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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
851
Cary Street Partners Investment Advisory
Virginia
$272K +$28.5K +201 +11%
APA
852
Astoria Portfolio Advisors
New York
$272K +$18.7K +132 +7%
MFG
853
Magnus Financial Group
New York
$272K +$8.21K +58 +3%
SAA
854
Southeast Asset Advisors
Georgia
$271K
PP
855
Patten & Patten
Tennessee
$271K -$1.42K -10 -0.5%
MMA
856
Mizuho Markets Americas
New York
$270K -$55.3K -391 -16%
GD
857
Grandfield & Dodd
New York
$269K
HAS
858
Horizon Advisory Services
New York
$267K -$4.95K -35 -2%
DAS
859
Dynamic Advisor Solutions
Arizona
$267K +$14K +99 +5%
FF
860
Francis Financial
$267K +$2.27K +16 +0.8%
SSW
861
Smith Shellnut Wilson
Mississippi
$267K -$60.4K -427 -18%
OTL
862
Oak Thistle LLC
New York
$266K +$278K +1,965 New
DT
863
Diversified Trust
Tennessee
$266K +$22.2K +157 +9%
CCFM
864
Clear Creek Financial Management
Washington
$266K +$9.2K +65 +3%
ILI
865
Invesco LLC (Illinois)
Illinois
$264K -$40.3K -285 -13%
WS
866
Wedbush Securities
California
$264K +$41.1K +290 +17%
MHR
867
Matthew Hamilton Rosenberg
$263K
VA
868
VestGen Advisors
Illinois
$263K +$275K +1,940 New
BRM
869
Boston Research & Management
Massachusetts
$262K
NWMG
870
Nicholson Wealth Management Group
South Carolina
$262K
AAS
871
Ameritas Advisory Services
Nebraska
$261K -$90.5K -639 -25%
RA
872
RFG Advisory
Alabama
$260K -$76.6K -541 -22%
LT
873
Legacy Trust
Michigan
$259K +$271K +1,911 New
FMWA
874
Forvis Mazars Wealth Advisors
Missouri
$259K -$20.1K -142 -7%
LOPW
875
Live Oak Private Wealth
North Carolina
$257K