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Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
1151
New Insight Wealth Advisors
California
$778K +$204K +1,639 +40%
UCB
1152
United Community Bank
South Carolina
$775K -$13K -105 -2%
HBCM
1153
Heron Bay Capital Management
Michigan
$769K -$124 -1 -0%
AO
1154
Advisor OS
Illinois
$767K -$60.7K -489 -8%
OWA
1155
Octavia Wealth Advisors
Ohio
$765K -$11.2K -90 -2%
CA
1156
Crumly & Associates
Illinois
$764K -$621 -5 -0.1%
VI
1157
Vestcor Inc
New Brunswick, Canada
$763K – – –
CQS
1158
Credential Qtrade Securities
$760K -$15K -121 -2%
SF
1159
Synovus Financial
Georgia
$760K +$47.7K +384 +7%
AIA
1160
Alera Investment Advisors
Illinois
$758K -$30.8K -248 -4%
IDA
1161
Intelligence Driven Advisers
California
$756K -$76.9K -619 -10%
CC
1162
Callan Capital
California
$751K -$346K -2,782 -34%
CG
1163
Clifford Group
Massachusetts
$749K +$18.4K +148 +3%
GIA
1164
GHP Investment Advisors
Colorado
$747K +$18K +145 +3%
JWCA
1165
J.W. Cole Advisors
Florida
$747K +$65.3K +526 +11%
AAM
1166
Auxier Asset Management
Oregon
$747K – – –
CFG
1167
Carr Financial Group
Massachusetts
$744K – – –
ACA
1168
Atlas Capital Advisors
Wyoming
$742K +$79.2K +638 +13%
ST
1169
Smithfield Trust
Pennsylvania
$739K +$19.9K +160 +3%
VCMGDR
1170
Vinland Capital Management Gestora de Recursos
Brazil
$735K +$671K +5,400 New
CMG
1171
Cavalry Management Group
California
$735K +$671K +5,399 New
SAW
1172
Signal Advisors Wealth
Michigan
$731K -$60.2K -485 -8%
Chevy Chase Trust
1173
Chevy Chase Trust
Maryland
$727K +$345K +2,778 +108%
CFB
1174
Cullen/Frost Bankers
Texas
$719K +$16K +129 +3%
VF
1175
Vest Financial
Virginia
$717K +$655K +5,271 New