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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1501
Twin Capital Management
Pennsylvania
$599K +$694K +5,865 New
SIG
1502
Sargent Investment Group
Maryland
$595K
C
1503
Certuity
Florida
$593K -$117K -986 -15%
BOS
1504
Bank of Stockton
California
$593K -$67.4K -570 -9%
SFP
1505
Sweet Financial Partners
Minnesota
$592K +$265K +2,242 +63%
DC
1506
DeDora Capital
California
$591K -$126K -1,064 -16%
UAS
1507
United Asset Strategies
New York
$583K +$62.8K +531 +10%
EFS
1508
Essex Financial Services
Connecticut
$580K +$15.4K +130 +2%
LAIC
1509
Lederer & Associates Investment Counsel
California
$580K +$28.3K +239 +4%
FPAS
1510
Focus Partners Advisor Solutions
Missouri
$580K +$180K +1,520 +37%
TFS
1511
Thoroughbred Financial Services
Tennessee
$579K +$40.8K +345 +6%
LW
1512
Linscomb Wealth
Texas
$577K -$38.6K -326 -5%
TCA
1513
Transcend Capital Advisors
New Jersey
$577K +$28.5K +241 +4%
SSG
1514
Summit Securities Group
New York
$576K +$667K +5,636 New
BHB
1515
Bank Hapoalim BM
Israel
$575K -$238K -2,014 -26%
AL
1516
Aspiriant LLC
California
$573K +$1.18K +10 +0.2%
ZIG
1517
Zullo Investment Group
Pennsylvania
$573K +$3.43K +29 +0.5%
HL
1518
HeadInvest LLC
Maine
$571K +$6.03K +51 +0.9%
NAMP
1519
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$562K -$23.7K -200 -4%
WMG
1520
WESCAP Management Group
California
$561K
MA
1521
MCF Advisors
Kentucky
$561K +$31.2K +264 +5%
SFG
1522
Synergy Financial Group
California
$561K +$36.7K +310 +6%
FBFS
1523
First Business Financial Services
Wisconsin
$558K -$26.6K -225 -4%
Rafferty Asset Management
1524
Rafferty Asset Management
New York
$557K -$640K -5,414 -50%
OR
1525
Olympiad Research
Connecticut
$557K -$81.5K -689 -11%