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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
626
Jones Financial Companies
Missouri
$482K +$51.1K +412 +11%
CF
627
Centaurus Financial
California
$478K – – –
PCA
628
Pallas Capital Advisors
Massachusetts
$473K +$991 +8 +0.2%
LWCFA
629
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$471K +$94.4K +762 +22%
TCM
630
Telos Capital Management
California
$467K -$12K -97 -2%
STA
631
Smith Thornton Advisors
Alabama
$462K +$14.3K +115 +3%
PF
632
Phoenix Financial
Israel
$451K +$466K +3,758 New
PGAM
633
Princeton Global Asset Management
New Jersey
$445K -$193K -1,558 -30%
BTW
634
Boston Trust Walden
Massachusetts
$444K +$37.2K +300 +9%
MWM
635
Modern Wealth Management
Kansas
$442K +$459K +3,702 New
SI
636
Sava Infond
Slovenia
$442K +$285K +2,300 +164%
FAM
637
Fred Alger Management
New York
$439K +$455K +3,671 New
CL
638
Choreo LLC
Illinois
$436K -$25.3K -204 -5%
SAM
639
Strategy Asset Managers
California
$430K +$36.3K +293 +9%
PA
640
Procyon Advisors
Connecticut
$430K +$51.6K +416 +13%
CCFM
641
Clear Creek Financial Management
Washington
$430K +$159K +1,282 +55%
VA
642
VestGen Advisors
Illinois
$429K +$446K +3,595 New
PWMAG
643
Pinnacle Wealth Management Advisory Group
New Jersey
$429K +$27K +218 +6%
MCM
644
McRae Capital Management
New Jersey
$427K – – –
JCM
645
Jacobi Capital Management
Pennsylvania
$427K +$5.45K +44 +1%
RWP
646
RWA Wealth Partners
Massachusetts
$424K -$13.9K -112 -3%
HCMG
647
Howard Capital Management Group
California
$417K -$30.7K -248 -7%
HI
648
Horizon Investments
North Carolina
$416K +$20.3K +164 +5%
HWA
649
Heartwood Wealth Advisors
Virginia
$416K – – –
CP
650
Canopy Partners
Ohio
$416K +$2.35K +19 +0.5%