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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
776
Center for Financial Planning
Michigan
$230K – – –
HTHT
777
Hemenway Trust Hemenway Trust
New Hampshire
$229K -$14.4K -50 -6%
Oppenheimer & Co
778
Oppenheimer & Co
New York
$228K +$12.9K +45 +6%
SSG
779
Summit Securities Group
New York
$228K +$103K +357 +73%
Integrated Wealth Concepts
780
Integrated Wealth Concepts
Massachusetts
$227K -$3.45K -12 -1%
RWA
781
River Wealth Advisors
Pennsylvania
$226K -$7.19K -25 -3%
GA
782
GraniteShares Advisors
New York
$224K -$44.3K -154 -16%
LFA
783
Legacy Financial Advisors
Kentucky
$224K -$575 -2 -0.2%
JWCA
784
J.W. Cole Advisors
Florida
$222K +$236K +822 New
PCP
785
Proficio Capital Partners
Massachusetts
$220K -$575 -2 -0.2%
Venture Visionary Partners
786
Venture Visionary Partners
Ohio
$219K -$4.02K -14 -2%
IIL
787
Insight Inv LLC
California
$216K -$57.5K -200 -20%
HI
788
Hendershot Investments
Virginia
$216K – – –
Atlantic Union Bankshares
789
Atlantic Union Bankshares
Virginia
$215K -$862 -3 -0.4%
MGO One Seven
790
MGO One Seven
Ohio
$214K -$52.9K -184 -19%
GA
791
Geller Advisors
New York
$214K – – –
AMC
792
Asset Management Corp
Illinois
$214K +$575 +2 +0.3%
DCM
793
Dupont Capital Management
Delaware
$213K -$63.5K -221 -22%
BWM
794
Baystate Wealth Management
Massachusetts
$213K +$197K +684 +639%
DY
795
Dowling & Yahnke
California
$212K -$27.3K -95 -11%
RCAG
796
Rehmann Capital Advisory Group
Michigan
$210K -$37.1K -129 -14%
EL
797
Essex LLC
Illinois
$210K -$103K -358 -32%
MWM
798
Maripau Wealth Management
Indiana
$209K +$575 +2 +0.3%
55I LLC
799
55I LLC
Massachusetts
$208K +$221K +770 New
SFG
800
StrategIQ Financial Group
Indiana
$205K – – –