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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
2151
Capstone Financial Advisors
Illinois
$4.75M -$6.85K -40 -0.1%
MFG
2152
Menard Financial Group
Texas
$4.74M +$161K +940 +3%
SMA
2153
Sage Mountain Advisors
Georgia
$4.74M +$1.37M +7,980 +39%
PVH
2154
Psagot Value Holdings
Israel
$4.74M -$2.63M -15,360 -35%
CBA
2155
Coastal Bridge Advisors
Connecticut
$4.73M +$233K +1,360 +5%
Select Equity Group
2156
Select Equity Group
New York
$4.73M +$229K +1,340 +5%
FANJ
2157
Financial Architects (New Jersey)
New Jersey
$4.73M +$260K +1,520 +6%
PWM
2158
PRW Wealth Management
Massachusetts
$4.72M -$106K -620 -2%
APP
2159
Avantax Planning Partners
Iowa
$4.71M +$260K +1,520 +6%
CSI
2160
Cross Staff Investments
New York
$4.69M +$4.82M +28,140 New
DCM
2161
Dockyard Capital Management
Massachusetts
$4.67M +$4.79M +28,000 New
CAG
2162
Csenge Advisory Group
Florida
$4.65M +$106K +620 +2%
JWM
2163
Jeppson Wealth Management
California
$4.64M +$3.42K +20 +0.1%
OCM
2164
Orser Capital Management
Texas
$4.63M -$181K -1,060 -4%
JSMC
2165
Jess S. Morgan & Co
California
$4.63M -$58.2K -340 -1%
KFI
2166
Key Financial Inc
Pennsylvania
$4.63M +$1.47M +8,560 +45%
VFG
2167
V2 Financial group
Illinois
$4.62M -$17.1K -100 -0.4%
AS
2168
Altshuler Shaham
Israel
$4.62M -$865M -5,051,540 -99%
FWM
2169
Finer Wealth Management
Massachusetts
$4.62M +$5.77M +33,700 New
AFA
2170
American Financial Advisors
Georgia
$4.62M +$366K +2,140 +8%
CI
2171
CX Institutional
Indiana
$4.61M +$61.6K +360 +1%
MIP
2172
Marietta Investment Partners
Wisconsin
$4.58M +$71.9K +420 +2%
PP
2173
Patten & Patten
Tennessee
$4.58M -$75.3K -440 -2%
WWM
2174
Windsor Wealth Management
Indiana
$4.58M +$113K +660 +2%
BA
2175
Bluesphere Advisors
Pennsylvania
$4.57M -$10.3K -60 -0.2%