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Name Holding Trade Value Shares
Change
Change in
Stake
VV
976
Verity & Verity
South Carolina
$558K +$77K +1,140 +15%
HSA
977
HBK Sorce Advisory
Pennsylvania
$552K -$54.7K -810 -8%
PI
978
PFG Investments
New York
$549K -$114K -1,690 -16%
BCM
979
Berbice Capital Management
New York
$548K +$588K +8,700 New
TE
980
Tema ETFs
New York
$546K +$586K +8,670 New
ACA
981
Aptus Capital Advisors
Alabama
$546K +$44.6K +660 +8%
CNBT
982
Canandaigua National Bank & Trust
New York
$546K -$216K -3,200 -27%
BTI
983
Blue Trust Inc
Georgia
$544K -$834K -12,340 -59%
CFG
984
Citizens Financial Group
Rhode Island
$542K +$188K +2,780 +48%
GAM
985
Griffin Asset Management
New York
$539K -$409K -6,050 -41%
JAG
986
Journey Advisory Group
Kentucky
$536K
PTC
987
Private Trust Company
Ohio
$536K -$178K -2,640 -24%
QWP
988
Quotient Wealth Partners
Texas
$535K -$84.5K -1,250 -13%
VH
989
Visionary Horizons
Tennessee
$534K +$52K +770 +10%
ST
990
Smithfield Trust
Pennsylvania
$534K -$106K -1,570 -16%
VA
991
Valmark Advisers
Ohio
$532K +$83.1K +1,230 +17%
AWM
992
Aries Wealth Management
Maine
$531K
PCM
993
Prelude Capital Management
New York
$529K -$237K -3,510 -29%
SI
994
Stephens Inc
Arkansas
$527K -$425K -6,290 -43%
MA
995
Mezzasalma Advisors
New Jersey
$526K -$224K -3,310 -28%
AAM
996
Auxier Asset Management
Oregon
$526K
CPRC
997
Consolidated Portfolio Review Corp
New York
$521K +$14.2K +210 +3%
HAS
998
HBW Advisory Services
California
$520K +$30.4K +450 +6%
SWP
999
Sagespring Wealth Partners
Tennessee
$518K +$556K +8,220 New
CT
1000
Caldwell Trust
Florida
$517K