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Name Holding Trade Value Shares
Change
Change in
Stake
T
1626
TRUADVICE
Florida
$587K +$40.9K +731 +8%
ACP
1627
Arcus Capital Partners
Georgia
$586K – – –
IIC
1628
Integrated Investment Consultants
Michigan
$585K +$7.88K +141 +1%
JG
1629
Jefferies Group
New York
$584K -$1.46M -26,124 -72%
PMFA
1630
Plante Moran Financial Advisors
Michigan
$582K -$33.7K -602 -6%
PCG
1631
Private Capital Group
Connecticut
$581K +$7.88K +141 +1%
AWE
1632
Avidian Wealth Enterprises
Texas
$580K +$20.9K +374 +4%
CIAS
1633
Capital Investment Advisory Services
North Carolina
$579K -$11.2K -200 -2%
OFW
1634
Omnia Family Wealth
Florida
$578K +$1.45K +26 +0.3%
FM
1635
Family Management
New York
$578K +$130K +2,323 +30%
WP
1636
WealthSource Partners
California
$576K -$40.2K -719 -7%
AC
1637
Apella Capital
Connecticut
$575K +$58.1K +1,040 +11%
DFCM
1638
Dark Forest Capital Management
Puerto Rico
$575K +$564K +10,083 New
NERM
1639
New England Research & Management
Illinois
$574K -$398K -7,121 -41%
GLA
1640
Good Life Advisors
Pennsylvania
$573K -$78.9K -1,411 -12%
KFA
1641
Kelleher Financial Advisors
New York
$572K +$561K +10,037 New
EI
1642
Ellevest Inc
New York
$570K +$95.2K +1,703 +21%
RGC
1643
Roberts, Glore & Co
Illinois
$567K – – –
DA
1644
Dillon & Associates
Michigan
$567K +$86.7K +1,550 +18%
FSA
1645
Franklin Street Advisors
North Carolina
$565K +$5.48K +98 +1%
MSFS
1646
Main Street Financial Solutions
Pennsylvania
$562K +$10.6K +189 +2%
CAM
1647
Campion Asset Management
Virginia
$561K -$21K -375 -4%
CA
1648
Crumly & Associates
Illinois
$561K +$191K +3,411 +53%
MCM
1649
Manchester Capital Management
Vermont
$560K +$17.1K +306 +3%
CT
1650
Cambridge Trust
Massachusetts
$559K -$783 -14 -0.1%