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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
801
Prospera Financial Services
Texas
$1.06M +$80.3K +1,250 +9%
TCB
802
Texas Capital Bancshares
Texas
$1.06M +$974K +15,170 New
CG
803
Caprock Group
Idaho
$1.05M +$21.8K +340 +2%
CSPIA
804
Cary Street Partners Investment Advisory
Virginia
$1.05M -$43K -670 -4%
CP
805
Cumberland Partners
Ontario, Canada
$1.05M -$566K -8,810 -37%
YMRC
806
Yorktown Management & Research Company
Virginia
$1.05M
BP
807
Ballentine Partners
Massachusetts
$1.05M +$168K +2,610 +21%
Empower Advisory Group
808
Empower Advisory Group
Colorado
$1.05M +$11.6K +180 +1%
PA
809
Perennial Advisors
New York
$1.05M
MC
810
Moors & Cabot
Massachusetts
$1.04M +$54.6K +850 +6%
FCI
811
Financial Counselors Inc
Kansas
$1.04M -$17.3K -270 -2%
PFA
812
Pathway Financial Advisers
Indiana
$1.04M -$105K -1,640 -10%
GIA
813
Gladstone Institutional Advisory
Florida
$1.03M -$84.8K -1,320 -8%
CCM
814
Cohen Capital Management
California
$1.03M +$143K +2,220 +18%
CM
815
Columbus Macro
Pennsylvania
$1.03M -$189K -2,940 -17%
GAM
816
Griffin Asset Management
New York
$1.02M
RFC
817
Regions Financial Corp
Alabama
$1.02M +$934K +14,550 New
IIM
818
Intact Investment Management
Quebec, Canada
$1.01M
UB
819
UMB Bank
Missouri
$1.01M -$326K -5,070 -26%
EWS
820
Evergreen Wealth Solutions
Pennsylvania
$1.01M -$145K -2,260 -14%
WFC
821
Western Financial Corp
California
$1.01M -$86.1K -1,340 -8%
MCM
822
McKinley Capital Management
Alaska
$1.01M -$6.42K -100 -0.7%
CI
823
Cigna Investments
Connecticut
$1M -$19.3K -300 -2%
RIL
824
Rothschild Investment LLC
Illinois
$999K -$71.3K -1,110 -7%
HCA
825
Harbor Capital Advisors
Illinois
$995K +$915K +14,250 New