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Name Holding Trade Value Shares
Change
Change in
Stake
BHC
801
Bowen Hanes & Co
Florida
$372K
MLFP
802
MPS Loria Financial Planners
Illinois
$370K
SQA
803
Simon Quick Advisors
New Jersey
$368K +$17.6K +48 +5%
PWPS
804
Pinnacle Wealth Planning Services
Ohio
$368K -$211K -574 -36%
JWA
805
JFS Wealth Advisors
Pennsylvania
$368K
APG
806
Abacus Planning Group
South Carolina
$366K -$2.94K -8 -0.8%
DWM
807
Diversify Wealth Management
Utah
$365K +$46K +125 +14%
WA
808
Wealthstream Advisors
New York
$362K +$66.2K +180 +22%
SCA
809
Sandy Cove Advisors
Massachusetts
$361K +$12.5K +34 +4%
FFA
810
Farther Finance Advisors
California
$361K +$25K +68 +7%
NB
811
Nicolet Bankshares
Wisconsin
$359K -$1.38M -3,750 -79%
WC
812
Wexford Capital
Florida
$359K -$36.8K -100 -9%
OIA
813
Optimum Investment Advisors
Illinois
$359K
MA
814
Montag & Associates
Georgia
$359K +$368K +1,000 New
RYIA
815
Roehl & Yi Investment Advisors
Oregon
$357K +$365K +993 New
VT
816
Vise Technologies
New York
$356K +$77.2K +210 +27%
JWCA
817
J.W. Cole Advisors
Florida
$356K +$4.41K +12 +1%
CP
818
Creekside Partners
California
$353K
IP
819
Intellectus Partners
California
$353K -$3.68K -10 -1%
AC
820
Avestar Capital
New York
$352K +$51.5K +140 +17%
Empower Advisory Group
821
Empower Advisory Group
Colorado
$349K +$3.31K +9 +0.9%
SMC
822
Smith, Moore & Co
Missouri
$348K
GM
823
GeoWealth Management
Illinois
$347K -$30.9K -84 -8%
CPSAC
824
Chas P. Smith & Associates (CPS)
Florida
$347K
EH
825
Equitable Holdings
New York
$347K +$2.94K +8 +0.8%