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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
951
Checchi Capital Advisers
California
$871K +$140K +880 +17%
SC
952
SouthState Corp
Florida
$869K -$38.4K -241 -4%
FIM
953
Fruth Investment Management
Texas
$869K -$15.9K -100 -2%
SF
954
Symphony Financial
Texas
$867K -$58K -364 -6%
ESB
955
Essex Savings Bank
Connecticut
$866K -$210K -1,316 -18%
SC
956
Sapient Capital
Indiana
$864K -$155K -972 -14%
CWA
957
Canvas Wealth Advisors
Kansas
$863K -$3.55M -22,281 -79%
HA
958
Herold Advisors
New York
$857K -$23.7K -149 -2%
GIA
959
Gladstone Institutional Advisory
Florida
$856K -$11.1K -70 -1%
EF
960
Exeter Financial
Arizona
$855K
BHBT
961
Burke & Herbert Bank & Trust
Virginia
$853K
CBT
962
Crews Bank & Trust
Florida
$850K -$6.05K -38 -0.6%
FIA
963
Foundations Investment Advisors
Arizona
$849K +$68.5K +430 +8%
TTWM
964
TCV Trust & Wealth Management
Virginia
$847K -$89.3K -561 -9%
SLWA
965
San Luis Wealth Advisors
California
$846K +$3.66K +23 +0.4%
SVWAG
966
Sound View Wealth Advisors Group
Georgia
$839K
KWA
967
Kingswood Wealth Advisors
California
$837K +$17.2K +108 +2%
EFG
968
Everhart Financial Group
Ohio
$836K +$141K +886 +18%
HIP
969
HUB Investment Partners
Texas
$836K +$4.14K +26 +0.5%
KF
970
Krilogy Financial
Missouri
$832K -$224K -1,407 -20%
MSS
971
Mitchell Sinkler & Starr
Pennsylvania
$831K
HFAS
972
Hummer Financial Advisory Services
Illinois
$829K +$20.9K +131 +2%
CWM
973
Cahaba Wealth Management
Georgia
$821K +$6.05K +38 +0.7%
FWM
974
Forza Wealth Management
Florida
$817K +$27.4K +172 +3%
LJAC
975
L.J. Altfest & Co
New York
$817K -$35.5K -223 -4%