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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
976
Capital Investment Advisors
Georgia
$431K
PWP
977
Private Wealth Partners
California
$431K +$423K +5,850 New
GAG
978
GM Advisory Group
New York
$426K +$144K +1,985 +52%
YWP
979
YorkBridge Wealth Partners
New York
$425K -$15.9K -220 -4%
DCM
980
Dupont Capital Management
Delaware
$424K
LWCFA
981
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$424K +$50.6K +700 +14%
PFS
982
Prospera Financial Services
Texas
$420K +$399K +5,515 New
GLA
983
Good Life Advisors
Pennsylvania
$419K +$40.5K +560 +12%
LWAC
984
Laurel Wealth Advisors (California)
California
$416K +$409K +5,657 New
SS
985
Simplicity Solutions
Minnesota
$414K +$407K +5,632 New
AA
986
Apriem Advisors
California
$412K -$74.6K -1,032 -16%
HCM
987
Highlander Capital Management
New Jersey
$412K
CCM
988
Canal Capital Management
Virginia
$409K +$402K +5,555 New
AWA
989
ARS Wealth Advisors
Florida
$407K -$13.7K -190 -3%
HCM
990
Howland Capital Management
Massachusetts
$407K
FMLI
991
Fukoku Mutual Life Insurance
Japan
$405K -$1.23M -17,000 -76%
BDF
992
Balasa Dinverno & Foltz
$405K -$4.56K -63 -1%
BFC
993
Blue Fin Capital
Rhode Island
$405K +$398K +5,505 New
CA
994
Centerpoint Advisors
Massachusetts
$404K +$397K +5,491 New
FIM
995
Foresters Investment Management
New York
$403K -$115K -1,595 -23%
STA
996
Summit Trail Advisors
New York
$403K +$352K +4,868 New
QCG
997
Quadrant Capital Group
Ohio
$402K
SC
998
SouthState Corp
Florida
$402K +$124K +1,718 +46%
SIG
999
Sky Investment Group
Connecticut
$400K +$18.1K +250 +5%
CPA
1000
Clear Perspective Advisors
Illinois
$399K