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Name Holding Trade Value Shares
Change
Change in
Stake
C
1001
Certuity
Florida
$492K +$37.6K +133 +8%
First Manhattan
1002
First Manhattan
New York
$492K +$11.3K +40 +2%
CWS
1003
Confluence Wealth Services
Pennsylvania
$492K +$52.3K +185 +12%
TC
1004
TownSquare Capital
Utah
$490K +$38.7K +137 +8%
VA
1005
VestGen Advisors
Illinois
$490K -$136K -482 -21%
PTC
1006
Private Trust Company
Ohio
$490K +$20.9K +74 +4%
PHIC
1007
Pine Haven Investment Counsel
Massachusetts
$489K -$49.4K -175 -9%
MMG
1008
Monetary Management Group
Missouri
$489K -$28.3K -100 -5%
APG
1009
Abacus Planning Group
South Carolina
$488K -$80.2K -284 -14%
GA
1010
Goldstein Advisors
Wisconsin
$486K +$83.9K +297 +20%
MO
1011
McMillan Office
Michigan
$486K – – –
CDDEC
1012
Caisse Des Depots Et Consignations
France
$484K – – –
DAS
1013
Dynamic Advisor Solutions
Arizona
$484K +$19.8K +70 +4%
CWM
1014
Cornerstone Wealth Management
Missouri
$479K +$283 +1 +0.1%
AWM
1015
Aries Wealth Management
Maine
$476K -$297K -1,050 -38%
NAAA
1016
New Age Alpha Advisors
New York
$476K -$75.1K -266 -13%
PFS
1017
Prospera Financial Services
Texas
$474K -$75.4K -267 -14%
CT
1018
Caldwell Trust
Florida
$471K – – –
SACTSONJ
1019
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$468K -$31.6K -112 -6%
TSWM
1020
Triangle Securities Wealth Management
North Carolina
$468K -$17K -60 -3%
CW
1021
CreativeOne Wealth
Kansas
$466K +$565 +2 +0.1%
SMC
1022
Smith, Moore & Co
Missouri
$465K -$35K -124 -7%
DW30
1023
Drucker Wealth 3.0
New Jersey
$465K +$156K +551 +49%
NFA
1024
Northern Financial Advisors
Michigan
$464K +$11.9K +42 +3%
CIAS
1025
CFS Investment Advisory Services
New Jersey
$462K +$74.6K +264 +20%