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Name Holding Trade Value Shares
Change
Change in
Stake
TW
826
Tempo Wealth
Ohio
$478K +$1.15K +4 +0.2%
HAIM
827
Hunter Associates Investment Management
Pennsylvania
$477K – – –
VVP
828
Venture Visionary Partners
Ohio
$474K +$577 +2 +0.1%
PCM
829
Polymer Capital Management
New York
$471K -$853K -2,960 -64%
CIC
830
Carnegie Investment Counsel
Ohio
$470K – – –
AWMS
831
Advocacy Wealth Management Services
Georgia
$470K +$15.3K +53 +3%
O
832
Ossiam
France
$459K -$3.94M -13,667 -89%
CIS
833
Custom Index Systems
New York
$456K +$16.7K +58 +4%
LFG
834
Larson Financial Group
Missouri
$455K -$377K -1,307 -45%
ST
835
Smithfield Trust
Pennsylvania
$455K – – –
PE
836
PCM Encore
Colorado
$451K -$51.9K -180 -10%
SAM
837
Seelaus Asset Management
New Jersey
$450K -$43.2K -150 -9%
FIA
838
Foundations Investment Advisors
Arizona
$448K +$22.2K +77 +5%
CA
839
Claro Advisors
Massachusetts
$446K -$61.7K -214 -12%
CWM
840
Compass Wealth Management
Connecticut
$446K +$455K +1,577 New
WA
841
Wealth Architects
California
$446K +$2.31K +8 +0.5%
MWM
842
Meridian Wealth Management
Kentucky
$446K +$8.07K +28 +2%
PCS
843
Personal CFO Solutions
New Jersey
$445K +$221K +766 +95%
DWT
844
Dorsey & Whitney Trust
South Dakota
$441K -$16.1K -56 -3%
EFS
845
Essex Financial Services
Connecticut
$439K +$70.1K +243 +19%
CWM
846
Cornerstone Wealth Management
Missouri
$438K +$232K +804 +108%
CF
847
Centaurus Financial
California
$437K -$42.7K -148 -9%
AW
848
Alteri Wealth
California
$436K +$103K +357 +30%
NAAA
849
New Age Alpha Advisors
New York
$434K -$2.04M -7,073 -82%
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$431K -$50.7K -176 -10%