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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
726
Advisors Capital Management
New Jersey
$443K -$26.5K -107 -6%
HI
727
Hudock Inc
Pennsylvania
$442K – – –
SAM
728
Simplify Asset Management
Nevada
$438K +$402K +1,623 New
IFWM
729
Institute for Wealth Management
Colorado
$437K – – –
CCP
730
Corient Capital Partners
California
$435K +$4.21K +17 +1%
RMC
731
Resources Management Corp
Connecticut
$434K -$11.9K -48 -3%
SW
732
SVB Wealth
Massachusetts
$434K +$60.4K +244 +18%
EGM
733
Engineers Gate Manager
New York
$429K -$474K -1,915 -55%
HSA
734
HBK Sorce Advisory
Pennsylvania
$427K – – –
NA
735
NewEdge Advisors
Louisiana
$424K +$162K +654 +71%
PA
736
PSI Advisors
Florida
$423K +$9.65K +39 +3%
BIM
737
Baldwin Investment Management
Pennsylvania
$419K -$28.7K -116 -7%
FB
738
Fulton Bank
Pennsylvania
$418K -$17.1K -69 -4%
FDCC
739
Foster Dykema Cabot & Co
Massachusetts
$415K – – –
GC
740
Globeflex Capital
California
$413K – – –
CFA
741
Carroll Financial Associates
North Carolina
$412K -$13.9K -56 -3%
AWM
742
Avior Wealth Management
Nebraska
$411K -$743 -3 -0.2%
PL
743
Pluribus Labs
California
$411K +$377K +1,524 New
PFS
744
Physicians Financial Services
North Carolina
$409K – – –
AIM
745
Allen Investment Management
New York
$408K – – –
RHBC
746
R.H. Bluestein & Co
Michigan
$408K – – –
ACM
747
Allred Capital Management
Texas
$405K -$743 -3 -0.2%
LWAC
748
Laurel Wealth Advisors (California)
California
$403K +$370K +1,493 New
CFG
749
Cooper Financial Group
California
$401K -$30.9K -125 -8%
FFM
750
Forum Financial Management
Illinois
$398K +$365K +1,474 New