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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
376
Beaumont Financial Advisors
Massachusetts
$843K -$19.1K -270 -2%
PAG
377
Private Advisory Group
Washington
$842K +$778K +11,004 New
CHAM
378
Clear Harbor Asset Management
Connecticut
$837K
IA
379
IFP Advisors
Florida
$832K +$683K +9,667 +800%
ACM
380
Argyle Capital Management
Pennsylvania
$827K -$56.8K -803 -7%
JPMIA
381
J.P. Marvel Investment Advisors
Massachusetts
$825K -$32.7K -463 -4%
TPCW
382
TD Private Client Wealth
New York
$825K -$156K -2,201 -17%
GDP
383
Great Diamond Partners
Maine
$802K +$741K +10,489 New
LWL
384
Leo Wealth LLC
Texas
$800K +$720K +10,186 New
RRA
385
Round Rock Advisors
Connecticut
$781K +$722K +10,211 New
GT
386
Greenleaf Trust
Michigan
$772K +$8.62K +122 +1%
RWP
387
RWA Wealth Partners
Massachusetts
$771K +$336K +4,753 +89%
ACA
388
Arena Capital Advisors
California
$765K
Wellington Management Group
389
Wellington Management Group
Massachusetts
$752K +$8.84K +125 +1%
TFS
390
Thoroughbred Financial Services
Tennessee
$745K -$21.3K -301 -3%
OAM
391
Oxford Asset Management
United Kingdom
$745K +$688K +9,735 New
BC
392
Bridgefront Capital
Texas
$742K +$299K +4,228 +77%
WI
393
Wintrust Investments
Illinois
$709K -$45.4K -643 -6%
OWA
394
One Wealth Advisors
California
$700K -$29.3K -414 -4%
BFG
395
Bleakley Financial Group
New Jersey
$700K -$25.3K -358 -4%
SS
396
Simplicity Solutions
Minnesota
$699K -$26.2K -370 -4%
OFG
397
OmniStar Financial Group
North Carolina
$691K +$25.4K +359 +4%
CG
398
CFO4Life Group
Texas
$682K +$630K +8,915 New
FT
399
Fiduciary Trust
Massachusetts
$674K -$495 -7 -0.1%
AG
400
Ascent Group
Virginia
$667K -$25.2K -357 -4%