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Name Holding Trade Value Shares
Change
Change in
Stake
PM
626
Penbrook Management
New York
$368K
YCM
627
Yousif Capital Management
Michigan
$367K -$44.9K -405 -10%
OIA
628
OneDigital Investment Advisors
Kansas
$367K +$387K +3,492 New
AWE
629
Avidian Wealth Enterprises
Texas
$365K -$1.66K -15 -0.4%
FA
630
Financial Avengers
California
$364K +$58.2K +525 +18%
MC
631
Moors & Cabot
Massachusetts
$363K -$138K -1,241 -26%
RC
632
RegentAtlantic Capital
New Jersey
$362K -$7.65K -69 -2%
WF
633
Welch & Forbes
Massachusetts
$361K
DCM
634
DGS Capital Management
New Jersey
$361K
BFEC
635
Benjamin F. Edwards & Company
Missouri
$360K -$33.6K -303 -8%
DILIC
636
Dai-ichi Life Insurance Company
Japan
$360K
JEST
637
JTC Employer Solutions Trustee
Jersey
$360K
RG
638
Rathbones Group
United Kingdom
$357K -$9.64K -87 -2%
KPW
639
Kore Private Wealth
New York
$355K +$29.1K +263 +8%
PTP
640
Platform Technology Partners
New York
$354K -$14.6K -132 -4%
DTL
641
Dynamic Technology Lab
Singapore
$353K -$2.44M -22,052 -87%
JF
642
Jump Financial
Illinois
$353K -$226K -2,035 -38%
GT
643
Glenview Trust
Kentucky
$353K
MA
644
Momentum Advisors
New York
$353K +$372K +3,360 New
WA
645
Wealth Architects
California
$352K -$23.3K -210 -6%
KWM
646
Kingsview Wealth Management
Oregon
$352K -$11K -99 -3%
AWM
647
Apollon Wealth Management
South Carolina
$349K +$49.5K +447 +16%
PHK
648
Point72 Hong Kong
Hong Kong
$348K +$367K +3,314 New
LAI
649
Legal Advantage Investments
California
$347K +$366K +3,300 New
AS
650
Altshuler Shaham
Israel
$346K