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Name Holding Trade Value Shares
Change
Change in
Stake
FWP
701
Firethorn Wealth Partners
Georgia
$472K +$453K +8,088 New
TI
702
Tidal Investments
Wisconsin
$470K +$88.5K +1,579 +24%
EH
703
Equitable Holdings
New York
$468K +$37.8K +675 +9%
CTA
704
Chesley Taft & Associates
Illinois
$467K
MMG
705
Monetary Management Group
Missouri
$467K
RPC
706
Rossmore Private Capital
Connecticut
$467K
OIA
707
OneDigital Investment Advisors
Kansas
$466K -$259K -4,626 -37%
PA
708
Parallel Advisors
California
$464K +$24.2K +432 +6%
IFG
709
Independent Financial Group
California
$464K +$165K +2,947 +59%
FPS
710
Fieldpoint Private Securities
Connecticut
$463K +$89.3K +1,594 +25%
CANY
711
Caxton Associates (New York)
New York
$462K -$1.33M -23,756 -75%
VI
712
Vestcor Inc
New Brunswick, Canada
$459K -$92.5K -1,651 -17%
Twin Tree Management
713
Twin Tree Management
Texas
$459K +$441K +7,866 New
CFB
714
Cullen/Frost Bankers
Texas
$458K
LCP
715
Legacy Capital Partners
Wisconsin
$458K
IAMOG
716
Investors Asset Management of Georgia
Georgia
$456K -$1.12K -20 -0.3%
HH
717
Hilltop Holdings
Texas
$456K +$67.2K +1,200 +18%
DMBA
718
Deseret Mutual Benefit Administrators
Utah
$453K +$7.51K +134 +2%
HGERS
719
Householder Group Estate & Retirement Specialist
Arizona
$453K +$435K +7,762 New
DWM
720
Doyle Wealth Management
Florida
$452K -$140K -2,490 -24%
WFA
721
West Financial Advisors
Iowa
$448K
IIM
722
Ipswich Investment Management
Massachusetts
$447K
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$446K -$11.2K -200 -3%
AW
724
ACG Wealth
Georgia
$446K
SSWM
725
Smith Salley Wealth Management
North Carolina
$446K