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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
776
Frank Rimerman Advisors
California
$329K +$4.06K +49 +2%
CA
777
CoreCap Advisors
Michigan
$326K +$218K +2,632 +408%
FAM
778
Formidable Asset Management
Ohio
$325K -$46.5K -561 -15%
NIMI
779
Natixis Investment Managers International
France
$324K +$32.9K +397 +14%
HI
780
Hudock Inc
Pennsylvania
$322K +$5.06K +61 +2%
ISL
781
Ingalls & Snyder LLC
New York
$317K +$264K +3,185 New
KCFA
782
Key Client Fiduciary Advisors
New Jersey
$316K +$264K +3,179 New
SW
783
SkyOak Wealth
Michigan
$315K +$262K +3,165 New
FFN
784
Focus Financial Network
Minnesota
$314K +$261K +3,154 New
CFA
785
Cahill Financial Advisors
Minnesota
$314K -$80.6K -972 -24%
FPAS
786
Focus Partners Advisor Solutions
Missouri
$311K +$259K +3,129 New
IWP
787
Insight Wealth Partners
Texas
$307K +$25.7K +310 +11%
AFG
788
Atomi Financial Group
New York
$305K -$35.2K -425 -12%
HFW
789
Horizon Family Wealth
Illinois
$305K +$254K +3,063 New
FB
790
Fulton Bank
Pennsylvania
$304K +$253K +3,051 New
PS
791
Principal Securities
Iowa
$298K +$141K +1,697 +131%
KFA
792
Krane Funds Advisors
New York
$295K +$246K +2,965 New
CGH
793
Crossmark Global Holdings
Texas
$293K +$12.9K +156 +6%
HCM
794
Howard Capital Management
Georgia
$290K +$241K +2,913 New
MGIA
795
Moneta Group Investment Advisors
Missouri
$290K +$241K +2,912 New
BTI
796
Blue Trust Inc
Georgia
$289K +$216K +2,611 +360%
MLL
797
Moody Lynn & Lieberson
Massachusetts
$288K +$240K +2,894 New
DC
798
Davenport & Co
Virginia
$287K -$4.81K -58 -2%
OL
799
Optas LLC
Texas
$285K +$6.88K +83 +3%
CW
800
CreativeOne Wealth
Kansas
$281K -$169K -2,033 -42%