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Name Holding Trade Value Shares
Change
Change in
Stake
RSA
1876
River Street Advisors
Illinois
$468K +$386K +957 New
KCFA
1877
Key Client Fiduciary Advisors
New Jersey
$467K -$13.7K -34 -3%
EWP
1878
Elevation Wealth Partners
California
$466K
BCFD
1879
Boit C.F. David
$465K
HA
1880
Herold Advisors
New York
$465K +$80.6K +200 +27%
MKA
1881
M. Kulyk & Associates
Georgia
$464K -$10.5K -26 -3%
CBFP
1882
Cedar Brook Financial Partners
Ohio
$462K -$15.3K -38 -4%
AR
1883
Advisory Research
Illinois
$460K +$379K +941 New
PWMG
1884
Provence Wealth Management Group
California
$459K +$93.5K +232 +33%
BFIC
1885
Bedell Frazier Investment Counselling
California
$457K
XT
1886
XTX Topco
Cayman Islands
$457K +$376K +934 New
SB
1887
Strategic Blueprint
Georgia
$456K +$46.3K +115 +14%
OLVIG
1888
Oliver Lagore Vanvalin Investment Group
Michigan
$455K +$175K +435 +88%
RWMG
1889
Redwood Wealth Management Group
New Jersey
$455K +$375K +930 New
EFSCE
1890
Enterprise Financial Services Corp (EFSC)
Missouri
$452K -$5.64K -14 -1%
EP
1891
EPIQ Partners
Minnesota
$451K
AWM
1892
Angeles Wealth Management
California
$450K +$9.27K +23 +3%
LOAMU
1893
Lombard Odier Asset Management (USA)
New York
$450K
SAMC
1894
Spectrum Asset Management (California)
California
$448K
CCA
1895
Column Capital Advisors
Indiana
$448K +$20.1K +50 +6%
PWMG
1896
Prestige Wealth Management Group
New Jersey
$447K +$5.64K +14 +2%
OC
1897
Oakworth Capital
Alabama
$446K -$14.5K -36 -4%
SHJ
1898
Sharkey, Howes & Javer
Colorado
$446K
YIA
1899
YHB Investment Advisors
Connecticut
$445K -$10.1K -25 -3%
SMA
1900
Seven Mile Advisory
New Jersey
$444K +$365K +907 New