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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1476
Geller Advisors
New York
$484K +$5.73K +75 +1%
RWMG
1477
Redwood Wealth Management Group
New Jersey
$483K -$20.5K -268 -4%
MFG
1478
Midwest Financial Group
Kansas
$481K +$23.7K +310 +5%
HI
1479
Harbour Investments
Wisconsin
$481K -$26.7K -350 -5%
SFP
1480
Shepherd Financial Partners
Massachusetts
$479K +$18K +236 +4%
DWA
1481
Douglass Winthrop Advisors
New York
$478K +$111K +1,448 +32%
WIP
1482
WealthCare Investment Partners
Rhode Island
$477K -$25.4K -333 -5%
IFWM
1483
Institute for Wealth Management
Colorado
$475K -$9.32K -122 -2%
TF
1484
Tompkins Financial
New York
$473K -$20.4K -267 -4%
WFAG
1485
Wescott Financial Advisory Group
Pennsylvania
$472K +$8.55K +112 +2%
CAM
1486
Campion Asset Management
Virginia
$471K -$54.4K -712 -11%
PFBT
1487
Parkside Financial Bank & Trust
Missouri
$468K +$13.1K +172 +3%
KFI
1488
Key Financial Inc
Pennsylvania
$467K – – –
FFG
1489
Frisch Financial Group
New York
$465K +$1.83K +24 +0.4%
SWA
1490
Stratos Wealth Advisors
Ohio
$465K -$139K -1,825 -24%
LA
1491
LexAurum Advisors
Kansas
$463K -$75.1K -983 -14%
PCM
1492
Perkins Capital Management
Minnesota
$462K – – –
CTFG
1493
Capstone Triton Financial Group
Oklahoma
$461K -$52K -681 -11%
SMH
1494
Sanders Morris Harris
Texas
$461K +$17.3K +227 +4%
MWA
1495
Meridian Wealth Advisors
Texas
$460K -$3.82K -50 -0.9%
KFA
1496
Krane Funds Advisors
New York
$459K +$198K +2,591 +69%
WJWM
1497
Williams Jones Wealth Management
New York
$459K +$13.6K +178 +3%
QI
1498
Qtron Investments
Massachusetts
$458K -$118K -1,542 -21%
AC
1499
Abbrea Capital
California
$458K -$19.5K -255 -4%
EFG
1500
Everhart Financial Group
Ohio
$458K +$173K +2,260 +65%
58 59
60
61 62