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Name Holding Trade Value Shares
Change
Change in
Stake
FM
426
Foster & Motley
Ohio
$575K -$30.9K -1,055 -5%
HA
427
Herold Advisors
New York
$567K -$83.1K -2,834 -13%
CIA
428
Choate Investment Advisors
Massachusetts
$563K -$125K -4,270 -18%
GD
429
Grandfield & Dodd
New York
$557K
DWT
430
Dorsey & Whitney Trust
South Dakota
$555K -$141K -4,819 -21%
JF
431
Jump Financial
Illinois
$554K +$217K +7,385 +66%
TYCC
432
Texas Yale Capital Corp
Florida
$552K -$8.8K -300 -2%
WWM
433
Western Wealth Management
Colorado
$549K +$6.92K +236 +1%
EH
434
Equitable Holdings
New York
$545K +$149K +5,069 +39%
IFG
435
Independent Financial Group
California
$539K -$157K -5,343 -23%
AQR Capital Management
436
AQR Capital Management
Connecticut
$536K +$131K +4,476 +33%
DAS
437
Dynamic Advisor Solutions
Arizona
$535K +$3.49K +119 +0.7%
CCA
438
Checchi Capital Advisers
California
$534K -$20.5K -699 -4%
KJWM
439
Kiley Juergens Wealth Management
Washington
$533K +$522K +17,811 New
BF
440
Brucke Financial
Indiana
$532K -$38.4K -1,310 -7%
SF
441
Summit Financial
New Jersey
$529K +$47.8K +1,631 +10%
GC
442
Guggenheim Capital
Illinois
$525K -$102K -3,480 -17%
EWM
443
Edge Wealth Management
New York
$524K
PFPT
444
Pinnacle Financial Partners (Tennessee)
Tennessee
$520K -$1.91K -65 -0.4%
Lido Advisors
445
Lido Advisors
California
$517K -$363K -12,364 -42%
AWA
446
Aaron Wealth Advisors
Illinois
$515K +$9.56K +326 +2%
WWA
447
Wealth Watch Advisors
Colorado
$514K +$21.6K +736 New
FPCP
448
Fort Point Capital Partners
California
$513K +$1.32K +45 +0.3%
NSIM
449
North Star Investment Management
Illinois
$511K
BEI
450
Benjamin Edwards Inc
Missouri
$510K -$3.78K -129 -0.8%