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Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
1501
O'Brien Greene & Co
Pennsylvania
$1.51M -$5.28K -40 -0.4%
WBCM
1502
Wilson & Boucher Capital Management
California
$1.51M – – –
UFF
1503
USA Financial Formulas
Michigan
$1.5M -$29K -220 -2%
KWMG
1504
King Wealth Management Group
Florida
$1.5M +$791 +6 +0.1%
LFA
1505
Legacy Financial Advisors
Kentucky
$1.5M +$87K +660 +6%
RLH
1506
RD Lewis Holdings
Florida
$1.5M +$94.4K +716 +7%
BHA
1507
Beech Hill Advisors
New York
$1.49M -$46.2K -350 -3%
NG
1508
Novem Group
New York
$1.48M +$909K +6,892 +171%
DBIA
1509
Dumont & Blake Investment Advisors
New Jersey
$1.48M +$9.89K +75 +0.7%
EWA
1510
Etesian Wealth Advisors
Oregon
$1.48M -$88.7K -673 -6%
BFPW
1511
BOK Financial Private Wealth
Colorado
$1.48M -$103K -780 -7%
JSC
1512
Jackson Square Capital
California
$1.48M – – –
Foundations Investment Advisors
1513
Foundations Investment Advisors
Arizona
$1.47M +$49.7K +377 +4%
CJ
1514
Caitlin John
Michigan
$1.47M +$1.43M +10,815 New
AWM
1515
Angeles Wealth Management
California
$1.47M +$106K +801 +8%
TPW
1516
Transatlantique Private Wealth
New York
$1.47M -$142K -1,076 -9%
HVP
1517
Hudson Value Partners
Florida
$1.47M – – –
EFM
1518
Eley Financial Management
Vermont
$1.47M +$3.56K +27 +0.3%
NWAG
1519
Net Worth Advisory Group
Utah
$1.46M +$1.42M +10,754 New
RNC Capital Management
1520
RNC Capital Management
California
$1.46M -$51.2K -388 -3%
Hudson Bay Capital Management
1521
Hudson Bay Capital Management
Connecticut
$1.46M +$948K +7,192 +204%
MAWA
1522
Moss Adams Wealth Advisors
Washington
$1.46M +$212K +1,604 +18%
SWA
1523
Stratos Wealth Advisors
Ohio
$1.46M -$63.2K -479 -4%
MA
1524
Maxele Advisors
Missouri
$1.46M -$32.8K -249 -2%
HA
1525
Herold Advisors
New York
$1.45M -$224K -1,700 -14%