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Name Holding Trade Value Shares
Change
Change in
Stake
DS
551
DRW Securities
Illinois
$965K +$485K +5,389 +117%
VV
552
Verity & Verity
South Carolina
$956K -$193K -2,142 -18%
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$950K -$101K -1,122 -10%
LFA
554
Legacy Financial Advisors
Kentucky
$950K +$54.2K +603 +7%
JAG
555
Journey Advisory Group
Kentucky
$938K -$198K -2,201 -19%
GM
556
GeoWealth Management
Illinois
$934K -$29.2K -325 -3%
AWMT
557
AAFMAA Wealth Management & Trust
North Carolina
$934K -$272K -3,028 -24%
BTI
558
Blue Trust Inc
Georgia
$929K +$754K +8,383 +712%
CBA
559
Coastal Bridge Advisors
Connecticut
$928K +$1.08K +12 +0.1%
DWM
560
Dakota Wealth Management
Florida
$917K +$546K +6,077 +181%
EWA
561
EverSource Wealth Advisors
Alabama
$914K -$2.34K -26 -0.3%
SI
562
Seeds Investor
New York
$904K +$23K +256 +3%
SBFM
563
S-Bank Fund Management
Finland
$884K -$19.7K -219 -2%
HFS
564
Hantz Financial Services
Michigan
$871K -$79.5K -884 -9%
HIA
565
Harbor Investment Advisory
Maryland
$870K -$16.9K -188 -2%
NP
566
Nilsine Partners
Colorado
$869K +$213K +2,365 +36%
IB
567
Intrust Bank
Kansas
$866K -$14.6K -162 -2%
CIBC Private Wealth Group
568
CIBC Private Wealth Group
Georgia
$854K +$69.9K +777 +10%
FPF
569
First Pacific Financial
Washington
$853K -$85.9K -955 -10%
VI
570
Vestcor Inc
New Brunswick, Canada
$852K – – –
TP
571
TritonPoint Partners
Maryland
$845K +$782K +8,698 New
BLC
572
Brown, Lisle/Cummings
Rhode Island
$843K +$47.2K +525 +6%
S
573
SignatureFD
Georgia
$841K +$55K +612 +8%
HCA
574
Harbor Capital Advisors
Illinois
$839K -$1.26K -14 -0.2%
CAL
575
Capital Analysts LLC
Pennsylvania
$837K +$6.75K +75 +0.9%