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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
501
Hartline Investment Corp
Illinois
$705K
RWP
502
RWA Wealth Partners
Massachusetts
$703K +$110K +525 +20%
CG
503
Caprock Group
Idaho
$701K +$11.8K +56 +2%
CAM
504
Cubic Asset Management
Massachusetts
$700K
BONST
505
Bank of Nova Scotia Trust
Ontario, Canada
$699K -$4.62K -22 -0.7%
Carson Wealth (CWM LLC)
506
Carson Wealth (CWM LLC)
Nebraska
$696K +$30.2K +144 +5%
KRSITF
507
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$688K -$39.7K -189 -6%
RCA
508
Resonant Capital Advisors
Wisconsin
$686K -$39.9K -190 -6%
BRWA
509
B. Riley Wealth Advisors
Florida
$686K -$87K -414 -12%
NB
510
Norinchukin Bank
Japan
$684K -$95.8K -456 -13%
BTWM
511
Baker Tilly Wealth Management
Wisconsin
$665K -$840 -4 -0.1%
CWM
512
Connecticut Wealth Management
Connecticut
$664K +$614K +2,921 New
V
513
ViaWealth
Kansas
$662K
CIBC World Market
514
CIBC World Market
Ontario, Canada
$659K +$17.6K +84 +3%
QCM
515
Quantinno Capital Management
New York
$649K +$258K +1,228 +75%
RPCONE
516
Retirement Planning Company of New England
Rhode Island
$648K +$80K +381 +15%
EDRH
517
Edmond de Rothschild Holding
Switzerland
$648K
CPIA
518
Cornell Pochily Investment Advisors
New York
$643K
FPFS
519
First Personal Financial Services
North Carolina
$631K
GS
520
GTS Securities
Florida
$624K +$576K +2,744 New
CA
521
Clearstead Advisors
Ohio
$623K -$615K -2,930 -52%
NIMI
522
Natixis Investment Managers International
France
$623K -$3.15K -15 -0.5%
FHA
523
First Horizon Advisors
Tennessee
$621K -$1.47K -7 -0.3%
CCM
524
Coldstream Capital Management
Washington
$619K +$284K +1,353 +99%
MM
525
MQS Management
New York
$617K +$570K +2,714 New