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Name Holding Trade Value Shares
Change
Change in
Stake
ABTD
3126
Arvest Bank Trust Division
Oklahoma
$804K +$723K +1,405 New
SCA
3127
Sassicaia Capital Advisers
New York
$801K -$566K -1,100 -44%
CCA
3128
Cora Capital Advisors
New Jersey
$800K -$5.66K -11 -0.8%
TA
3129
TFG Advisers
Michigan
$800K +$28.8K +56 +4%
WI
3130
WBI Investments
New Jersey
$800K -$1.07M -2,077 -60%
AIA
3131
Accelerate Investment Advisors
California
$798K +$718K +1,395 New
DWA
3132
Dougherty Wealth Advisers
Minnesota
$798K – – –
TWA
3133
Tandem Wealth Advisors
Arizona
$798K +$286K +556 +66%
EWS
3134
Evergreen Wealth Solutions
Pennsylvania
$798K -$79.8K -155 -10%
SFS
3135
Symphony Financial Services
Ohio
$797K +$139K +270 +19%
CA
3136
Centerpoint Advisors
Massachusetts
$797K +$10.3K +20 +1%
CAIMH
3137
Central Asset Investments & Management Holdings
Hong Kong
$796K -$979K -1,903 -58%
TCG
3138
Transcendent Capital Group
Oklahoma
$795K -$136K -265 -16%
HB
3139
HTLF Bank
Colorado
$795K -$22.1K -43 -3%
Northeast Financial Consultants
3140
Northeast Financial Consultants
Connecticut
$795K +$41.7K +81 +6%
WFM
3141
Wolff Financial Management
Michigan
$794K – – –
SFC
3142
Sprinkle Financial Consultants
Colorado
$793K +$515 +1 +0.1%
VCAM
3143
Van Cleef Asset Management
Ohio
$793K +$713K +1,385 New
PHIC
3144
Pine Haven Investment Counsel
Massachusetts
$793K -$12.9K -25 -2%
LNB
3145
Ledyard National Bank
$792K +$99.8K +194 +16%
SC
3146
Seldon Capital
California
$791K – – –
BBW
3147
Blue Barn Wealth
Utah
$791K +$14.9K +29 +2%
SIS
3148
Strategic Investment Solutions
Illinois
$790K +$123K +239 +21%
PAWA
3149
Palo Alto Wealth Advisors
California
$790K +$83.4K +162 +13%
SW
3150
SMART Wealth
Nebraska
$787K +$247K +480 +54%