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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
801
HL Financial Services
Kentucky
$520K -$23K -312 -4%
SC
802
SRB Corp
Massachusetts
$520K +$293K +3,975 +139%
AW
803
Alpha Windward
Massachusetts
$515K +$12K +163 +2%
RIA
804
Regal Investment Advisors
Michigan
$513K -$262K -3,560 -35%
PCM
805
Prelude Capital Management
New York
$513K -$14.6K -199 -3%
MCWS
806
McKinley Carter Wealth Services
West Virginia
$512K +$64.3K +874 +15%
CA
807
Cambridge Advisors
Nebraska
$510K -$44.2K -600 -8%
PP
808
Patten & Patten
Tennessee
$506K
PCMC
809
Paragon Capital Management (Colorado)
Colorado
$503K -$12.5K -170 -3%
LWAC
810
Laurel Wealth Advisors (California)
California
$501K -$58.8K -799 -11%
AT
811
Arden Trust
Delaware
$500K -$5.52K -75 -1%
KWM
812
Kingsview Wealth Management
Oregon
$499K -$19.6K -266 -4%
CC
813
Courier Capital
New York
$497K +$11.2K +152 +2%
VCM
814
Virtue Capital Management
Tennessee
$496K -$255K -3,463 -35%
ACA
815
Atlas Capital Advisors
Wyoming
$495K +$472K +6,410 New
WB
816
Webster Bank
Connecticut
$495K
RWA
817
River Wealth Advisors
Pennsylvania
$493K -$51.2K -695 -10%
CIM
818
CIM Investment Management
Pennsylvania
$490K -$13.6K -185 -3%
CG
819
Caprock Group
Idaho
$489K -$185K -2,517 -28%
AC
820
Arjuna Capital
North Carolina
$489K
PTC
821
Private Trust Company
Ohio
$486K +$40.8K +555 +10%
DT
822
Diversified Trust
Tennessee
$485K
CF
823
Copperwynd Financial
Arizona
$484K +$1.69K +23 +0.4%
Coatue Management
824
Coatue Management
New York
$484K +$63.3K +860 +16%
Acadian Asset Management
825
Acadian Asset Management
Massachusetts
$483K -$368K -4,997 -44%