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Name Holding Trade Value Shares
Change
Change in
Stake
EF
776
Empirical Finance
Pennsylvania
$591K +$81.4K +597 +17%
RA
777
Resolute Advisors
California
$590K – – –
FTWA
778
Fifth Third Wealth Advisors
Ohio
$584K -$62.1K -455 -10%
JC
779
Jacobs & Co
California
$581K – – –
PFPG
780
Pinnacle Financial Partners (Georgia)
Georgia
$578K +$18.7K +137 +4%
IFWM
781
Institute for Wealth Management
Colorado
$577K +$11.3K +83 +2%
UAM
782
UAS Asset Management
New York
$572K +$546K +4,000 New
MCP
783
Mirador Capital Partners
California
$571K – – –
TPWA
784
TRUE Private Wealth Advisors
Oregon
$565K – – –
CI
785
Cigna Investments
Connecticut
$563K -$11.3K -83 -2%
DF
786
Define Financial
California
$562K +$818 +6 +0.2%
DAL
787
Delta Accumulation LLC
California
$551K – – –
KWM
788
Kingsview Wealth Management
Oregon
$548K +$21.7K +159 +4%
SPC
789
Sigma Planning Corp
Michigan
$547K +$6K +44 +1%
MAM
790
Mainsail Asset Management
Alabama
$546K +$255K +1,870 +100%
ADMI
791
Albert D. Mason Inc
Massachusetts
$545K +$1.77K +13 +0.3%
IFG
792
Independent Financial Group
California
$540K -$119K -876 -19%
RZH
793
Relyea Zuckerberg Hanson
Connecticut
$538K +$513K +3,762 New
WFS
794
WealthGarden F.S.
California
$538K +$513K +3,759 New
CF
795
Centaurus Financial
California
$535K -$147K -1,076 -22%
OCA
796
OpenArc Corporate Advisory
Georgia
$534K -$19.5K -143 -4%
HHRDM
797
H&H Retirement Design & Management
Nevada
$532K -$33.7K -247 -7%
XWM
798
Xcel Wealth Management
Florida
$530K -$30.7K -225 -6%
HNB
799
Huntington National Bank
Ohio
$529K +$66.8K +490 +15%
WPWM
800
Western Pacific Wealth Management
Illinois
$529K – – –