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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
601
HighPoint Advisor Group
Illinois
$636K +$216K +1,590 +50%
EF
602
Empowered Funds
Pennsylvania
$636K +$117K +859 +22%
FWM
603
Forza Wealth Management
Florida
$636K – – –
IAA
604
Independent Advisor Alliance
North Carolina
$630K +$16.3K +120 +3%
PFSC
605
Peoples Financial Services Corp
Pennsylvania
$624K -$37.4K -275 -6%
SAM
606
S.A. Mason
Michigan
$623K – – –
TA
607
TFG Advisers
Michigan
$617K -$101K -745 -14%
RRA
608
Round Rock Advisors
Connecticut
$612K +$1.22K +9 +0.2%
AWM
609
Axxcess Wealth Management
California
$612K -$37K -272 -6%
TIM
610
Thompson Investment Management
Wisconsin
$610K -$156K -1,145 -20%
LC
611
Lincoln Capital
Nebraska
$609K – – –
BB
612
Berkshire Bank
Massachusetts
$602K -$29.5K -217 -5%
JSW
613
Journey Strategic Wealth
New Jersey
$602K -$2.72K -20 -0.4%
SYBT
614
Stock Yards Bank & Trust
Kentucky
$601K -$13.6K -100 -2%
CL
615
Choreo LLC
Illinois
$600K +$387K +2,847 +167%
RBC
616
Romano Brothers & Co
Illinois
$600K – – –
FAM
617
Fred Alger Management
New York
$600K – – –
KF
618
KKM Financial
Illinois
$598K -$28.3K -208 -5%
NB
619
NBT Bank
New York
$597K -$15.6K -115 -3%
VA
620
Vident Advisory
Georgia
$593K -$338K -2,486 -36%
BC
621
Barrett & Company
Rhode Island
$589K +$408 +3 +0.1%
AIA
622
Angeles Investment Advisors
California
$587K – – –
DWM
623
Dakota Wealth Management
Florida
$586K -$2.31K -17 -0.4%
S
624
SignatureFD
Georgia
$582K -$4.08K -30 -0.7%
SAM
625
Sompo Asset Management
Japan
$570K +$117K +860 +26%