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Name Holding Trade Value Shares
Change
Change in
Stake
TBNY
1301
Trustco Bank (New York)
New York
$727K -$40.7K -575 -5%
CCA
1302
Checchi Capital Advisers
California
$726K +$16.5K +233 +2%
BDFN
1303
Bond & Devick Financial Network
Minnesota
$726K -$24.4K -344 -3%
CC
1304
Cipher Capital
New York
$723K -$2.14M -30,226 -74%
ACA
1305
Aptus Capital Advisors
Alabama
$720K +$207K +2,922 +40%
FFA
1306
Farther Finance Advisors
California
$719K +$326K +4,597 +81%
SRG
1307
SBB Research Group
Illinois
$718K +$5.74K +81 +0.8%
USCWA
1308
U.S. Capital Wealth Advisors
Texas
$717K -$134K -1,897 -16%
AP
1309
Appleton Partners
Massachusetts
$709K -$108K -1,528 -13%
BWP
1310
Baldwin Wealth Partners
Massachusetts
$709K -$328K -4,625 -31%
AWA
1311
Aaron Wealth Advisors
Illinois
$704K -$1.54M -21,777 -68%
LCWP
1312
Legacy Capital Wealth Partners
Arkansas
$701K +$711K +10,037 New
CIA
1313
Compass Ion Advisors
Pennsylvania
$701K +$711K +10,035 New
SA
1314
Syntax Advisors
New York
$696K +$63.1K +890 +10%
VCG
1315
Vantage Consulting Group
Virginia
$696K +$63.1K +890 +10%
RIA
1316
Realta Investment Advisors
Delaware
$695K – – –
IF
1317
IRON Financial
Illinois
$692K +$428K +6,045 +156%
AWM
1318
Alterna Wealth Management
Texas
$689K -$33.8K -477 -5%
FCH
1319
Freestone Capital Holdings
Washington
$689K -$379K -5,342 -35%
Massachusetts Financial Services
1320
Massachusetts Financial Services
Massachusetts
$687K -$195K -2,752 -22%
MYLI
1321
Meiji Yasuda Life Insurance
Japan
$686K -$66.7K -941 -9%
DLHL
1322
Donald L. Hagan LLC
Florida
$686K -$16.5K -233 -2%
CWAG
1323
Compton Wealth Advisory Group
Virginia
$683K -$19.5K -275 -3%
ICM
1324
IMS Capital Management
Oregon
$681K +$13.7K +194 +2%
BMCM
1325
Burns Matteson Capital Management
New York
$681K +$691K +9,747 New