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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
976
Phillips Wealth Planners
Mississippi
$210K +$930 +10 +0.5%
SFC
977
SYM Financial Corp
Indiana
$210K +$210K +2,262 New
PCH
978
PGIM Custom Harvest
New Jersey
$210K +$1.77K +19 +0.8%
ABC
979
Anchor Bay Capital
California
$209K +$231K +2,480 New
LCM
980
LCM Capital Management
Illinois
$209K +$5.67K +61 +3%
EFG
981
Ethos Financial Group
Pennsylvania
$209K +$209K +2,252 New
PE
982
PCM Encore
Colorado
$208K -$12.7K -137 -6%
MG
983
Marex Group
$205K +$206K +2,211 New
OL
984
Optas LLC
Texas
$205K +$206K +2,210 New
SFG
985
Sovereign Financial Group
Connecticut
$204K +$744 +8 +0.4%
TCOK
986
Trust Company of Kansas
Kansas
$204K – – –
RCM
987
RB Capital Management
Nevada
$204K +$93 +1 +0%
AOWM
988
Asset One Wealth Management
Washington
$204K -$8.84K -95 -4%
AF
989
Affiance Financial
Minnesota
$202K – – –
LIM
990
Leavell Investment Management
Alabama
$202K -$4.65K -50 -2%
SL
991
Sentinus LLC
Illinois
$202K +$202K +2,176 New
RCAG
992
Rehmann Capital Advisory Group
Michigan
$201K -$930 -10 -0.5%
BWP
993
BSW Wealth Partners
Colorado
$201K -$23.3K -250 -10%
HPC
994
HM Payson & Co
Maine
$199K – – –
SR
995
Swiss Re
Switzerland
$193K +$194K +2,081 New
OP
996
Oslo Pensjonsforsikring
$188K -$65K -699 -26%
HIIFS
997
Harel Insurance Investments & Financial Services
Israel
$184K +$110K +1,186 +149%
AF
998
Alerus Financial
North Dakota
$183K +$25.5K +274 +16%
AIM
999
Acropolis Investment Management
Missouri
$178K +$1.4K +15 +0.8%
MO
1000
McMillan Office
Michigan
$176K – – –