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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
551
SOL Capital Management
Maryland
$981K
PFS
552
Prospera Financial Services
Texas
$970K -$6.07K -41 -0.6%
AG
553
Ascent Group
Virginia
$970K +$231K +1,559 +32%
IBOK
554
Independence Bank of Kentucky
Kentucky
$958K -$3.7K -25 -0.4%
PJSIMP
555
P.J. Schmidt Investment Management (PJS)
Wisconsin
$957K
ATC
556
Argent Trust Co
Tennessee
$953K -$58.7K -396 -6%
FTWA
557
Fifth Third Wealth Advisors
Ohio
$950K -$37.3K -252 -4%
GI
558
GAMMA Investing
California
$943K -$87.2K -589 -9%
NAS
559
Nicolet Advisory Services
Wisconsin
$941K +$389K +2,625 +78%
KLI
560
Kelman-Lazarov Inc
Tennessee
$938K +$296 +2 +0%
PFBT
561
Parkside Financial Bank & Trust
Missouri
$935K +$11K +74 +1%
CBA
562
Coastal Bridge Advisors
Connecticut
$928K -$28.7K -194 -3%
CPCPP
563
Canada Post Corporation Pension Plan
Canada
$920K +$218K +1,470 +32%
UAM
564
Unifi Asset Management
New York
$915K +$896K +6,048 New
AWM
565
Apollon Wealth Management
South Carolina
$913K +$39.3K +265 +5%
SSWM
566
Smith Salley Wealth Management
North Carolina
$910K
GWCM
567
Godshalk Welsh Capital Management
Pennsylvania
$901K -$77.8K -525 -8%
LIM
568
Leavell Investment Management
Alabama
$899K -$148 -1 -0%
MLL
569
Moody Lynn & Lieberson
Massachusetts
$896K +$148 +1 +0%
FNBOO
570
First National Bank of Omaha
Nebraska
$892K +$271K +1,828 +45%
JHCP
571
Jackson Hole Capital Partners
Oklahoma
$891K
CIS
572
Connors Investor Services
Pennsylvania
$877K
DEA
573
DoubleLine ETF Adviser
Florida
$868K +$850K +5,740 New
WANY
574
Wealthspire Advisors (New York)
New York
$867K -$631K -4,257 -43%
PCM
575
Parsons Capital Management
Rhode Island
$859K