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Name Holding Trade Value Shares
Change
Change in
Stake
CCG
676
Chatham Capital Group
Georgia
$281K +$210 +1 +0.1%
TA
677
TFB Advisors
Kansas
$277K -$170K -809 -40%
FLAM
678
First Light Asset Management
Minnesota
$277K
SWS
679
SYSTM Wealth Solutions
Illinois
$276K -$60.7K -289 -19%
SIA
680
Strategic Investment Advisors
Michigan
$276K -$2.1K -10 -0.8%
CFG
681
Carr Financial Group
Massachusetts
$273K
FIA
682
Foundations Investment Advisors
Arizona
$272K +$255K +1,214 New
WA
683
Wealth Alliance
New York
$271K -$40.8K -194 -14%
FMI
684
F/M Investments
District of Columbia
$269K +$249K +1,184 New
ISL
685
Ingalls & Snyder LLC
New York
$269K
LFAS
686
Level Four Advisory Services
Texas
$268K +$4.62K +22 +2%
CP
687
Covenant Partners
Tennessee
$268K
TNB
688
Thomasville National Bank
Georgia
$266K +$16.2K +77 +7%
HAG
689
HighPoint Advisor Group
Illinois
$265K +$260K +1,239 New
TIA
690
Tiemann Investment Advisors
California
$264K -$1.26K -6 -0.5%
MHIC
691
Marble Harbor Investment Counsel
Massachusetts
$263K
QWP
692
Quotient Wealth Partners
Texas
$263K +$243K +1,156 New
MFG
693
Merit Financial Group
Georgia
$261K +$22.1K +105 +10%
IAS
694
Insigneo Advisory Services
Florida
$261K -$15.5K -74 -6%
MIM
695
Meixler Investment Management
Arizona
$260K -$24.2K -115 -9%
MIM
696
Morningstar Investment Management
Illinois
$260K +$241K +1,146 New
PFS
697
Prospera Financial Services
Texas
$258K -$17.2K -82 -7%
CAG
698
Crestwood Advisors Group
Massachusetts
$256K -$1.47K -7 -0.6%
Cohen & Steers
699
Cohen & Steers
New York
$254K
S
700
Sunpointe
Missouri
$252K +$233K +1,110 New