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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
651
Argent Trust Co
Tennessee
$990K -$157K -3,990 -14%
LNC
652
Lincoln National Corp
Pennsylvania
$990K +$31.5K +800 +3%
MFGM
653
Marshall Financial Group (Maryland)
Maryland
$983K -$313K -7,940 -24%
MAM
654
Martingale Asset Management
Massachusetts
$974K -$75.7K -1,920 -7%
MMPW
655
Mitchell McLeod Pugh & Williams
Alabama
$965K
AIP
656
Almanack Investment Partners
Pennsylvania
$958K
CIM
657
Chapman Investment Management
California
$956K
CIM
658
Contravisory Investment Management
Massachusetts
$952K +$218K +5,520 +30%
FTDI
659
First Trust Direct Indexing
Massachusetts
$948K +$28.8K +730 +3%
IAN
660
Integrated Advisors Network
Texas
$938K +$403K +10,230 +77%
MIH
661
Meitav Investment House
Israel
$927K
PWP
662
Private Wealth Partners
California
$918K +$906K +23,000 New
GL
663
Graypoint LLC
New York
$915K +$40.6K +1,030 +5%
SIP
664
Stoneridge Investment Partners
Pennsylvania
$911K +$900K +22,830 New
CCM
665
Coldstream Capital Management
Washington
$898K -$46.5K -1,180 -5%
LC
666
Lindbrook Capital
California
$888K +$301K +7,640 +52%
RJT
667
Raymond James Trust
Florida
$885K +$8.28K +210 +1%
Credit Agricole
668
Credit Agricole
France
$875K +$378K +9,600 +78%
HWM
669
HB Wealth Management
Georgia
$871K -$1.95M -49,370 -69%
EGA
670
E&G Advisors
Texas
$866K
MA
671
Mutual Advisors
Nebraska
$863K +$5.12K +130 +0.6%
SA
672
SRN Advisors
Pennsylvania
$863K +$210K +5,340 +32%
DAS
673
Dynamic Advisor Solutions
Arizona
$855K -$7.09K -180 -0.8%
CC
674
Corton Capital
Ontario, Canada
$843K +$198K +5,030 +31%
WFC
675
Western Financial Corp
California
$833K -$2.37K -60 -0.3%