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Name Holding Trade Value Shares
Change
Change in
Stake
TC
901
Trilogy Capital
California
$1.59M +$242K +1,846 +16%
PWS
902
Peloton Wealth Strategists
Indiana
$1.59M +$13.1K +100 +0.8%
VAS
903
Vestmark Advisory Solutions
Massachusetts
$1.59M +$176K +1,342 +11%
AMIM
904
Aull & Monroe Investment Management
Alabama
$1.58M
S
905
SignatureFD
Georgia
$1.58M +$331K +2,524 +23%
CAG
906
Csenge Advisory Group
Florida
$1.58M +$88.2K +672 +5%
GIA
907
Gateway Investment Advisers
Ohio
$1.57M -$174K -1,324 -9%
BJL
908
Brighton Jones LLC
Washington
$1.57M -$28.9K -220 -2%
HI
909
Horizon Investments
North Carolina
$1.57M -$420K -3,198 -19%
GVAG
910
Great Valley Advisor Group
Delaware
$1.57M +$153K +1,168 +10%
SNBOSCI
911
Security National Bank of Sioux City Iowa
Iowa
$1.56M -$1.97K -15 -0.1%
TMAM
912
Tokio Marine Asset Management
Japan
$1.56M +$196K +1,491 +13%
WWM
913
Western Wealth Management
Colorado
$1.56M +$98.6K +751 +6%
RGI
914
River Global Investors
United Kingdom
$1.56M -$176K -1,340 -9%
AA
915
Ancora Advisors
Ohio
$1.56M +$24.7K +188 +1%
MMG
916
Monetary Management Group
Missouri
$1.56M +$595K +4,535 +53%
EP
917
Edgestream Partners
New Jersey
$1.56M +$1.72M +13,108 New
CFG
918
Citizens Financial Group
Rhode Island
$1.55M -$197K -1,503 -10%
AIL
919
AGF Investments LLC
Ontario, Canada
$1.55M +$766K +5,839 +81%
ATPW
920
Ashton Thomas Private Wealth
Arizona
$1.55M -$24K -183 -1%
SC
921
SouthState Corp
Florida
$1.54M +$625K +4,761 +58%
OPS
922
Orion Portfolio Solutions
Nebraska
$1.54M +$827K +6,299 +94%
RWM
923
Ritholtz Wealth Management
New York
$1.54M +$453K +3,451 +36%
LWAM
924
Legacy Wealth Asset Management
Minnesota
$1.53M +$360K +2,743 +27%
KFC
925
Klingenstein Fields & Co
New York
$1.52M +$1.31K +10 +0.1%