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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
1576
Ingalls & Snyder LLC
New York
$904K +$2.5K +4 +0.3%
GFS
1577
GYL Financial Synergies
Connecticut
$903K +$98.1K +157 +11%
BFA
1578
Beaumont Financial Advisors
Massachusetts
$900K -$96.9K -155 -9%
LWP
1579
Lumature Wealth Partners
Georgia
$898K +$38.8K +62 +4%
MFG
1580
Merit Financial Group
Georgia
$897K -$38.1K -61 -4%
EFEM
1581
Eos Focused Equity Management
New York
$897K
CIA
1582
Choate Investment Advisors
Massachusetts
$895K +$39.4K +63 +4%
PHAM
1583
Palisades Hudson Asset Management
Florida
$893K +$7.5K +12 +0.8%
FFA
1584
Founders Financial Alliance
North Carolina
$893K +$115K +184 +13%
Loomis, Sayles & Company
1585
Loomis, Sayles & Company
Massachusetts
$889K +$865K +1,384 +756%
UBG
1586
United Bank (Georgia)
Georgia
$888K +$134K +215 +16%
BA
1587
Bluesphere Advisors
Pennsylvania
$883K -$20K -32 -2%
TCM
1588
Tributary Capital Management
Nebraska
$882K -$40.6K -65 -4%
BOPW
1589
Brandywine Oak Private Wealth
Pennsylvania
$881K -$35.6K -57 -3%
JWM
1590
Jeppson Wealth Management
California
$875K +$152K +243 +19%
OIA
1591
OneDigital Investment Advisors
Kansas
$870K -$50K -80 -5%
MIFH
1592
Migdal Insurance & Financial Holdings
Israel
$870K +$643K +1,028 +204%
MSFS
1593
Main Street Financial Solutions
Pennsylvania
$864K +$94.4K +151 +11%
MA
1594
MJP Associates
Connecticut
$863K +$82.5K +132 +9%
VC
1595
Veery Capital
Delaware
$862K -$1.25K -2 -0.1%
WA
1596
Wealth Architects
California
$859K +$15K +24 +2%
PWA
1597
Phoenix Wealth Advisors
North Carolina
$858K +$8.13K +13 +0.9%
CCA
1598
Childress Capital Advisors
Texas
$857K -$65.6K -105 -6%
PCM
1599
Parsons Capital Management
Rhode Island
$854K +$11.3K +18 +1%
CA
1600
CoreCap Advisors
Michigan
$852K +$939K +1,503 New