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Name Holding Trade Value Shares
Change
Change in
Stake
BP
1651
Broadleaf Partners
Ohio
$558K
TCM
1652
Tradewinds Capital Management
Washington
$558K +$3.35K +60 +0.6%
GM
1653
GeoWealth Management
Illinois
$556K +$61.6K +1,102 +13%
PFWA
1654
Paces Ferry Wealth Advisors
Georgia
$555K +$16.7K +299 +3%
NG
1655
Northstar Group
New York
$552K
LC
1656
Lavaca Capital
Texas
$551K -$358K -6,395 -40%
MMA
1657
Miracle Mile Advisors
California
$551K +$44.7K +799 +9%
APP
1658
Alpha Paradigm Partners
Illinois
$550K +$539K +9,645 New
OWA
1659
Octavia Wealth Advisors
Ohio
$549K -$6.71K -120 -1%
RDWM
1660
Red Door Wealth Management
Tennessee
$546K +$300K +5,364 +127%
FDS
1661
Freedom Day Solutions
Texas
$545K +$14.9K +266 +3%
NAS
1662
Nicolet Advisory Services
Wisconsin
$545K +$40.9K +732 +8%
JF
1663
Jump Financial
Illinois
$544K -$954K -17,057 -64%
BIC
1664
Beach Investment Counsel
Pennsylvania
$543K
BL
1665
Balentine LLC
Georgia
$543K +$55.5K +993 +12%
MCP
1666
Mirador Capital Partners
California
$542K +$104K +1,853 +24%
Boston Partners
1667
Boston Partners
Massachusetts
$538K -$2M -35,721 -79%
PWMAG
1668
Pinnacle Wealth Management Advisory Group
New Jersey
$535K -$5.48K -98 -1%
FC
1669
Forte Capital
New York
$532K +$34.5K +617 +7%
TFS
1670
Thoroughbred Financial Services
Tennessee
$528K +$32.5K +582 +7%
MPW
1671
Monterey Private Wealth
California
$528K +$111K +1,980 +27%
CQS
1672
Credential Qtrade Securities
$527K -$854K -15,279 -62%
FM
1673
Foster & Motley
Ohio
$526K +$62.6K +1,120 +14%
FIM
1674
Freedom Investment Management
Connecticut
$522K +$11K +197 +2%
BWM
1675
Biltmore Wealth Management
Arizona
$519K -$3.02K -54 -0.6%