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Name Holding Trade Value Shares
Change
Change in
Stake
CNTOF
826
Canandaigua National Trust of Florida
New York
$767K +$16K +391 +2%
FB
827
Fulton Bank
Pennsylvania
$765K -$8.73K -213 -1%
NP
828
NorthRock Partners
Minnesota
$763K +$11.4K +277 +2%
PPW
829
Parcion Private Wealth
Washington
$762K +$28.3K +691 +4%
AC
830
AlphaCore Capital
California
$756K +$243K +5,939 +49%
PHS
831
Pekin Hardy Strauss
Illinois
$744K +$6.15K +150 +0.8%
EPIMS
832
Evelyn Partners Investment Management Services
$742K +$158K +3,850 +28%
IAA
833
Independent Advisor Alliance
North Carolina
$741K +$174K +4,256 +32%
ATPW
834
Ashton Thomas Private Wealth
Arizona
$731K -$1.33M -32,565 -65%
BCCM
835
Bridge Creek Capital Management
Massachusetts
$729K
ADL
836
Asset Dedication LLC
California
$725K +$574 +14 +0.1%
PCIA
837
Prime Capital Investment Advisors
Kansas
$725K +$95.8K +2,338 +16%
IBOK
838
Independence Bank of Kentucky
Kentucky
$724K -$223K -5,441 -24%
DG
839
DMC Group
Alabama
$724K -$120K -2,923 -14%
ACA
840
Aptus Capital Advisors
Alabama
$723K -$4.44M -108,302 -86%
FIA
841
Foundations Investment Advisors
Arizona
$721K +$340K +8,306 +93%
BFS
842
Bradley Foster & Sargent
Connecticut
$719K +$110K +2,695 +19%
HAG
843
HighPoint Advisor Group
Illinois
$716K +$102K +2,498 +14%
SLI
844
Sumitomo Life Insurance
Japan
$708K -$12.5K -305 -2%
AWS
845
Aspen Wealth Strategies
Colorado
$706K +$123 +3 +0%
NRS
846
Neville Rodie & Shaw
New York
$705K -$41K -1,000 -6%
FMP
847
Financial Management Professionals
Texas
$704K +$13.8K +336 +2%
CCM
848
Cutler Capital Management
Massachusetts
$704K +$326K +7,944 +89%
LSV Asset Management
849
LSV Asset Management
Illinois
$702K +$176K +4,300 +34%
SWP
850
Stratos Wealth Partners
Ohio
$687K -$66.5K -1,622 -9%