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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
3576
Seneca Financial Advisors
New York
$760K +$907 +7 +0.1%
PCH
3577
Polar Capital Holdings
United Kingdom
$759K +$14.8M +113,924 +2%
LWA
3578
Lowe Wealth Advisors
Maryland
$758K -$77.1K -595 -10%
FWM
3579
Filbrandt Wealth Management
Wisconsin
$755K -$7.51K -58 -1%
JC
3580
Jentner Corp
Ohio
$754K +$21K +162 +3%
RA
3581
Resolute Advisors
California
$754K +$25K +193 +4%
NP
3582
Ninepoint Partners
Ontario, Canada
$752K +$59.5K +459 +9%
AWA
3583
ARQ Wealth Advisors
Arizona
$750K +$45.7K +353 +7%
OEP
3584
Ocean Endowment Partners
Illinois
$745K +$383K +2,956 +108%
MAG
3585
Mokosak Advisory Group
Iowa
$744K +$3.37K +26 +0.5%
BWL
3586
Beacon Wealthcare LLC
North Carolina
$742K
APC
3587
Asset Planning Corporation
Tennessee
$739K +$4.66K +36 +0.7%
T
3588
TrueFG
Texas
$727K -$12.6K -97 -2%
SC
3589
Schoolcraft Capital
Colorado
$724K -$75.8K -585 -10%
BBA
3590
Braun-Bostich & Associates
Pennsylvania
$718K -$61.2K -472 -8%
CM
3591
Capital Management
Virginia
$716K -$14.3K -110 -2%
NPPM
3592
North Point Portfolio Managers
Ohio
$710K
LL
3593
LPWM LLC
Minnesota
$709K +$84.3K +651 +15%
Nisa Investment Advisors
3594
Nisa Investment Advisors
Missouri
$708K -$78.4M -605,245 -10%
FPW
3595
Flagship Private Wealth
Massachusetts
$705K +$8.55K +66 +1%
BWM
3596
Blossom Wealth Management
California
$702K -$25.1K -194 -4%
TAIM
3597
TD Ameritrade Investment Management
Nebraska
$701K +$38.9K +300 +6%
BC
3598
Barnett & Company
Tennessee
$700K -$61.8K -477 -9%
NCG
3599
Newport Capital Group
New Jersey
$700K
WFA
3600
Websterrogers Financial Advisors
South Carolina
$695K -$12.8K -99 -2%