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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1526
Joel Isaacson & Co
New York
$426K -$117K -315 -24%
BZWA
1527
Blue Zone Wealth Advisors
California
$423K -$114K -308 -24%
CCA
1528
Cobblestone Capital Advisors
New York
$423K +$42.2K +114 +13%
CIA
1529
Capital Investment Advisors
Georgia
$419K +$83.7K +226 +31%
CAC
1530
Certified Advisory Corp
Florida
$417K -$67.1K -181 -16%
MG
1531
Mather Group
Illinois
$417K -$22.6K -61 -6%
CCP
1532
Cardan Capital Partners
Colorado
$417K
KP
1533
Keel Point
Alabama
$416K +$7.41K +20 +2%
AWM
1534
Argent Wealth Management
Massachusetts
$415K +$40K +108 +13%
DFA
1535
Delta Financial Advisors
Louisiana
$415K +$353K +953 New
CA
1536
Claro Advisors
Massachusetts
$413K +$4.08K +11 +1%
JHCP
1537
Jackson Hole Capital Partners
Oklahoma
$411K -$95.6K -258 -21%
AW
1538
Alpha Windward
Massachusetts
$411K -$7.78K -21 -2%
WI
1539
Wedgewood Investors
Pennsylvania
$409K
MS
1540
Maven Securities
Jersey
$408K -$651K -1,757 -65%
WB
1541
West Bancorporation
Iowa
$408K +$3.33K +9 +1%
CIC
1542
Chilton Investment Company
Connecticut
$407K +$346K +934 New
HHGA
1543
Halbert Hargrove Global Advisors
California
$406K -$31.5K -85 -8%
DWM
1544
Destination Wealth Management
California
$404K -$100K -270 -23%
CPSC
1545
Carl P. Sherr & Co
Massachusetts
$404K
WIA
1546
Wealthstreet Investment Advisors
Texas
$403K
WWM
1547
Windsor Wealth Management
Indiana
$402K +$18.5K +50 +6%
LHC
1548
Little House Capital
Massachusetts
$402K +$343K +925 New
SIM
1549
SSI Investment Management
California
$400K -$5.19K -14 -2%
SVWAG
1550
Sound View Wealth Advisors Group
Georgia
$396K -$2.22K -6 -0.7%