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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
851
Beacon Financial Group
Texas
$511K -$5.14K -18 -1%
LIM
852
Longfellow Investment Management
Massachusetts
$508K +$3.71K +13 +0.7%
SWM
853
Shelton Wealth Management
Texas
$508K -$15.4K -54 -3%
SPC
854
Sigma Planning Corp
Michigan
$502K -$197K -689 -28%
NQWM
855
Northwest Quadrant Wealth Management
Oregon
$501K +$2K +7 +0.4%
APM
856
Advanced Portfolio Management
New York
$500K
WANY
857
Wealthspire Advisors (New York)
New York
$500K -$29.7K -104 -5%
SW
858
SkyOak Wealth
Michigan
$498K +$85.7K +300 +20%
IPW
859
Impact Partnership Wealth
Georgia
$498K +$506K +1,769 +5,897%
SIMG
860
Sonora Investment Management Group
Arizona
$498K
MMG
861
Monetary Management Group
Missouri
$494K
SFP
862
Shepherd Financial Partners
Massachusetts
$492K -$6K -21 -1%
SWP
863
Stratos Wealth Partners
Ohio
$488K +$54K +189 +12%
EHC
864
Everett Harris & Co
California
$486K +$15.7K +55 +3%
PI
865
PFG Investments
New York
$485K +$45.7K +160 +10%
1SB
866
1ST Source Bank
Indiana
$485K +$857 +3 +0.2%
JIC
867
Johnson Investment Counsel
Ohio
$481K -$34.3K -120 -6%
AWA
868
Arete Wealth Advisors
Illinois
$480K +$500K +1,748 New
CWM
869
Concentric Wealth Management
California
$479K
SEC
870
Seven Eight Capital
New York
$479K +$494K +1,729 New
GI
871
GAMMA Investing
California
$479K +$146K +510 +42%
TSW
872
Thompson Siegel & Walmsley
Virginia
$476K
VVP
873
Venture Visionary Partners
Ohio
$476K -$181K -633 -27%
Bank Julius Baer & Co
874
Bank Julius Baer & Co
Switzerland
$474K +$294K +1,028 +202%
CAG
875
Crestwood Advisors Group
Massachusetts
$473K +$2K +7 +0.4%