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Name Holding Trade Value Shares
Change
Change in
Stake
LA
776
Legacy Advisors
Pennsylvania
$508K +$257K +1,116 +113%
MWM
777
Mission Wealth Management
California
$506K +$194K +844 +68%
RA
778
Riversedge Advisors
Delaware
$506K +$73.7K +320 +18%
LWM
779
LJI Wealth Management
Indiana
$505K – – –
JWCA
780
J.W. Cole Advisors
Florida
$500K -$4.15K -18 -0.9%
AWA
781
Arkadios Wealth Advisors
Georgia
$499K +$31.8K +138 +7%
OCA
782
OpenArc Corporate Advisory
Georgia
$497K -$18K -78 -4%
SAI
783
Savvy Advisors Inc
New York
$490K +$11.5K +50 +3%
PJSIMP
784
P.J. Schmidt Investment Management (PJS)
Wisconsin
$488K -$2.3K -10 -0.5%
CI
785
CX Institutional
Indiana
$487K -$14.7K -64 -3%
WAM
786
Weiss Asset Management
Massachusetts
$485K +$462K +2,005 New
CFGW
787
Chancellor Financial Group WB
Pennsylvania
$484K – – –
MAM
788
Morse Asset Management
Connecticut
$484K – – –
SRC
789
Shufro Rose & Co
New York
$484K – – –
JTWM
790
Jackson Thornton Wealth Management
Alabama
$484K +$98.8K +429 +27%
AIP
791
Ameritas Investment Partners
Nebraska
$479K -$18.7K -81 -4%
1C
792
111 Capital
France
$478K -$184K -799 -29%
AWM
793
Avior Wealth Management
Nebraska
$472K +$461 +2 +0.1%
EPW
794
Evolve Private Wealth
California
$465K -$462K -2,005 -51%
GM
795
GeoWealth Management
Illinois
$464K +$88K +382 +25%
MYIA
796
Mount Yale Investment Advisors
Colorado
$463K +$14.5K +63 +3%
FNBTCON
797
First National Bank & Trust Co of Newtown
Pennsylvania
$459K – – –
WANY
798
Wealthspire Advisors (New York)
New York
$458K -$3.46K -15 -0.8%
IAAG
799
Innovative Asset Advisors Group
Connecticut
$455K -$8.29K -36 -2%
First Manhattan
800
First Manhattan
New York
$453K -$13.8K -60 -3%