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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1051
Fi3 Financial Advisors
Indiana
$381K +$64.6K +854 New
PCP
1052
Proficio Capital Partners
Massachusetts
$380K +$344K +4,545 New
CI
1053
Cigna Investments
Connecticut
$378K
CAG
1054
Crestwood Advisors Group
Massachusetts
$378K +$342K +4,518 New
AW
1055
Avion Wealth
Texas
$376K -$41.3K -546 -11%
SFG
1056
SevenBridge Financial Group
Pennsylvania
$374K -$5.68K -75 -2%
RCM
1057
Raleigh Capital Management
North Carolina
$369K +$10.1K +134 +3%
CYG
1058
Clean Yield Group
Vermont
$369K -$9.46K -125 -3%
LC
1059
Landaas & Company
Wisconsin
$368K +$334K +4,407 New
DAC
1060
Dutch Asset Corp
New York
$368K +$333K +4,400 New
IC
1061
Inscription Capital
Texas
$367K +$89.9K +1,187 +37%
SCM
1062
Stevens Capital Management
Pennsylvania
$367K +$908 +12 +0.3%
BWM
1063
BankPlus Wealth Management
Mississippi
$366K +$10.1K +134 +3%
CMP
1064
Coston McIsaac & Partners
Maine
$364K -$454 -6 -0.1%
BMA
1065
Brooks Moore & Associates
Tennessee
$364K +$329K +4,352 New
UPS
1066
UHLMANN PRICE SECURITIES
Illinois
$364K +$44.7K +590 +16%
MSCM
1067
McElhenny Sheffield Capital Management
Texas
$364K -$2.42K -32 -0.7%
E
1068
Evansbrook
Illinois
$362K -$266K -3,517 -45%
TCM
1069
Traub Capital Management
Massachusetts
$361K +$30.3K +400 +10%
RFO
1070
RiverGlades Family Offices
Florida
$359K
SPFA
1071
Summit Place Financial Advisors
New Jersey
$359K
FRA
1072
Frank Rimerman Advisors
California
$358K +$11.4K +150 +4%
CIAS
1073
Capital Investment Advisory Services
North Carolina
$358K -$24.7K -326 -7%
MIM
1074
Morningstar Investment Management
Illinois
$358K
HVIA
1075
Hudson Valley Investment Advisors
New York
$356K -$8.78K -116 -3%