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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
701
HBK Sorce Advisory
Pennsylvania
$3.92M +$217K +8,788 +6%
FPAS
702
Focus Partners Advisor Solutions
Missouri
$3.92M +$161K +6,526 +4%
PCM
703
Parsons Capital Management
Rhode Island
$3.91M +$11.7K +476 +0.3%
MSA
704
MUFG Securities Americas
New York
$3.91M +$674K +27,314 +22%
NIWA
705
New Insight Wealth Advisors
California
$3.9M -$362K -14,671 -9%
JGUA
706
John G. Ullman & Associates
New York
$3.89M +$46.8K +1,895 +1%
CAM
707
Close Asset Management
United Kingdom
$3.88M -$895K -36,259 -19%
PF
708
Phoenix Financial
Israel
$3.88M +$1.87M +75,569 +99%
FBT
709
First Bank & Trust
South Dakota
$3.86M +$1.98M +80,401 +113%
HCM
710
Howard Capital Management
Georgia
$3.86M +$76.9K +3,115 +2%
VWA
711
Visionary Wealth Advisors
Illinois
$3.83M -$1.11M -45,147 -23%
PWM
712
Perigon Wealth Management
California
$3.83M +$684K +27,728 +23%
PVI
713
Pine Valley Investments
New Jersey
$3.83M +$62.1K +2,518 +2%
ITC
714
Inspire Trust Company
Nevada
$3.82M +$494K +20,000 +15%
KF
715
KKM Financial
Illinois
$3.82M +$829K +33,601 +29%
KRSITF
716
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.81M -$117K -4,736 -3%
HAG
717
HF Advisory Group
Maryland
$3.81M +$280K +11,352 +8%
FTWA
718
Fifth Third Wealth Advisors
Ohio
$3.79M +$91.2K +3,696 +3%
SB
719
Simmons Bank
Arkansas
$3.78M -$149K -6,025 -4%
CCM
720
Coldstream Capital Management
Washington
$3.77M +$777K +31,497 +27%
CTA
721
Chesley Taft & Associates
Illinois
$3.76M -$10.9K -443 -0.3%
WAOTB
722
Wealth Advisors of Tampa Bay
Florida
$3.76M +$164K +6,630 +5%
CAIM
723
Catherine Avery Investment Management
Florida
$3.75M +$727K +29,439 +25%
CWP
724
Cyndeo Wealth Partners
Florida
$3.74M +$7.01K +284 +0.2%
SIAG
725
Signet Investment Advisory Group
Rhode Island
$3.74M +$285K +11,567 +9%