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Name Holding Trade Value Shares
Change
Change in
Stake
FI
876
Finivi Inc
Massachusetts
$362K +$25.1K +144 +7%
SAM
877
Smartleaf Asset Management
Massachusetts
$361K +$28.9K +166 +8%
JIP
878
Jaffetilchin Investment Partners
Florida
$358K -$45.1K -259 -11%
PCM
879
Palisade Capital Management
New Jersey
$358K +$105K +601 +40%
RA
880
RFG Advisory
Alabama
$355K +$5.23K +30 +1%
KJWM
881
Kiley Juergens Wealth Management
Washington
$355K +$365K +2,097 New
EAM
882
Empirical Asset Management
Massachusetts
$354K -$6.62K -38 -2%
TNA
883
True North Advisors
Texas
$354K -$11.7K -67 -3%
MHR
884
Matthew Hamilton Rosenberg
$354K +$13.9K +80 +4%
NW
885
NewEdge Wealth
Pennsylvania
$353K -$264K -1,515 -42%
TWA
886
TCI Wealth Advisors
Arizona
$353K – – –
SFS
887
Sowell Financial Services
Arkansas
$353K +$4.36K +25 +1%
MG
888
Mather Group
Illinois
$351K +$10.8K +62 +3%
LTAS
889
Linden Thomas Advisory Services
North Carolina
$350K -$8.19K -47 -2%
DIP
890
Davis Investment Partners
North Carolina
$349K +$174 +1 +0%
EWA
891
EverSource Wealth Advisors
Alabama
$349K +$54.7K +314 +18%
KIG
892
Kessler Investment Group
Indiana
$349K +$2.27K +13 +0.6%
SWM
893
Segment Wealth Management
Texas
$348K +$5.93K +34 +2%
MHIC
894
Marble Harbor Investment Counsel
Massachusetts
$347K – – –
HFS
895
Hantz Financial Services
Michigan
$346K +$77.7K +446 +28%
UPS
896
UHLMANN PRICE SECURITIES
Illinois
$346K +$16.4K +94 +5%
CA
897
Calton & Associates
Florida
$345K – – –
UF
898
Univest Financial
Pennsylvania
$344K – – –
NPT
899
National Philanthropic Trust
Pennsylvania
$344K – – –
FFA
900
Founders Financial Alliance
North Carolina
$344K +$72.3K +415 +26%