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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1626
Arcus Capital Partners
Georgia
$586K
IIC
1627
Integrated Investment Consultants
Michigan
$585K +$7.88K +141 +1%
JG
1628
Jefferies Group
New York
$584K -$1.46M -26,124 -72%
PMFA
1629
Plante Moran Financial Advisors
Michigan
$582K -$33.7K -602 -6%
PCG
1630
Private Capital Group
Connecticut
$581K +$7.88K +141 +1%
AWE
1631
Avidian Wealth Enterprises
Texas
$580K +$20.9K +374 +4%
CIAS
1632
Capital Investment Advisory Services
North Carolina
$579K -$11.2K -200 -2%
OFW
1633
Omnia Family Wealth
Florida
$578K +$1.45K +26 +0.3%
FM
1634
Family Management
New York
$578K +$130K +2,323 +30%
WP
1635
WealthSource Partners
California
$576K -$40.2K -719 -7%
AC
1636
Apella Capital
Connecticut
$575K +$58.1K +1,040 +11%
DFCM
1637
Dark Forest Capital Management
Puerto Rico
$575K +$564K +10,083 New
NERM
1638
New England Research & Management
Illinois
$574K -$398K -7,121 -41%
GLA
1639
Good Life Advisors
Pennsylvania
$573K -$78.9K -1,411 -12%
KFA
1640
Kelleher Financial Advisors
New York
$572K +$561K +10,037 New
EI
1641
Ellevest Inc
New York
$570K +$95.2K +1,703 +21%
RGC
1642
Roberts, Glore & Co
Illinois
$567K
DA
1643
Dillon & Associates
Michigan
$567K +$86.7K +1,550 +18%
FSA
1644
Franklin Street Advisors
North Carolina
$565K +$5.48K +98 +1%
MSFS
1645
Main Street Financial Solutions
Pennsylvania
$562K +$10.6K +189 +2%
CAM
1646
Campion Asset Management
Virginia
$561K -$21K -375 -4%
CA
1647
Crumly & Associates
Illinois
$561K +$191K +3,411 +53%
MCM
1648
Manchester Capital Management
Vermont
$560K +$17.1K +306 +3%
CT
1649
Cambridge Trust
Massachusetts
$559K -$783 -14 -0.1%
NJBEST
1650
New Jersey Better Educational Savings Trust
New Jersey
$559K