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Name Holding Trade Value Shares
Change
Change in
Stake
SS
1051
Simplicity Solutions
Minnesota
$784K +$90.8K +828 +11%
HWM
1052
HighMark Wealth Management
Minnesota
$783K
IIM
1053
InTrack Investment Management
Vermont
$781K +$27.6K +252 +3%
AC
1054
Addison Capital
Pennsylvania
$779K
PWA
1055
Physician Wealth Advisors
Utah
$779K
KA
1056
Kovack Advisors
Florida
$776K +$34.2K +312 +4%
AWM
1057
Aries Wealth Management
Maine
$775K -$22.8K -208 -3%
CSA
1058
Cottage Street Advisors
Massachusetts
$773K +$407K +3,707 +80%
WT
1059
Washington Trust
Rhode Island
$770K -$294K -2,677 -24%
CIP
1060
Convergence Investment Partners
Florida
$769K +$2.85K +26 +0.3%
KFGK
1061
Keystone Financial Group (Kentucky)
Kentucky
$767K +$133K +1,217 +17%
AIS
1062
American Investment Services
Massachusetts
$764K -$3.4K -31 -0.4%
XF
1063
XML Financial
Maryland
$763K +$530K +4,832 +141%
FCIM
1064
Fairview Capital Investment Management
California
$762K
NG
1065
Northstar Group
New York
$760K -$530K -4,830 -37%
FFWA
1066
FRG Family Wealth Advisors
Washington
$759K -$59K -538 -6%
KAM
1067
KEB Asset Management
Illinois
$759K +$7.46K +68 +0.8%
B
1068
Bellecapital
Switzerland
$758K +$412K +3,752 +84%
RA
1069
RFG Advisory
Alabama
$756K +$2.19K +20 +0.3%
GWSG
1070
GPS Wealth Strategies Group
Colorado
$756K +$23.5K +214 +3%
HVM
1071
Harvest Volatility Management
Connecticut
$756K +$43.4K +396 +5%
HIA
1072
Harbor Investment Advisory
Maryland
$753K -$45.5K -415 -5%
AIP
1073
Ameritas Investment Partners
Nebraska
$753K -$40.5K -369 -4%
BIM
1074
Bridges Investment Management
Nebraska
$745K -$67.6K -616 -7%
Federated Hermes
1075
Federated Hermes
Pennsylvania
$743K -$6.22M -56,738 -88%