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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1076
Compass Ion Advisors
Pennsylvania
$626K -$30.7K -527 -5%
PGF
1077
Plan Group Financial
Oklahoma
$625K +$106K +1,822 +22%
PA
1078
Parallel Advisors
California
$623K -$438K -7,512 -43%
MGIA
1079
Moneta Group Investment Advisors
Missouri
$622K -$194K -3,329 -25%
RIA
1080
Regal Investment Advisors
Michigan
$621K -$4.23M -72,474 -88%
KCM
1081
Kendall Capital Management
Maryland
$619K -$131K -2,247 -19%
CANY
1082
Caxton Associates (New York)
New York
$617K +$572K +9,811 New
AWM
1083
Alterna Wealth Management
Texas
$616K -$49.3K -845 -8%
SWM
1084
Spire Wealth Management
Virginia
$614K -$28.4K -486 -5%
CF
1085
Clarity Financial
Texas
$612K +$82.9K +1,421 +17%
SAM
1086
Smartleaf Asset Management
Massachusetts
$612K -$75.2K -1,289 -11%
FCA
1087
FinTrust Capital Advisors
South Carolina
$611K -$111K -1,897 -16%
BIC
1088
Beach Investment Counsel
Pennsylvania
$609K -$10.7K -183 -2%
NDSI
1089
Newman Dignan & Sheerar Inc
Rhode Island
$609K -$388K -6,659 -39%
AWM
1090
Axxcess Wealth Management
California
$608K -$263K -4,511 -32%
BFO
1091
Boston Family Office
Massachusetts
$600K -$4.25M -72,847 -88%
CF
1092
Copperwynd Financial
Arizona
$597K -$10.2K -175 -2%
VT
1093
Vise Technologies
New York
$596K -$158K -2,704 -22%
Fayez Sarofim & Co
1094
Fayez Sarofim & Co
Texas
$596K
ACP
1095
Aviance Capital Partners
Florida
$595K -$28.9K -496 -5%
FNBTCON
1096
First National Bank & Trust Co of Newtown
Pennsylvania
$591K
PHIC
1097
Pine Haven Investment Counsel
Massachusetts
$584K -$49.5K -849 -8%
BAM
1098
Belpointe Asset Management
Nevada
$582K -$35.9K -616 -6%
AF
1099
Aviso Financial
Ontario, Canada
$581K +$121K +2,068 +29%
UAS
1100
United Asset Strategies
New York
$580K +$12.4K +212 +2%