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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
976
Systematic Financial Management
New Jersey
$484K
DWM
977
Dakota Wealth Management
Florida
$482K +$46.5K +801 +11%
SIM
978
Sentry Investment Management
Wisconsin
$482K -$64.1K -1,106 -12%
AG
979
Ascent Group
Virginia
$482K +$96.9K +1,671 +22%
MTIC
980
Missouri Trust & Investment Company
Missouri
$475K
SVWAG
981
Sound View Wealth Advisors Group
Georgia
$475K -$22K -379 -4%
WJA
982
Willis Johnson & Associates
Texas
$471K -$6.9K -119 -1%
V
983
VeraBank
Texas
$471K
IFWM
984
Institute for Wealth Management
Colorado
$471K +$928 +16 +0.2%
PWPS
985
Pinnacle Wealth Planning Services
Ohio
$469K -$1.33K -23 -0.3%
SHFA
986
SS&H Financial Advisors
Michigan
$469K +$467K +8,051 New
WIS
987
Wright Investors Service
Connecticut
$469K +$466K +8,039 New
IAA
988
Independent Advisor Alliance
North Carolina
$468K +$12.1K +208 +3%
BCM
989
BlueCrest Capital Management
Jersey
$467K +$464K +8,005 New
BCM
990
Bornite Capital Management
New York
$466K -$29M -500,000 -98%
REMPR
991
Roof Eidam Maycock Peralta (REMP)
California
$466K
LCS
992
Levin Capital Strategies
New York
$464K
BCM
993
BTC Capital Management
Iowa
$462K -$17.3K -299 -4%
EML
994
Eos Management LP
New York
$461K
CIM
995
CIM Investment Management
Pennsylvania
$459K -$9.45K -163 -2%
CI
996
Conning Inc
Connecticut
$458K -$6.96K -120 -2%
SFPG
997
Stonebridge Financial Planning Group
Florida
$457K -$17.4K -300 -4%
CB
998
Cadence Bank
Mississippi
$455K -$29.8K -514 -6%
FIM
999
Freedom Investment Management
Connecticut
$455K -$381K -6,564 -46%
IAN
1000
Integrated Advisors Network
Texas
$454K -$11.5K -198 -2%