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Name Holding Trade Value Shares
Change
Change in
Stake
VFG
1676
Victory Financial Group
Texas
$608K +$58.6K +295 +17%
PCM
1677
Parsons Capital Management
Rhode Island
$605K -$48.6K -245 -11%
XF
1678
XML Financial
Maryland
$605K +$44.7K +225 +13%
BAM
1679
Boyar Asset Management
New York
$603K -$129K -650 -25%
DWML
1680
Decker Wealth Management LLC
Tennessee
$603K
SC
1681
Searle & Co
Connecticut
$603K +$397K +2,000 New
LSV Asset Management
1682
LSV Asset Management
Illinois
$603K
CWA
1683
Consilio Wealth Advisors
Washington
$601K +$6.35K +32 +2%
WBC
1684
West Branch Capital
Massachusetts
$600K +$115K +578 +41%
RT
1685
Rockland Trust
Massachusetts
$599K -$68.3K -344 -15%
VW
1686
Vantus Wealth
Pennsylvania
$597K +$393K +1,980 New
AAMC
1687
Asset Allocation & Management Company
Illinois
$597K -$453K -2,280 -54%
ZBNA
1688
Zions Bancorporation, National Association
Utah
$596K -$70.7K -356 -15%
CIC
1689
Carnegie Investment Counsel
Ohio
$594K -$129K -650 -25%
PSP
1690
Principal Street Partners
Tennessee
$594K
LWPC
1691
Legacy Wealth Partners (Colorado)
Colorado
$592K -$27.4K -138 -7%
MNBTD
1692
Moody National Bank Trust Division
Texas
$591K
MWA
1693
Motive Wealth Advisors
Michigan
$589K +$16.5K +83 +4%
FWCM
1694
Ferguson Wellman Capital Management
Oregon
$588K +$23.8K +120 +7%
LWP
1695
LeClair Wealth Partners
Ohio
$585K +$385K +1,938 New
Verition Fund Management
1696
Verition Fund Management
Connecticut
$585K -$1M -5,062 -72%
JF
1697
JMN Financial
Ohio
$585K -$185K -932 -32%
IWA
1698
Invera Wealth Advisors
Oregon
$584K +$384K +1,935 New
KW
1699
Keyvantage Wealth
Pennsylvania
$579K -$1.79K -9 -0.5%
CAL
1700
Capital Analysts LLC
Pennsylvania
$579K -$43.7K -220 -10%