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Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
FDx Advisors
Illinois
$479K
BFO
527
Boston Family Office
Massachusetts
$478K
Lido Advisors
528
Lido Advisors
California
$476K +$39K +266 +9%
JF
529
Jump Financial
Illinois
$471K +$455K +3,097 New
KA
530
Kintegral Advisory
New York
$469K -$24.4K -166 -5%
MOS
531
MGO One Seven
Ohio
$468K +$100K +681 +28%
CFFP
532
Center for Financial Planning
Michigan
$467K -$147 -1 -0%
AWM
533
Apollon Wealth Management
South Carolina
$461K +$37.7K +257 +9%
SL
534
Sentry LLC
Tennessee
$461K +$446K +3,035 New
SIMG
535
Sonora Investment Management Group
Arizona
$459K -$1.32K -9 -0.3%
BPA
536
Beacon Pointe Advisors
California
$457K -$8.96K -61 -2%
TTWM
537
TCV Trust & Wealth Management
Virginia
$457K +$57.1K +389 +15%
TPCW
538
TD Private Client Wealth
New York
$455K +$117K +797 +36%
LNC
539
Lincoln National Corp
Pennsylvania
$452K +$9.54K +65 +2%
MJP
540
Michael J. Puzo
$452K
SSW
541
Smith Shellnut Wilson
Mississippi
$449K
PP
542
Patten & Patten
Tennessee
$449K
FCI
543
Financial Counselors Inc
Kansas
$445K -$110K -752 -20%
FCFC
544
First Commonwealth Financial Corp
Pennsylvania
$443K -$37.9K -258 -8%
AB
545
Atlas Brown
Kentucky
$443K
Luther King Capital Management (LKCM)
546
Luther King Capital Management (LKCM)
Texas
$438K -$24.7K -168 -6%
FM
547
Foster & Motley
Ohio
$434K -$2.5K -17 -0.6%
SPC
548
Sigma Planning Corp
Michigan
$431K +$97.5K +664 +31%
CHP
549
Cable Hill Partners
Oregon
$431K +$34.8K +237 +9%
MWPCG
550
Measured Wealth Private Client Group
New Hampshire
$430K +$9.69K +66 +2%