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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
651
Souders Financial Advisors
Ohio
$791K +$136K +2,318 +22%
SWA
652
Strategies Wealth Advisors
Michigan
$788K +$704K +12,000 New
WCM
653
Washington Capital Management
Washington
$786K +$549K +9,350 +267%
CIS
654
Custom Index Systems
New York
$781K +$24.9K +424 +3%
HWAM
655
Hennion & Walsh Asset Management
New Jersey
$777K -$124K -2,117 -14%
SIA
656
SGL Investment Advisors
Montana
$770K +$645 +11 +0.1%
AG
657
AIA Group
Hong Kong
$764K -$17.5K -299 -2%
RWP
658
RWA Wealth Partners
Massachusetts
$755K +$724K +12,343 New
Bessemer Group
659
Bessemer Group
New Jersey
$754K -$1.76K -30 -0.2%
MAS
660
Meeder Advisory Services
Ohio
$751K +$131K +2,227 +22%
NSIM
661
North Star Investment Management
Illinois
$751K +$49.8K +849 +7%
BRWA
662
B. Riley Wealth Advisors
Florida
$750K +$14.1K +240 +2%
CFG
663
Citizens Financial Group
Rhode Island
$745K +$54.9K +936 +8%
BFG
664
Bleakley Financial Group
New Jersey
$735K +$17.5K +298 +3%
CAM
665
Cidel Asset Management
Ontario, Canada
$734K -$16.4K -279 -2%
CA
666
Clune & Associates
Illinois
$733K +$703K +11,987 New
MFG
667
Merit Financial Group
Georgia
$733K +$157K +2,669 +29%
SPA
668
Sherbrooke Park Advisers
New York
$730K +$700K +11,933 New
KRSITF
669
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$728K -$72.3K -1,232 -6%
HWM
670
HB Wealth Management
Georgia
$718K +$53.9K +919 +8%
FAM
671
Formidable Asset Management
Ohio
$715K +$221K +3,771 +48%
RL
672
Retireful LLC
Michigan
$708K +$679K +11,575 New
BA
673
Bristlecone Advisors
Washington
$704K
WAM
674
Weiss Asset Management
Massachusetts
$703K +$277K +4,728 +70%
AA
675
ALPS Advisors
Colorado
$699K -$2.23K -38 -0.3%