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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1151
Cache Advisors
California
$818K – – –
HSA
1152
HBK Sorce Advisory
Pennsylvania
$813K +$58.3K +579 +8%
FCM
1153
Fortis Capital Management
Washington
$813K +$50.9K +505 +7%
CAWM
1154
Capital Advisors Wealth Management
Washington
$811K -$4.73K -47 -0.6%
SLI
1155
Sumitomo Life Insurance
Japan
$811K -$50.8K -504 -6%
PAM
1156
Panagora Asset Management
Massachusetts
$808K – – –
FFN
1157
Focus Financial Network
Minnesota
$805K -$19.2K -191 -2%
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$801K -$31.5K -313 -4%
BWA
1159
Basecamp Wealth Advisors
Washington
$797K +$22.2K +220 +3%
WETS
1160
Wealth Enhancement Trust Services
South Dakota
$796K -$221K -2,192 -22%
TYCC
1161
Texas Yale Capital Corp
Florida
$795K +$45.3K +450 +6%
TCBWMS
1162
Texas Capital Bank Wealth Management Services
Texas
$794K -$18.6K -185 -2%
FCP
1163
Fidelis Capital Partners
Florida
$792K -$51.6K -512 -6%
IMC Chicago
1164
IMC Chicago
Illinois
$791K +$779K +7,740 New
JCM
1165
Jag Capital Management
Missouri
$788K +$101 +1 +0%
PIA
1166
Perennial Investment Advisors
California
$785K -$20.4K -203 -3%
JRPIM
1167
Journey Retirement Planning & Investment Management
Idaho
$783K -$74.9K -744 -9%
BWM
1168
Bluebird Wealth Management
Massachusetts
$779K -$20.9K -208 -3%
TAM
1169
Titleist Asset Management
Texas
$777K -$253K -2,515 -25%
VCM
1170
Versant Capital Management
Arizona
$776K -$91.4K -908 -11%
WBC
1171
Westpac Banking Corp
Australia
$774K -$98K -973 -11%
BB
1172
Burford Brothers
Texas
$773K +$5.84K +58 +0.8%
SFG
1173
Synergy Financial Group
California
$771K -$9.06K -90 -1%
HIMS
1174
Hager Investment Management Services
New Hampshire
$771K +$699K +6,940 +1,151%
LPT
1175
Legacy Private Trust
Wisconsin
$770K +$379K +3,762 +100%