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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
576
Cooper Financial Group
California
$424K -$82.3K -3,530 -18%
IFWM
577
Institute for Wealth Management
Colorado
$424K
CRCM
578
Corbett Road Capital Management
Virginia
$423K -$11.2K -480 -3%
CT
579
Caldwell Trust
Florida
$421K
SF
580
Synovus Financial
Georgia
$418K
PSUF
581
People's United Financial
Connecticut
$415K -$6.06K -260 -2%
CT
582
Coastline Trust
Rhode Island
$414K
WCM
583
Whitener Capital Management
North Carolina
$414K
EF
584
Empirical Finance
Pennsylvania
$412K +$64.1K +2,750 +21%
WANY
585
Wealthspire Advisors (New York)
New York
$412K +$106K +4,540 +40%
FMT
586
First Mercantile Trust
Tennessee
$410K +$178K +7,620 +93%
SSWM
587
Smith Salley Wealth Management
North Carolina
$409K
VAS
588
Vestmark Advisory Solutions
Massachusetts
$408K +$1.86K +80 +0.5%
Koshinski Asset Management
589
Koshinski Asset Management
Illinois
$406K -$44.8K -1,920 -11%
CIM
590
Contravisory Investment Management
Massachusetts
$406K -$43.4K -1,860 -11%
SAM
591
Silvercrest Asset Management
New York
$406K
OPS
592
Orion Portfolio Solutions
Nebraska
$402K -$1.4K -60 -0.4%
Fisher Asset Management
593
Fisher Asset Management
Washington
$388K -$153K -6,550 -30%
KWMG
594
King Wealth Management Group
Florida
$388K
YMRC
595
Yorktown Management & Research Company
Virginia
$388K
HCM
596
HM Capital Management
Missouri
$387K +$1.17K +50 +0.3%
GAM
597
Griffin Asset Management
New York
$382K
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$380K -$37.5K -1,610 -10%
OWM
599
OneAscent Wealth Management
Alabama
$380K +$342K +14,680 New
II
600
Inspire Investing
Idaho
$375K -$118K -5,050 -26%