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Name Holding Trade Value Shares
Change
Change in
Stake
JAFL
1201
Jay A. Fishman Ltd
Michigan
$969K
GRP
1202
Global Retirement Partners
California
$967K +$250K +5,635 +36%
HFP
1203
Holistic Financial Partners
Indiana
$966K +$106K +2,400 +13%
RCAG
1204
Rehmann Capital Advisory Group
Michigan
$962K +$130K +2,931 +16%
BFO
1205
Biltmore Family Office
North Carolina
$961K -$60.2K -1,358 -6%
WA
1206
WBH Advisory
Maryland
$961K +$886 +20 +0.1%
FMLI
1207
Fukoku Mutual Life Insurance
Japan
$959K
PL
1208
Perpetual Ltd
Australia
$956K +$97.5K +2,200 +12%
FNT
1209
First Nebraska Trust
Nebraska
$953K +$5.32K +120 +0.6%
TI
1210
Trexquant Investment
Connecticut
$945K -$2.7M -60,897 -74%
VSWA
1211
Vontobel Swiss Wealth Advisors
Switzerland
$944K -$44.3K -1,000 -5%
WIM
1212
Wittenberg Investment Management
Massachusetts
$943K -$2.71M -61,237 -75%
OIA
1213
OneDigital Investment Advisors
Kansas
$936K +$85.4K +1,927 +10%
CPA
1214
Clear Perspective Advisors
Illinois
$932K +$916K +20,678 New
FHA
1215
Flagship Harbor Advisors
Massachusetts
$931K -$22.8K -515 -2%
NP
1216
Ninepoint Partners
Ontario, Canada
$930K -$436K -9,834 -32%
SC
1217
Savant Capital
Illinois
$923K +$15.8K +357 +2%
WPP
1218
Whalerock Point Partners
Rhode Island
$922K +$339K +7,645 +60%
PCMC
1219
Paragon Capital Management (Colorado)
Colorado
$918K
WPA
1220
West Paces Advisors
Georgia
$917K
SWA
1221
Stratos Wealth Advisors
Ohio
$916K -$41.3K -932 -4%
AB
1222
Atlas Brown
Kentucky
$913K -$4.34K -98 -0.5%
RIS
1223
Retirement Income Solutions
Michigan
$911K +$51.3K +1,157 +6%
CMBA
1224
C.M. Bidwell & Associates
Hawaii
$909K -$37.1K -837 -4%
IDBONY
1225
Israel Discount Bank of New York
New York
$908K +$386K +8,715 +76%