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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1101
JNBA Financial Advisors
Minnesota
$736K -$52.2K -355 -7%
PAS
1102
Point72 Asia (Singapore)
Singapore
$736K -$1.27M -8,642 -63%
RA
1103
Royce & Associates
New York
$734K -$882K -6,000 -55%
AMCA
1104
Arthur M. Cohen & Associates
Illinois
$734K
AWC
1105
Adamsbrown Wealth Consultants
Kansas
$731K +$5.14K +35 +0.7%
TSMHT
1106
Thurston Springer Miller Herd & Titak
Indiana
$727K +$32.6K +222 +5%
TWC
1107
TD Waterhouse Canada
Ontario, Canada
$726K +$117K +795 +19%
MSFS
1108
Main Street Financial Solutions
Pennsylvania
$720K -$84.2K -573 -10%
YIA
1109
YHB Investment Advisors
Connecticut
$719K -$5.88K -40 -0.8%
BFA
1110
Brendel Financial Advisors
New Hampshire
$718K
RFG
1111
Range Financial Group
Oregon
$717K -$14.3K -97 -2%
LWA
1112
Lifelong Wealth Advisors
Minnesota
$717K +$882 +6 +0.1%
BWP
1113
BlueStem Wealth Partners
Minnesota
$714K -$6.17K -42 -0.9%
P
1114
Pitcairn
Pennsylvania
$713K +$37.6K +256 +6%
SW
1115
Simplicity Wealth
New Jersey
$712K +$475K +3,234 +200%
EWM
1116
Empirical Wealth Management
Washington
$710K +$390K +2,653 +122%
BOH
1117
Bank of Hawaii
Hawaii
$708K
SCM
1118
Stonebridge Capital Management
California
$708K -$84.5K -575 -11%
RWPA
1119
Richard W. Paul & Associates
Michigan
$708K -$297K -2,021 -30%
CCWM
1120
Cassaday & Co Wealth Management
Virginia
$707K -$25.9K -176 -4%
FBT
1121
First Bankers Trust
Kentucky
$703K -$11.8K -80 -2%
FAM
1122
Formidable Asset Management
Ohio
$703K -$9.99K -68 -1%
CFO
1123
Callan Family Office
Pennsylvania
$702K -$93.9K -639 -12%
AFM
1124
Abbot Financial Management
Massachusetts
$701K
SWM
1125
Sendero Wealth Management
Texas
$701K +$8.52K +58 +1%