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Name Holding Trade Value Shares
Change
Change in
Stake
AC
1476
Avestar Capital
New York
$789K -$57.4K -595 -7%
RIA
1477
Realta Investment Advisors
Delaware
$789K +$39.4K +408 +5%
MFC
1478
Mechanics Financial Corp
Ohio
$788K +$14.2K +147 +2%
JDR
1479
Jay D. Rosenbaum
$788K +$40K +415 +5%
PCA
1480
Private Capital Advisors
Connecticut
$787K
MAA
1481
Mraz Amerine & Associates
California
$787K -$5.79K -60 -0.7%
1IA
1482
1620 Investment Advisors
Massachusetts
$787K +$20.5K +212 +3%
TFA
1483
Teamwork Financial Advisors
Texas
$776K -$1.76M -18,264 -69%
VHAM
1484
Van Hulzen Asset Management
California
$776K +$3.47K +36 +0.4%
KOC
1485
Koss-Olinger Consulting
Florida
$775K -$170K -1,762 -17%
TC
1486
Toews Corporation
New Jersey
$773K -$328K -3,400 -29%
AIA
1487
Alera Investment Advisors
Illinois
$767K -$35.4K -367 -4%
EM
1488
ELCO Management
New York
$767K -$19.3K -200 -2%
HI
1489
Humankind Investments
New York
$766K +$56.9K +590 +8%
HAG
1490
HF Advisory Group
Maryland
$766K +$793K +8,220 New
SFB
1491
STAR Financial Bank
Indiana
$765K +$792K +8,207 New
CW
1492
CIC Wealth
Maryland
$764K +$792K +8,203 New
MCA
1493
Millennium Capital Advisors
Arkansas
$762K -$57.9K -600 -7%
NVIM
1494
New Vernon Investment Management
Illinois
$761K
DWP
1495
Destiny Wealth Partners
Florida
$760K +$7.24K +75 +0.9%
VWA
1496
V Wealth Advisors
Kansas
$756K +$11.8K +122 +2%
APC
1497
Aspire Private Capital
North Carolina
$756K +$23.6K +245 +3%
CWM
1498
Congress Wealth Management
Massachusetts
$754K +$245K +2,542 +46%
MMPW
1499
Mitchell McLeod Pugh & Williams
Alabama
$752K
BOPW
1500
Brandywine Oak Private Wealth
Pennsylvania
$748K +$96 +1 +0%