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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1151
Pure Financial Advisors
California
$372K -$69K -198 -12%
VFA
1152
Valeo Financial Advisors
Indiana
$368K -$187K -537 -28%
BLC
1153
Brown, Lisle/Cummings
Rhode Island
$367K -$8.01K -23 -2%
WPP
1154
Whalerock Point Partners
Rhode Island
$367K -$17.4K -50 -3%
MC
1155
Moors & Cabot
Massachusetts
$367K -$63.4K -182 -11%
CAS
1156
CTC Alternative Strategies
Illinois
$365K +$488K +1,400 New
SAA
1157
Southeast Asset Advisors
Georgia
$365K -$43.5K -125 -8%
4A
1158
4Wealth Advisors
Illinois
$364K -$1.74K -5 -0.4%
SAM
1159
Simplify Asset Management
Nevada
$363K -$8.36K -24 -2%
AAA
1160
Andrews Advisory Associates
Hawaii
$363K +$123K +353 +34%
FFN
1161
Focus Financial Network
Minnesota
$360K -$31.4K -90 -6%
DWT
1162
Dorsey & Whitney Trust
South Dakota
$360K -$295K -848 -38%
BONST
1163
Bank of Nova Scotia Trust
Ontario, Canada
$359K +$6.27K +18 +1%
FAM
1164
Fulcrum Asset Management
United Kingdom
$356K -$88.1K -253 -16%
ST
1165
Smithfield Trust
Pennsylvania
$355K -$62.7K -180 -12%
HIMC
1166
Heritage Investors Management Corp
Maryland
$355K +$7.32K +21 +2%
BPCE
1167
Bank Pictet & Cie (Europe)
Germany
$355K -$47K -135 -9%
PWAM
1168
Pinnacle West Asset Management
Wyoming
$354K +$1.74K +5 +0.4%
HR
1169
Howe & Rusling
New York
$353K -$9.67M -27,767 -95%
TCOT
1170
Trust Company of Toledo
Ohio
$352K +$133K +381 +39%
VV
1171
Verity & Verity
South Carolina
$351K -$29.3K -84 -6%
GAMC
1172
Garner Asset Management Corp
Texas
$350K +$697 +2 +0.1%
HG
1173
Harbor Group
New Hampshire
$349K +$1.39K +4 +0.3%
MSFS
1174
Main Street Financial Solutions
Pennsylvania
$349K +$262K +753 +129%
WFP
1175
Worthington Financial Partners
Ohio
$348K +$10.4K +30 +2%