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Name Holding Trade Value Shares
Change
Change in
Stake
FC
701
Forte Capital
New York
$404K -$37.3K -270 -8%
HIP
702
HUB Investment Partners
Texas
$403K -$12K -87 -3%
JIC
703
Joel Isaacson & Co
New York
$401K
PTC
704
Petrus Trust Company
Texas
$400K +$402K +2,915 New
SGI
705
Summit Global Investments
Utah
$395K -$70.5K -511 -15%
SG
706
StoneX Group
New York
$394K -$18.6K -135 -4%
WA
707
Wealth Architects
California
$392K -$184K -1,334 -32%
MCCA
708
Mill Creek Capital Advisors
Pennsylvania
$388K +$391K +2,829 New
FA
709
Financial Avengers
California
$388K -$30.4K -220 -7%
AWA
710
Archvest Wealth Advisors
California
$387K
IG
711
ING Group
Netherlands
$384K +$191K +1,386 +98%
PA
712
Pinnacle Associates
New York
$384K +$102K +741 +36%
BHCM
713
Brevan Howard Capital Management
Jersey
$381K +$384K +2,780 New
WEG
714
World Equity Group
Illinois
$381K +$79.4K +575 +29%
TBC
715
Ted Buchan & Co
California
$378K +$5.94K +43 +2%
ZF
716
Zhang Financial
Michigan
$378K +$381K +2,756 New
BBW
717
Blue Barn Wealth
Utah
$374K -$552 -4 -0.1%
FFL
718
Future Fund LLC
Illinois
$374K -$33.5K -243 -8%
FA
719
Fountainhead AM
New Jersey
$370K +$91.8K +665 +33%
JWCA
720
J.W. Cole Advisors
Florida
$369K -$38.5K -279 -9%
JSL
721
JT Stratford LLC
Georgia
$365K +$26.6K +193 +8%
BFC
722
Blue Fin Capital
Rhode Island
$364K -$2.21K -16 -0.6%
AAS
723
Avantax Advisory Services
Texas
$360K +$76.5K +554 +27%
GFP
724
Gryphon Financial Partners
Ohio
$359K +$46.5K +337 +15%
HFP
725
Holistic Financial Partners
Indiana
$358K