management
Maine
$1.57M -$68K -542 -4%
CG
896
Caprock Group
Idaho
$1.57M +$29.1K +232 +2%
HA
897
Hamel Associates
New Jersey
$1.57M -$3.65M -29,062 -71%
AF
898
Allworth Financial
California
$1.57M -$61.1K -487 -4%
JWBC
899
John W. Bristol & Co
New York
$1.56M -$97.7K -779 -6%
SNBOSD
900
Security National Bank of So Dak
Iowa
$1.56M -$47.3K -377 -3%