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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Capital Investment Advisors
Georgia
$911K +$843K +3,074 New
CPIG
627
Chicago Partners Investment Group
Illinois
$909K +$65K +237 +8%
SBIA
628
Sheaff Brock Investment Advisors
Indiana
$896K -$25.8K -94 -3%
DWA
629
Douglass Winthrop Advisors
New York
$893K +$135K +491 +19%
TFS
630
Thoroughbred Financial Services
Tennessee
$890K -$157K -571 -16%
AWCI
631
Alpine Woods Capital Investors
New York
$889K
B
632
Bailard
California
$881K -$3.57K -13 -0.4%
ACS
633
Archford Capital Strategies
Illinois
$866K +$37.9K +138 +5%
Assenagon Asset Management
634
Assenagon Asset Management
Luxembourg
$863K +$799K +2,913 New
CWM
635
Confluence Wealth Management
Oregon
$860K +$4.66K +17 +0.6%
SC
636
SouthState Corp
Florida
$859K +$486K +1,772 +157%
ATPW
637
Ashton Thomas Private Wealth
Arizona
$858K +$395K +1,440 +99%
CC
638
Cannell & Co
New York
$857K
TCM
639
Twin Capital Management
Pennsylvania
$847K -$10.7K -39 -1%
LS
640
Livforsakringsbolaget Skandia
Sweden
$839K
IAA
641
Independent Advisor Alliance
North Carolina
$838K +$108K +393 +16%
PAM
642
Peak Asset Management
Colorado
$833K +$61.5K +224 +9%
MME
643
Meag Munich Ergo
Germany
$823K
HWM
644
Hohimer Wealth Management
Washington
$820K +$549 +2 +0.1%
CAW
645
Cornerstone Advisors (Washington)
Washington
$808K +$53.5K +195 +8%
KLC
646
Knowledge Leaders Capital
Colorado
$801K +$742K +2,706 New
PT
647
Plimoth Trust
Massachusetts
$799K -$37.3K -136 -5%
WWM
648
WT Wealth Management
Arizona
$799K +$112K +409 +18%
SWM
649
Segment Wealth Management
Texas
$799K +$306K +1,115 +70%
FT
650
Fiduciary Trust
Massachusetts
$787K +$1.37K +5 +0.2%