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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1051
Hummer Financial Advisory Services
Illinois
$784K – – –
Meridian Wealth Management
1052
Meridian Wealth Management
Kentucky
$784K +$857 +7 +0.1%
CI
1053
Cigna Investments
Connecticut
$783K -$7.83K -64 -1%
SB
1054
Strategic Blueprint
Georgia
$778K -$112K -918 -14%
GLA
1055
Good Life Advisors
Pennsylvania
$774K -$5.75K -47 -0.8%
GL
1056
Graypoint LLC
New York
$773K +$51.5K +421 +8%
SouthState Corp
1057
SouthState Corp
Florida
$772K -$45.8K -374 -6%
FAIM
1058
Financial Advocates Investment Management
Washington
$772K +$174K +1,421 +34%
IF
1059
Intrua Financial
Texas
$770K -$59.7K -488 -8%
IWA
1060
IVC Wealth Advisors
Pennsylvania
$768K -$14K -114 -2%
FZCM
1061
Flynn Zito Capital Management
New York
$767K +$2.2K +18 +0.3%
KCM
1062
Kathmere Capital Management
Pennsylvania
$766K +$31.2K +255 +5%
KCFA
1063
Key Client Fiduciary Advisors
New Jersey
$763K +$122 +1 +0%
PWAM
1064
Pinnacle West Asset Management
Wyoming
$763K +$50.2K +410 +8%
LCM
1065
LVM Capital Management
Michigan
$761K – – –
TVM
1066
True Vision MN
Minnesota
$761K +$67.6K +552 +11%
CFMC
1067
Curbstone Financial Management Corp
New Hampshire
$760K – – –
FFWA
1068
FRG Family Wealth Advisors
Washington
$759K – – –
NPFS
1069
Novak & Powell Financial Services
Florida
$758K +$1.71K +14 +0.3%
CTA
1070
Colonial Trust Advisors
South Carolina
$756K -$73.4K -600 -10%
WOC
1071
West Oak Capital
California
$756K -$6.73K -55 -1%
Howard Capital Management
1072
Howard Capital Management
Georgia
$756K +$677K +5,528 New
VCP
1073
Verus Capital Partners
Arizona
$754K -$26.1K -213 -4%
SFSG
1074
Sound Financial Strategies Group
Mississippi
$753K +$12.9K +105 +2%
SCM
1075
Stonebridge Capital Management
California
$752K – – –