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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
676
Citizens Financial Group
Rhode Island
$701K +$218K +3,250 +48%
DF
677
Donoghue Forlines
Massachusetts
$701K -$1.12M -16,770 -63%
MWM
678
Mission Wealth Management
California
$699K +$60.4K +901 +10%
TCG
679
Transcendent Capital Group
Oklahoma
$696K +$664K +9,914 New
IPW
680
Impact Partnership Wealth
Georgia
$695K +$147K +2,194 +28%
SF
681
Symphony Financial
Texas
$693K +$395K +5,898 +149%
DIP
682
Davis Investment Partners
North Carolina
$685K +$26.8K +400 +4%
Focus Partners Wealth
683
Focus Partners Wealth
Massachusetts
$683K +$652K +9,728 New
CT
684
Coastline Trust
Rhode Island
$680K
MA
685
Mutual Advisors
Nebraska
$675K -$33.8K -505 -5%
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$668K -$23.3K -347 -4%
QCIG
687
Quad-Cities Investment Group
Iowa
$666K +$2.15K +32 +0.3%
MSCM
688
McElhenny Sheffield Capital Management
Texas
$666K +$1.07K +16 +0.2%
TNA
689
True North Advisors
Texas
$664K +$634K +9,457 New
GT
690
Greenleaf Trust
Michigan
$657K +$43.3K +646 +7%
SIA
691
SeaBridge Investment Advisors
New Jersey
$656K -$21.8K -326 -3%
IAN
692
Integrated Advisors Network
Texas
$652K -$69.3K -1,034 -10%
CSC
693
Caldwell Sutter Capital
California
$649K +$29.2K +435 +5%
WT
694
Whittier Trust
California
$649K -$22K -328 -3%
GPA
695
Garrison Point Advisors
California
$645K
PS
696
Presima Securities
Quebec, Canada
$639K +$10.1K +150 +2%
FBT
697
First Bankers Trust
Kentucky
$639K
MW
698
Marcum Wealth
Ohio
$635K -$76.9K -1,148 -11%
SWM
699
Spire Wealth Management
Virginia
$635K -$207K -3,083 -25%
PMA
700
Prudent Man Advisors
Illinois
$631K +$602K +8,979 New