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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
876
Joel Isaacson & Co
New York
$813K -$72.8K -400 -7%
ATC
877
Argent Trust Co
Tennessee
$810K -$249K -1,366 -20%
GFG
878
Greystone Financial Group
Michigan
$804K +$988K +5,432 New
MFGM
879
Marshall Financial Group (Maryland)
Maryland
$801K +$37.1K +204 +4%
BWM
880
BigSur Wealth Management
Florida
$800K +$18.2K +100 +2%
SXL
881
Summit X LLC
Missouri
$797K -$271K -1,490 -22%
CBFP
882
Cedar Brook Financial Partners
Ohio
$797K +$62.2K +342 +7%
FTDI
883
First Trust Direct Indexing
Massachusetts
$795K -$515K -2,832 -35%
SIM
884
Sentry Investment Management
Wisconsin
$795K +$267K +1,468 +38%
CAM
885
Close Asset Management
United Kingdom
$787K -$4.18K -23 -0.4%
SGA
886
Strategic Global Advisors
California
$787K
VCM
887
Virtue Capital Management
Tennessee
$787K +$22.4K +123 +2%
CFA
888
Carroll Financial Associates
North Carolina
$786K +$192K +1,053 +25%
CIS
889
Capital International Sarl
California
$783K -$2.3M -12,651 -71%
FWM
890
Focused Wealth Management
New York
$783K -$59.5K -327 -6%
WA
891
Wealth Alliance
New York
$782K -$325K -1,785 -25%
NL
892
NWAM LLC
Washington
$781K -$566K -3,109 -37%
QCG
893
Quadrant Capital Group
Ohio
$780K +$52.8K +290 +6%
PFS
894
Prospera Financial Services
Texas
$779K -$368K -2,024 -28%
EWA
895
EP Wealth Advisors
California
$777K -$38.4K -211 -4%
Squarepoint
896
Squarepoint
New York
$766K +$941K +5,173 New
NIM
897
Northeast Investment Management
Massachusetts
$761K -$1.73M -9,514 -65%
RL
898
Ruffer LLP
United Kingdom
$760K -$8.46M -46,497 -90%
WP
899
WealthSource Partners
California
$760K +$52.9K +291 +6%
TI
900
Truepoint Inc
Ohio
$760K +$934K +5,136 New