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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
901
IHT Wealth Management
Illinois
$789K -$144K -2,000 -15%
PWM
902
Pines Wealth Management
North Carolina
$788K +$63.4K +880 +7%
HAG
903
HighPoint Advisor Group
Illinois
$782K +$153K +2,120 +23%
FFA
904
Farther Finance Advisors
California
$781K +$183K +2,540 +29%
SWA
905
SFMG Wealth Advisors
Texas
$777K +$3.6K +50 +0.4%
AO
906
Advisor OS
Illinois
$773K +$51.1K +710 +7%
IC
907
Inscription Capital
Texas
$772K +$796K +11,050 New
TC
908
Truvestments Capital
Florida
$772K -$146K -2,030 -15%
WB
909
WesBanco Bank
West Virginia
$772K
FSA
910
Fort Sheridan Advisors
Illinois
$767K -$18.7K -260 -2%
SIA
911
Schechter Investment Advisors
Michigan
$761K +$8.64K +120 +1%
NDSI
912
Newman Dignan & Sheerar Inc
Rhode Island
$759K +$13.7K +190 +2%
BTI
913
Blue Trust Inc
Georgia
$758K +$181K +2,510 +29%
TCOV
914
Trust Company of Vermont
Vermont
$755K -$23.8K -330 -3%
CBUSF
915
Construction & Building Unions Superannuation Fund
Australia
$748K -$144K -2,000 -15%
CCA
916
Catalyst Capital Advisors
New York
$739K -$62.7K -870 -7%
EWA
917
EverSource Wealth Advisors
Alabama
$739K +$140K +1,940 +22%
CAU
918
Caxton Associates (UK)
$738K +$782K +10,860 New
WBC
919
Westpac Banking Corp
Australia
$738K -$192K -2,660 -20%
HSA
920
HBK Sorce Advisory
Pennsylvania
$737K +$151K +2,090 +24%
FCFC
921
First Commonwealth Financial Corp
Pennsylvania
$727K +$501K +6,960 +187%
PFG
922
Prosperity Financial Group
California
$726K +$7.92K +110 +1%
KA
923
Kintegral Advisory
New York
$725K -$2.16K -30 -0.3%
SAI
924
Systematic Alpha Investments
New Jersey
$721K
CMI
925
Clare Market Investments
Texas
$721K -$21.6K -300 -3%