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Name Holding Trade Value Shares
Change
Change in
Stake
EF
601
Empowered Funds
Pennsylvania
$636K +$117K +859 +22%
FWM
602
Forza Wealth Management
Florida
$636K
IAA
603
Independent Advisor Alliance
North Carolina
$630K +$16.3K +120 +3%
PFSC
604
Peoples Financial Services Corp
Pennsylvania
$624K -$37.4K -275 -6%
SAM
605
S.A. Mason
Michigan
$623K
TA
606
TFG Advisers
Michigan
$617K -$101K -745 -14%
RRA
607
Round Rock Advisors
Connecticut
$612K +$1.22K +9 +0.2%
AWM
608
Axxcess Wealth Management
California
$612K -$37K -272 -6%
TIM
609
Thompson Investment Management
Wisconsin
$610K -$156K -1,145 -20%
LC
610
Lincoln Capital
Nebraska
$609K
BB
611
Berkshire Bank
Massachusetts
$602K -$29.5K -217 -5%
JSW
612
Journey Strategic Wealth
New Jersey
$602K -$2.72K -20 -0.4%
SYBT
613
Stock Yards Bank & Trust
Kentucky
$601K -$13.6K -100 -2%
CL
614
Choreo LLC
Illinois
$600K +$387K +2,847 +167%
RBC
615
Romano Brothers & Co
Illinois
$600K
FAM
616
Fred Alger Management
New York
$600K
KF
617
KKM Financial
Illinois
$598K -$28.3K -208 -5%
NB
618
NBT Bank
New York
$597K -$15.6K -115 -3%
VA
619
Vident Advisory
Georgia
$593K -$338K -2,486 -36%
BC
620
Barrett & Company
Rhode Island
$589K +$408 +3 +0.1%
AIA
621
Angeles Investment Advisors
California
$587K
DWM
622
Dakota Wealth Management
Florida
$586K -$2.31K -17 -0.4%
S
623
SignatureFD
Georgia
$582K -$4.08K -30 -0.7%
SAM
624
Sompo Asset Management
Japan
$570K +$117K +860 +26%
BFG
625
Bleakley Financial Group
New Jersey
$558K +$9.39K +69 +2%