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Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
Win Advisors
Florida
$854K +$782K +5,430 New
CWM
577
Circle Wealth Management
New Jersey
$845K
COCM
578
Charter Oak Capital Management
New Hampshire
$837K -$1.73K -12 -0.2%
IBOK
579
Independence Bank of Kentucky
Kentucky
$835K -$8.5K -59 -1%
LAM
580
LECAP Asset Management
United Kingdom
$831K +$761K +5,281 New
FPAS
581
Focus Partners Advisor Solutions
Missouri
$830K +$139K +964 +22%
BB
582
Busey Bank
Illinois
$830K +$759K +5,272 New
Wellington Management Group
583
Wellington Management Group
Massachusetts
$826K +$379K +2,632 +101%
PA
584
Profund Advisors
Maryland
$812K -$256K -1,774 -26%
IFU
585
iSAM Funds (UK)
United Kingdom
$812K +$743K +5,160 New
ATS
586
Ashton Thomas Securities
New York
$812K -$6.05K -42 -0.8%
WT
587
Whittier Trust
California
$809K -$147K -1,020 -17%
BEI
588
Benjamin Edwards Inc
Missouri
$807K +$42.5K +295 +6%
BTI
589
Blue Trust Inc
Georgia
$807K +$55.9K +388 +8%
LWAM
590
Legacy Wealth Asset Management
Minnesota
$806K -$12.5K -87 -2%
ILI
591
Invesco LLC (Illinois)
Illinois
$804K -$123K -854 -14%
HCM
592
Hutner Capital Management
Vermont
$804K +$8.79K +61 +1%
BFS
593
Bard Financial Services
Connecticut
$803K
SWM
594
Spire Wealth Management
Virginia
$802K +$42.9K +298 +6%
JIC
595
Joel Isaacson & Co
New York
$800K
ADL
596
Asset Dedication LLC
California
$798K -$66.7K -463 -8%
OIA
597
Optimum Investment Advisors
Illinois
$795K
ARC
598
Advisor Resource Council
Texas
$794K +$735K +5,103 New
WT
599
Washington Trust
Rhode Island
$793K -$720 -5 -0.1%
BHWM
600
Bar Harbor Wealth Management
New Hampshire
$791K -$13K -90 -2%