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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
876
Trivant Custom Portfolio Group
California
$1.35M +$65.6K +356 +5%
CA
877
Callahan Advisors
Texas
$1.34M +$56.4K +306 +5%
IAS
878
Investment Advisory Services
Texas
$1.34M +$59.7K +324 +5%
SW
879
StrongBox Wealth
Missouri
$1.34M +$42.4K +230 +3%
SG
880
StoneX Group
New York
$1.33M +$854K +4,636 +211%
MHC
881
Meyer Handelman Company
New York
$1.32M -$516K -2,800 -29%
LAI
882
Legal Advantage Investments
California
$1.31M -$18.4K -100 -1%
RWPA
883
Richard W. Paul & Associates
Michigan
$1.31M -$14.6K -79 -1%
CC
884
Commons Capital
Massachusetts
$1.31M +$38.3K +208 +3%
HWA
885
Heritage Wealth Advisors
Virginia
$1.3M +$8.66K +47 +0.7%
LFAS
886
Level Four Advisory Services
Texas
$1.28M +$58.2K +316 +5%
A
887
Allianz
Germany
$1.28M +$789K +4,282 +188%
GWM
888
Gibbs Wealth Management
Georgia
$1.28M +$101K +546 +9%
SAM
889
Shell Asset Management
Netherlands
$1.27M +$1.19M +6,481 New
SC
890
Saturna Capital
Washington
$1.27M
CSPAM
891
Cary Street Partners Asset Management
Virginia
$1.25M +$82K +445 +7%
ANB
892
Amarillo National Bank
Texas
$1.25M +$6.82K +37 +0.6%
HCA
893
Harbour Capital Advisors
Virginia
$1.25M -$30.4K -165 -2%
SF
894
Synovus Financial
Georgia
$1.24M -$921 -5 -0.1%
RT
895
Rockland Trust
Massachusetts
$1.24M -$921 -5 -0.1%
TWM
896
Thrive Wealth Management
Pennsylvania
$1.23M +$16.4K +89 +1%
STA
897
Summit Trail Advisors
New York
$1.23M -$5.34K -29 -0.5%
MFG
898
Merit Financial Group
Georgia
$1.23M -$560K -3,037 -33%
OIA
899
OneDigital Investment Advisors
Kansas
$1.22M +$33.2K +180 +3%
BHPW
900
Beverly Hills Private Wealth
California
$1.22M -$252K -1,367 -18%