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Name Holding Trade Value Shares
Change
Change in
Stake
BH
2426
Burk Holdings
Oklahoma
$520K +$140K +2,057 +37%
SPI
2427
Sutton Place Investors
New York
$519K +$11.2K +165 +2%
LGA
2428
Lebenthal Global Advisors
New York
$519K -$196K -2,870 -27%
ATFA
2429
All Terrain Financial Advisors
Minnesota
$518K
NFTC
2430
North Forty Two & Co
Oregon
$518K
OSNBOA
2431
Old Second National Bank of Aurora
Illinois
$518K +$545 +8 +0.1%
SL
2432
Sentinus LLC
Illinois
$517K +$65K +954 +14%
PFGIA
2433
Patriot Financial Group Insurance Agency
Massachusetts
$517K -$86.8K -1,273 -14%
EW
2434
Elyxium Wealth
California
$516K -$31.6K -463 -6%
KA
2435
KDT Advisors
New York
$515K -$187K -2,750 -27%
PAS
2436
Professional Advisory Services
Florida
$515K
BWM
2437
BigSur Wealth Management
Florida
$513K
MPWS
2438
McCarter Private Wealth Services
Massachusetts
$513K +$8.32K +122 +2%
NAMP
2439
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$512K
OFA
2440
Oak Family Advisors
Illinois
$512K +$71.9K +1,055 +16%
BAWM
2441
Bennett Associates Wealth Management
Pennsylvania
$511K +$4.43K +65 +0.9%
PPC
2442
Park Place Capital
Alabama
$511K -$13.1K -192 -3%
MHC
2443
May Hill Capital
Massachusetts
$509K +$22.1K +324 +5%
SPWM
2444
Spartan Planning & Wealth Management
North Carolina
$508K -$2.04K -30 -0.4%
TA
2445
TrueWealth Advisors
Alabama
$508K -$11.5K -168 -2%
RF
2446
Rossby Financial
Florida
$508K +$46.3K +679 +10%
BFS
2447
BridgePort Financial Solutions
Iowa
$507K +$232K +3,409 +85%
FFA
2448
Florida Financial Advisors
Florida
$506K -$28.4K -416 -5%
NP
2449
Ninepoint Partners
Ontario, Canada
$505K +$504K +7,388 New
GAM
2450
GEM Asset Management
Michigan
$505K +$1.02K +15 +0.2%