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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1301
Independent Financial Group
California
$278K -$4.83K -15 -2%
PCS
1302
Personal CFO Solutions
New Jersey
$278K +$5.48K +17 +2%
MA
1303
MONECO Advisors
Connecticut
$278K +$3.87K +12 +1%
HFAS
1304
Hummer Financial Advisory Services
Illinois
$278K
UCB
1305
United Community Bank
South Carolina
$277K +$1.29K +4 +0.5%
SYBT
1306
Stock Yards Bank & Trust
Kentucky
$277K +$270K +839 New
DWM
1307
Dakota Wealth Management
Florida
$277K +$28.4K +88 +12%
SWM
1308
SeaCrest Wealth Management
New York
$276K +$7.09K +22 +3%
GHAM
1309
Gilman Hill Asset Management
Connecticut
$275K
APWA
1310
Atlas Private Wealth Advisors
New Jersey
$274K +$4.19K +13 +2%
FWM
1311
Focused Wealth Management
New York
$274K +$4.51K +14 +2%
BIG
1312
Brookwood Investment Group
Arizona
$273K -$55.4K -172 -17%
SCI
1313
S&CO Inc
Massachusetts
$272K
MCM
1314
Marathon Capital Management
Maryland
$272K
EA
1315
Everpar Advisors
Oklahoma
$269K -$33.5K -104 -11%
SC
1316
Soundwatch Capital
Connecticut
$269K +$84.5M +262,029 New
HVIA
1317
Hudson Valley Investment Advisors
New York
$268K
MPM
1318
MBB Public Markets
Illinois
$268K -$57.7K -179 -18%
PIM
1319
Platinum Investment Management
Australia
$268K -$29.7K -92 -10%
CPA
1320
Capital Planning Advisors
California
$267K -$12.6K -39 -5%
AA
1321
Alesco Advisors
New York
$267K +$8.06K +25 +3%
HWA
1322
HCR Wealth Advisors
California
$267K
BMC
1323
Benin Management Corp
Connecticut
$266K
HI
1324
Harbour Investments
Wisconsin
$265K +$27.7K +86 +12%
SI
1325
Sava Infond
Slovenia
$264K