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Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
576
Long Run Wealth Advisors
New York
$2.11M +$165K +1,296 +7%
SWS
577
SYSTM Wealth Solutions
Illinois
$2.1M +$2.41M +18,956 New
Prudential plc
578
Prudential plc
United Kingdom
$2.09M -$1.99M -15,691 -45%
CB
579
Community Bank
New York
$2.09M +$15.7K +124 +0.7%
Advisor Partners II
580
Advisor Partners II
California
$2.08M +$312K +2,456 +15%
FM
581
Foster & Motley
Ohio
$2.07M -$316K -2,492 -12%
SteelPeak Wealth
582
SteelPeak Wealth
California
$2.07M -$26.9K -212 -1%
JC
583
Jacobs & Co
California
$2.07M +$122K +963 +5%
Norinchukin Bank
584
Norinchukin Bank
Japan
$2.07M -$3.33M -26,210 -58%
U.S. Capital Wealth Advisors
585
U.S. Capital Wealth Advisors
Texas
$2.06M +$286K +2,254 +14%
Carson Wealth (CWM LLC)
586
Carson Wealth (CWM LLC)
Nebraska
$2.06M -$87.5K -689 -4%
NC
587
NewSquare Capital
Pennsylvania
$2.06M +$146K +1,150 +6%
JB Capital
588
JB Capital
Connecticut
$2.06M +$2.36M +18,596 New
Great Valley Advisor Group
589
Great Valley Advisor Group
Delaware
$2.05M +$773K +6,089 +49%
JWM
590
JGP Wealth Management
Oregon
$2.04M +$524K +4,125 +29%
CS
591
Comerica Securities
Michigan
$2.04M +$514K +4,051 +28%
V
592
ViaWealth
Kansas
$2.03M +$2.33M +18,383 New
BEC
593
Blue Edge Capital
Virginia
$2.02M -$33K -260 -1%
PCA
594
Peddock Capital Advisors
Massachusetts
$2.01M -$18.3K -144 -0.8%
SAM
595
Smithbridge Asset Management
Pennsylvania
$2M -$27.4K -216 -1%
Procyon Advisors
596
Procyon Advisors
Connecticut
$2M +$24.5K +193 +1%
Lincoln National Corp
597
Lincoln National Corp
Pennsylvania
$1.98M -$47.1K -371 -2%
Evercore Wealth Management
598
Evercore Wealth Management
New York
$1.96M -$86.1K -678 -4%
CBTWT
599
Community Bank & Trust (Waco, Texas)
Texas
$1.95M +$62.3K +491 +4%
Pine Valley Investments
600
Pine Valley Investments
New Jersey
$1.95M +$696K +5,482 +45%