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Name Holding Trade Value Shares
Change
Change in
Stake
ITG
551
Index Technologies Group
New York
$729K +$72.9K +341 +11%
WI
552
Wahed Invest
New York
$722K -$21.6K -101 -3%
PP
553
Patten & Patten
Tennessee
$719K
CFG
554
Citizens Financial Group
Rhode Island
$718K +$4.06K +19 +0.6%
PS
555
Principal Securities
Iowa
$717K +$64.8K +303 +10%
TCOT
556
Trust Company of Toledo
Ohio
$714K
CA
557
Clearstead Advisors
Ohio
$711K +$2.35K +11 +0.3%
KA
558
Kovack Advisors
Florida
$695K +$218K +1,018 +44%
GPA
559
Guerra Pan Advisors
New Jersey
$692K
RWM
560
Revisor Wealth Management
Ohio
$691K +$119K +556 +20%
CPA
561
Capital Planning Advisors
California
$682K
TA
562
Tectonic Advisors
Texas
$681K +$19.2K +90 +3%
RBI
563
Raiffeisen Bank International
Austria
$674K -$1.61M -7,529 -69%
MG
564
Mather Group
Illinois
$670K +$2.99K +14 +0.4%
Lazard Asset Management
565
Lazard Asset Management
New York
$669K
PWMAG
566
Pinnacle Wealth Management Advisory Group
New Jersey
$667K +$1.5K +7 +0.2%
MLL
567
Moody Lynn & Lieberson
Massachusetts
$667K +$5.56K +26 +0.8%
WA
568
Wealth Alliance
New York
$664K -$140K -657 -17%
CPA
569
Cardiff Park Advisors
California
$656K +$1.71K +8 +0.3%
BFO
570
Boston Family Office
Massachusetts
$655K
SCA
571
Snowden Capital Advisors
New York
$654K -$22.4K -105 -3%
Group One Trading
572
Group One Trading
Illinois
$650K -$174K -812 -21%
JWM
573
Jeppson Wealth Management
California
$647K +$214 +1 +0%
MAS
574
Meeder Advisory Services
Ohio
$642K +$37.4K +175 +6%
CFFP
575
Center for Financial Planning
Michigan
$641K