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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
701
Donaldson Capital Management
Indiana
$873K +$181K +2,191 +21%
KPWS
702
Kestra Private Wealth Services
Texas
$868K -$177K -2,142 -14%
MWM
703
Madison Wealth Management
Ohio
$865K +$1.16K +14 +0.1%
CP
704
Cumberland Partners
Ontario, Canada
$857K +$116K +1,398 +13%
LA
705
LVW Advisors
New York
$854K -$193K -2,329 -16%
BCA
706
Bray Capital Advisors
Florida
$853K
VF
707
Virtu Financial
New York
$851K -$3.7M -44,738 -78%
SI
708
Stephens Inc
Arkansas
$848K +$113K +1,363 +12%
AA
709
Altman Advisors
Illinois
$847K -$49.3K -596 -5%
RC
710
Roundview Capital
New Jersey
$847K +$145K +1,752 +17%
BBHC
711
Brown Brothers Harriman & Co
New York
$846K +$26.4K +320 +3%
IFG
712
Independent Financial Group
California
$839K -$2.74M -33,112 -73%
EFS
713
Essex Financial Services
Connecticut
$839K -$64K -774 -6%
YWP
714
YorkBridge Wealth Partners
New York
$821K +$24.8K +300 +3%
PCM
715
Prelude Capital Management
New York
$820K -$9.17M -110,895 -90%
CI
716
Capital International
California
$819K +$987K +11,940 New
WA
717
Wealth Alliance
New York
$808K +$391K +4,726 +67%
JCM
718
Jacobi Capital Management
Pennsylvania
$808K +$547K +6,622 +128%
BCM
719
Brookstone Capital Management
Illinois
$807K -$128K -1,549 -11%
NAMA
720
Nikko Asset Management Americas
New York
$799K +$106K +1,287 +12%
CB
721
Cadence Bank
Mississippi
$797K +$29.8K +361 +3%
WFI
722
West Family Investments
California
$788K +$275K +3,331 +41%
TPCW
723
TD Private Client Wealth
New York
$788K -$72.3K -875 -7%
AII
724
AGF Investments Inc
Ontario, Canada
$783K +$8.51K +103 +0.9%
DJSG
725
D.J. St. Germain
Massachusetts
$780K