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Name Holding Trade Value Shares
Change
Change in
Stake
OCA
951
OpenArc Corporate Advisory
Georgia
$536K +$546K +1,949 New
AFG
952
Atomi Financial Group
New York
$535K +$14.3K +51 +3%
HPM
953
Hudson Portfolio Management
New York
$534K +$149K +530 +38%
JFG
954
Jefferies Financial Group
New York
$534K +$274K +978 +102%
MFP
955
Meramec Financial Planners
Missouri
$534K +$512K +1,827 New
DLA
956
Douglas Lane & Associates
New York
$533K -$22.4K -80 -4%
IIC
957
Ironwood Investment Counsel
Arizona
$530K +$561 +2 +0.1%
EI
958
Ellevest Inc
New York
$529K +$152K +541 +39%
IA
959
IFC Advisors
California
$527K -$32.8K -117 -6%
HBT
960
Hills Bank & Trust
Iowa
$525K
EC
961
EntryPoint Capital
New York
$524K +$534K +1,904 New
MWM
962
Mindset Wealth Management
Indiana
$521K +$41.2K +147 +8%
WH
963
Willner & Heller
California
$520K +$115K +411 +28%
EWM
964
Empirical Wealth Management
Washington
$520K +$234K +835 +79%
BMCM
965
Burns Matteson Capital Management
New York
$518K +$527K +1,881 New
BFG
966
Birch Financial Group
New Hampshire
$518K +$257K +915 +95%
MMG
967
Monetary Management Group
Missouri
$516K
AC
968
Avestar Capital
New York
$515K -$275K -982 -34%
CPA
969
Capital Performance Advisors
California
$514K +$524K +1,868 New
TSWM
970
Triangle Securities Wealth Management
North Carolina
$513K +$111K +395 +27%
PWM
971
Palumbo Wealth Management
New York
$512K -$18.5K -66 -3%
PP
972
PDS Planning
Ohio
$510K -$16K -57 -3%
WSCM
973
Wellington Shields Capital Management
New York
$508K -$86.9K -310 -14%
First Manhattan
974
First Manhattan
New York
$505K +$9.53K +34 +2%
SHFA
975
SS&H Financial Advisors
Michigan
$504K