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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
976
Ingalls & Snyder LLC
New York
$563K +$4.37K +6 +0.7%
DP
977
Dearborn Partners
Illinois
$561K +$374K +514 +155%
RCAG
978
Rehmann Capital Advisory Group
Michigan
$560K -$80K -110 -12%
BCA
979
Bay Colony Advisors
Massachusetts
$559K -$417K -573 -41%
ACM
980
Advisors Capital Management
New Jersey
$558K +$99.7K +137 +19%
B
981
Bellecapital
Switzerland
$557K +$66.2K +91 +12%
AWC
982
Abundance Wealth Counselors
Pennsylvania
$557K +$71.3K +98 +15%
XC
983
XY Capital
Hong Kong
$557K -$814K -1,119 -57%
LCM
984
LCM Capital Management
Illinois
$556K +$14.6K +20 +2%
RCA
985
Resonant Capital Advisors
Wisconsin
$555K +$347K +477 +133%
OIS
986
OneAscent Investment Solutions
Alabama
$553K +$607K +834 New
KWA
987
Kingswood Wealth Advisors
California
$550K -$180K -248 -23%
PTC
988
Private Trust Company
Ohio
$549K +$72.7K +100 +14%
OL
989
Optas LLC
Texas
$547K +$5.09K +7 +0.9%
LI
990
LRI Investments
Florida
$544K +$103K +142 +21%
MJP
991
Michael J. Puzo
$543K -$7.28K -10 -1%
AIA
992
Armor Investment Advisors
North Carolina
$543K – – –
AWM
993
Avior Wealth Management
Nebraska
$543K -$40.7K -56 -6%
SMA
994
Seven Mile Advisory
New Jersey
$543K +$37.1K +51 +7%
BAM
995
Byrne Asset Management
New Jersey
$541K +$99.7K +137 +20%
WAG
996
Wallace Advisory Group
California
$536K +$358K +492 +175%
FP
997
FFG Partners
Florida
$535K +$47.3K +65 +9%
PA
998
PFG Advisors
Arizona
$534K +$82.9K +114 +16%
TAP
999
Tounjian Advisory Partners
Florida
$533K +$586K +805 New
HSA
1000
HBK Sorce Advisory
Pennsylvania
$531K +$9.46K +13 +2%