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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
801
HM Payson & Co
Maine
$647K +$2.62K +9 +0.4%
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$646K +$652K +2,236 New
FLPIM
803
F.L. Putnam Investment Management
Massachusetts
$644K +$179K +615 +38%
VWA
804
V Wealth Advisors
Kansas
$640K +$386K +1,323 +149%
FFC
805
First Financial Corp
Indiana
$638K -$2.33K -8 -0.4%
ACI
806
Alpha Cubed Investments
California
$638K +$644K +2,208 New
SC
807
SouthState Corp
Florida
$637K -$11.7K -40 -2%
CT
808
Chicago Trust
Illinois
$636K +$122K +419 +23%
RW
809
REDW Wealth
New Mexico
$635K
QCG
810
Quadrant Capital Group
Ohio
$634K +$98K +336 +18%
WANY
811
Wealthspire Advisors (New York)
New York
$633K -$1.46M -5,013 -70%
AC
812
Abbrea Capital
California
$633K
OL
813
Optas LLC
Texas
$628K -$10.8K -37 -2%
AWM
814
Aries Wealth Management
Maine
$620K +$4.96K +17 +0.8%
MCM
815
MAI Capital Management
Ohio
$619K +$41.7K +143 +7%
HI
816
Harbour Investments
Wisconsin
$616K -$27.7K -95 -4%
SFA
817
Sequoia Financial Advisors
Ohio
$615K +$6.71K +23 +1%
PAMP
818
Polar Asset Management Partners
Ontario, Canada
$609K +$614K +2,107 New
IHL
819
Investment House LLC
California
$608K +$43.7K +150 +8%
GA
820
GoalVest Advisory
New York
$606K +$611K +2,096 New
PCM
821
Parsons Capital Management
Rhode Island
$605K
SFSG
822
Sound Financial Strategies Group
Mississippi
$603K -$53.6K -184 -8%
CC
823
Chicago Capital
Illinois
$601K
LSAG
824
Lake Street Advisors Group
New Hampshire
$599K -$108K -370 -16%
EWM
825
Evercore Wealth Management
New York
$596K +$17.2K +59 +3%