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Name Holding Trade Value Shares
Change
Change in
Stake
VI
226
Vestcor Inc
New Brunswick, Canada
$1.09M +$1.07M +21,101 New
WLG
227
Williamson Legacy Group
Indiana
$1.06M +$228K +4,495 +28%
CWM
228
C2C Wealth Management
Arizona
$1.05M +$15.2K +300 +1%
HIP
229
HUB Investment Partners
Texas
$1.04M -$186K -3,661 -15%
SCA
230
Snowden Capital Advisors
New York
$1.04M +$122K +2,393 +14%
SA
231
Sanctuary Advisors
Indiana
$1.02M +$146K +2,865 +17%
MA
232
Modus Advisors
Minnesota
$1.01M
BBHC
233
Brown Brothers Harriman & Co
New York
$1.01M -$161K -3,176 -14%
CAM
234
Creekmur Asset Management
Illinois
$1.01M +$302K +5,943 +44%
MC
235
Moors & Cabot
Massachusetts
$987K -$25.4K -500 -3%
GC
236
Guggenheim Capital
Illinois
$986K +$49.4K +972 +5%
CIS
237
Custom Index Systems
New York
$985K -$124K -2,439 -11%
MFG
238
Merit Financial Group
Georgia
$970K +$957K +18,822 New
BAM
239
Belpointe Asset Management
Nevada
$965K +$1.93K +38 +0.2%
CG
240
CFO4Life Group
Texas
$963K -$25.2K -496 -3%
SFC
241
Strategic Financial Concepts
Texas
$963K +$2.64K +52 +0.3%
VF
242
Virtu Financial
New York
$962K -$146K -2,864 -13%
PPW
243
Pasadena Private Wealth
California
$946K +$4.73K +93 +0.5%
Bank of New York Mellon
244
Bank of New York Mellon
New York
$928K +$24.6K +485 +3%
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$924K +$206K +4,045 +29%
LFAS
246
Level Four Advisory Services
Texas
$918K +$569K +11,204 +170%
WCA
247
Westover Capital Advisors
Delaware
$917K
SC
248
Searle & Co
Connecticut
$896K
SA
249
SL Advisors
New Jersey
$895K
NG
250
Novem Group
New York
$884K +$7.93K +156 +0.9%