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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
1126
Ingalls & Snyder LLC
New York
$441K
SA
1127
Strategic Advocates
Utah
$440K +$437K +1,270 New
HPIA
1128
Hamilton Point Investment Advisors
North Carolina
$439K
HWA
1129
Heritage Wealth Advisors
Virginia
$438K
TFF
1130
The Family Firm
Maryland
$437K +$1.38K +4 +0.3%
CFG
1131
Carr Financial Group
Massachusetts
$437K +$1.72K +5 +0.4%
DM
1132
Deerfield Management
New York
$437K +$180K +523 +71%
GC
1133
Grimes & Company
Massachusetts
$436K +$344 +1 +0.1%
EDRH
1134
Edmond de Rothschild Holding
Switzerland
$436K +$138K +401 +47%
BC
1135
Broadwater Capital
Massachusetts
$435K
FMLI
1136
Fukoku Mutual Life Insurance
Japan
$434K
BFPW
1137
BOK Financial Private Wealth
Colorado
$433K -$29.6K -86 -6%
CFG
1138
Copley Financial Group
California
$433K +$430K +1,249 New
WAM
1139
Weatherly Asset Management
California
$432K +$53.4K +155 +14%
AWM
1140
Axxcess Wealth Management
California
$430K +$344 +1 +0.1%
LDB
1141
Lee, Danner & Bass
Tennessee
$430K
OWA
1142
One Wealth Advisors
California
$430K -$176K -511 -29%
JFA
1143
JNBA Financial Advisors
Minnesota
$429K +$2.06K +6 +0.5%
BFA
1144
Brown Financial Advisors
Ohio
$428K -$1.34M -3,907 -76%
CAAS
1145
Capital Asset Advisory Services
Michigan
$428K +$688 +2 +0.2%
BW
1146
Basepoint Wealth
Iowa
$426K -$61.6K -179 -13%
CW
1147
CreativeOne Wealth
Kansas
$422K +$12K +35 +3%
CCG
1148
Chatham Capital Group
Georgia
$422K
HSA
1149
HBK Sorce Advisory
Pennsylvania
$420K +$13.1K +38 +3%
FH
1150
FWG Holdings
Florida
$419K +$21K +61 +5%