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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
1576
Independent Financial Group
California
$569K +$91.6K +1,902 +19%
CA
1577
Capitolis Advisors
New York
$568K -$28.5M -590,829 -98%
DWM
1578
Drive Wealth Management
Utah
$567K +$583K +12,112 New
TIA
1579
Traphagen Investment Advisors
New Jersey
$565K +$12.5K +260 +2%
JCM
1580
Jacobi Capital Management
Pennsylvania
$565K -$1.45K -30 -0.2%
BDFN
1581
Bond & Devick Financial Network
Minnesota
$565K
PCM
1582
Pointe Capital Management
Michigan
$564K -$59.9K -1,244 -9%
PIP
1583
Peachtree Investment Partners
Florida
$562K -$1.11K -23 -0.2%
GEA
1584
Glen Eagle Advisors
New Jersey
$561K -$8.19K -170 -1%
Financial Engines Advisors
1585
Financial Engines Advisors
California
$560K +$107K +2,227 +23%
PPW
1586
Pinnacle Private Wealth
Massachusetts
$559K -$482 -10 -0.1%
HCM
1587
Highlander Capital Management
New Jersey
$559K
BCA
1588
Bay Colony Advisors
Massachusetts
$559K +$112K +2,322 +24%
ALAM
1589
Asahi Life Asset Management
Japan
$559K +$306K +6,350 +114%
AFP
1590
Ausdal Financial Partners
Iowa
$556K -$67.5K -1,401 -11%
MSFS
1591
Main Street Financial Solutions
Pennsylvania
$556K -$722 -15 -0.1%
CA
1592
Centerpoint Advisors
Massachusetts
$553K -$60.8K -1,263 -10%
CCM
1593
Cohen Capital Management
California
$553K
CANC
1594
Culbertson A N & Co
Virginia
$551K +$139K +2,890 +32%
CI
1595
Cooper Investors
Australia
$551K
DA
1596
DSC Advisors
Illinois
$550K +$344K +7,144 +155%
MWPCG
1597
Measured Wealth Private Client Group
New Hampshire
$549K -$179K -3,710 -24%
OFS
1598
Orrstown Financial Services
Pennsylvania
$549K -$94.7K -1,967 -14%
CM
1599
CastleKnight Management
New York
$548K
RFN
1600
RDA Financial Network
Iowa
$546K -$310K -6,432 -36%