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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
751
ABN AMRO Investment Solutions
$1.01M -$52.9K -974 -5%
BCCM
752
Bridge Creek Capital Management
Massachusetts
$1M -$8.15K -150 -0.8%
HSA
753
HBK Sorce Advisory
Pennsylvania
$1M -$21.1K -388 -2%
SWS
754
SYSTM Wealth Solutions
Illinois
$999K -$249K -4,586 -19%
FDCDDQ
755
Federation des caisses Desjardins du Quebec
Quebec, Canada
$989K +$610K +11,224 +144%
HAG
756
HighPoint Advisor Group
Illinois
$980K +$981K +18,051 New
APWM
757
Atlas Private Wealth Management
New York
$979K +$40.2K +739 +4%
CWA
758
Consilium Wealth Advisory
Texas
$979K -$335K -6,167 -25%
NBT
759
Northwest Bank & Trust
Iowa
$978K +$1.02M +18,802 New
TAM
760
Titleist Asset Management
Texas
$972K -$77.9K -1,433 -7%
ADL
761
Asset Dedication LLC
California
$970K -$5.49K -101 -0.5%
FFM
762
Forum Financial Management
Illinois
$967K -$43.4K -799 -4%
GIS
763
Grayhawk Investment Strategies
Alberta, Canada
$962K +$1M +18,490 New
WPC
764
Wedmont Private Capital
Pennsylvania
$955K +$121K +2,232 +13%
WP
765
WealthSource Partners
California
$954K +$10.4K +191 +1%
FCP
766
Fidelis Capital Partners
Florida
$953K +$67.5K +1,241 +7%
LHC
767
Little House Capital
Massachusetts
$949K +$13.6K +251 +1%
V
768
ViaWealth
Kansas
$948K +$5.33K +98 +0.5%
SAMC
769
Spectrum Asset Management (California)
California
$945K -$28.7K -528 -3%
MYIA
770
Mount Yale Investment Advisors
Colorado
$941K -$90.2K -1,659 -8%
MNBTD
771
Moody National Bank Trust Division
Texas
$940K -$884K -16,260 -47%
TPA
772
Trivium Point Advisory
Connecticut
$935K +$976K +17,960 New
NAM
773
NorthCrest Asset Manangement
Minnesota
$928K -$192K -3,539 -17%
LNC
774
Lincoln National Corp
Pennsylvania
$925K -$227K -4,169 -19%
BA
775
BCM Advisors
Louisiana
$923K -$3.04K -56 -0.3%