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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1576
Advisor OS
Illinois
$587K +$48.6K +143 +9%
WMA
1577
Wealth Management Associates
New Jersey
$587K -$28.2K -83 -5%
RIL
1578
Rothschild Investment LLC
Illinois
$587K -$268K -787 -32%
KCP
1579
Kera Capital Partners
California
$586K +$58.2K +171 +9%
BCI
1580
Blue Capital Inc
Nebraska
$580K +$563K +1,656 New
CC
1581
Courier Capital
New York
$578K -$31.3K -92 -5%
PCMH
1582
Polymer Capital Management (HK)
Hong Kong
$577K +$561K +1,649 New
GKWIM
1583
Gerber Kawasaki Wealth & Investment Management
California
$575K -$417K -1,226 -43%
CS
1584
Capital Square
Tennessee
$573K +$557K +1,638 New
DLCIG
1585
D.L. Carlson Investment Group
New Hampshire
$572K -$19K -56 -3%
LRIC
1586
Long Road Investment Counsel
Michigan
$571K -$238K -700 -30%
DWA
1587
Douglass Winthrop Advisors
New York
$570K +$20.4K +60 +4%
SCM
1588
Schnieders Capital Management
California
$570K
LK
1589
Lumbard & Kellner
New Hampshire
$569K +$553K +1,627 New
BFS
1590
BridgePort Financial Solutions
Iowa
$568K +$552K +1,623 New
FPH
1591
Financial Planning Hawaii
Hawaii
$567K +$551K +1,620 New
NSIM
1592
North Star Investment Management
Illinois
$566K +$38.4K +113 +8%
WG
1593
Wellington Group
Indiana
$566K +$550K +1,616 New
AFPL
1594
Advus Financial Partners, LLC
Florida
$565K +$131K +384 +31%
AWE
1595
Avidian Wealth Enterprises
Texas
$564K -$80.9K -238 -13%
FFA
1596
Florida Financial Advisors
Florida
$564K +$50.7K +149 +10%
SG
1597
StoneX Group
New York
$563K -$702K -2,065 -56%
PIA
1598
Perennial Investment Advisors
California
$562K -$24.1K -71 -4%
WI
1599
WrapManager Inc
California
$562K -$97.3K -286 -15%
NAS
1600
Nicolet Advisory Services
Wisconsin
$562K -$93.2K -274 -14%