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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
751
EverSource Wealth Advisors
Alabama
$857K +$99.5K +155 +16%
CAMG
752
CWA Asset Management Group
Florida
$850K +$34.7K +54 +5%
FCBT
753
First Citizens Bank & Trust
North Carolina
$826K +$50.1K +78 +8%
PWPS
754
Pinnacle Wealth Planning Services
Ohio
$826K +$51.3K +80 +8%
Fifth Third Bancorp
755
Fifth Third Bancorp
Ohio
$823K +$494K +770 +255%
MC
756
Maverick Capital
Texas
$819K +$685K +1,067 New
CIAM
757
Caitong International Asset Management
Hong Kong
$796K -$816K -1,272 -55%
MFIM
758
Mesirow Financial Investment Management
Illinois
$787K -$226K -352 -26%
CP
759
Covenant Partners
Tennessee
$787K
SAG
760
SageView Advisory Group
California
$780K +$166K +258 +30%
IP
761
Intellectus Partners
California
$780K -$30.2K -47 -4%
NWAG
762
Net Worth Advisory Group
Utah
$775K -$213K -332 -25%
CWM
763
Cordatus Wealth Management
Pennsylvania
$774K -$14.8K -23 -2%
CA
764
CoreCap Advisors
Michigan
$773K +$418K +651 +182%
SSWM
765
Sheets Smith Wealth Management
North Carolina
$773K +$647K +1,008 New
AWA
766
Aaron Wealth Advisors
Illinois
$770K +$53.9K +84 +9%
CI
767
Corient IA
Florida
$767K
CWMG
768
Compass Wealth Management (Georgia)
Georgia
$767K +$642K +1,000 New
MYLI
769
Meiji Yasuda Life Insurance
Japan
$764K +$639K +995 New
SIC
770
Samalin Investment Counsel
New York
$753K -$565K -880 -47%
AS
771
Altshuler Shaham
Israel
$748K +$1.28K +2 +0.2%
RCA
772
Roberts Capital Advisors
Colorado
$747K
MSWM
773
McGlone Suttner Wealth Management
Wisconsin
$745K +$3.85K +6 +0.6%
SWA
774
Strategies Wealth Advisors
Michigan
$744K +$622K +969 New
PWS
775
Precision Wealth Strategies
Missouri
$741K -$69.3K -108 -10%