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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
451
Intelligent Financial Strategies
Minnesota
$817K +$179 +1 +0%
CS
452
Comerica Securities
Michigan
$806K -$24.5K -137 -3%
JCM
453
Jacobi Capital Management
Pennsylvania
$801K +$17.7K +99 +2%
SPC
454
Sigma Planning Corp
Michigan
$800K -$92.3K -517 -10%
TD Asset Management
455
TD Asset Management
Ontario, Canada
$799K -$31.6K -177 -4%
AO
456
Advisor OS
Illinois
$798K +$35.3K +198 +4%
VCA
457
Verdence Capital Advisors
Maryland
$798K +$56.9K +319 +7%
VT
458
Vise Technologies
New York
$798K -$54.5K -305 -6%
MPPW
459
Mitchell & Pahl Private Wealth
Oklahoma
$794K +$25K +140 +3%
SCP
460
Shorepoint Capital Partners
Massachusetts
$794K -$485K -2,717 -37%
CFA
461
CWS Financial Advisors
Michigan
$791K -$3.93K -22 -0.5%
QCG
462
Quadrant Capital Group
Ohio
$787K -$132K -742 -14%
CCA
463
Cobblestone Capital Advisors
New York
$786K -$680K -3,807 -46%
PA
464
Probity Advisors
Texas
$783K +$806K +4,515 New
TSS
465
Two Sigma Securities
New York
$779K +$801K +4,488 New
SPIA
466
Steward Partners Investment Advisory
New York
$777K +$49.3K +276 +7%
MSFS
467
Main Street Financial Solutions
Pennsylvania
$775K -$1.96K -11 -0.2%
AM
468
AGF Management
Ontario, Canada
$775K +$1.78K +10 +0.2%
RIA
469
Realta Investment Advisors
Delaware
$766K -$37.3K -209 -5%
PA
470
Procyon Advisors
Connecticut
$764K +$580K +3,248 +281%
WG
471
Welch Group
Alabama
$763K
BPC
472
Banque Pictet & Cie
Switzerland
$760K -$23.7K -133 -3%
PNAA
473
Pictet North America Advisors
Switzerland
$760K -$23.7K -133 -3%
FTDI
474
First Trust Direct Indexing
Massachusetts
$754K -$76.8K -430 -9%
CCG
475
Cypress Capital Group
Florida
$752K -$16.2K -91 -2%