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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1101
Atomi Financial Group
New York
$987K +$980K +51,274 New
ADL
1102
Asset Dedication LLC
California
$979K +$247K +12,946 +34%
BST
1103
Bath Savings Trust
Maine
$977K +$1.63K +85 +0.2%
TCBWMS
1104
Texas Capital Bank Wealth Management Services
Texas
$977K +$592 +31 +0.1%
MA
1105
MONECO Advisors
Connecticut
$975K -$22.2K -1,163 -2%
MCA
1106
MSH Capital Advisors
Arizona
$975K +$19.2K +1,003 +2%
CBNLCF
1107
Cognios Beta Neutral Large Cap Fund
Kansas
$973K +$25.3K +1,324 +3%
TSS
1108
Two Sigma Securities
New York
$972K +$14.8K +777 +2%
FBC
1109
Fairfield, Bush & Co
Connecticut
$971K +$470K +24,608 +95%
SIM
1110
Sentry Investment Management
Wisconsin
$969K +$238K +12,433 +33%
NW
1111
NewEdge Wealth
Pennsylvania
$968K +$120K +6,261 +14%
AG
1112
AIA Group
Hong Kong
$967K -$1.1M -57,504 -53%
MSFP
1113
Mark Sheptoff Financial Planning
Connecticut
$966K +$8.39K +439 +0.9%
VCM
1114
Virtue Capital Management
Tennessee
$965K +$177K +9,286 +20%
LWM
1115
Laidlaw Wealth Management
New York
$965K -$45.4K -2,377 -5%
HCM
1116
Highview Capital Management
Illinois
$964K +$705K +36,864 +279%
VWA
1117
Visionary Wealth Advisors
Illinois
$959K +$14.7K +768 +2%
TMWM
1118
Taylor & Morgan Wealth Management
Michigan
$956K -$147K -7,709 -13%
OIA
1119
Optimum Investment Advisors
Illinois
$955K -$179K -9,344 -16%
SSB
1120
Sandy Spring Bank
Maryland
$953K -$77.6K -4,062 -8%
HCM
1121
Highlander Capital Management
New Jersey
$952K -$6.36K -333 -0.7%
HI
1122
Humankind Investments
New York
$947K -$17.2K -901 -2%
EF
1123
Empowered Funds
Pennsylvania
$947K +$940K +49,169 New
VF
1124
Virtu Financial
New York
$946K -$1.45M -76,078 -61%
HCP
1125
Hexagon Capital Partners
Arkansas
$945K +$48.8K +2,555 +5%