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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
751
Sonata Capital Group
Washington
$262K -$19.2K -100 -6%
FFC
752
Frederick Financial Consultants
Maryland
$262K +$6.73K +35 +2%
HCM
753
Hengehold Capital Management
Ohio
$261K – – –
OFG
754
Oxford Financial Group
Indiana
$261K – – –
NAS
755
Nicolet Advisory Services
Wisconsin
$258K -$21.7K -113 -7%
CFO
756
Callan Family Office
Pennsylvania
$257K -$28.1K -146 -9%
SWM
757
SeaCrest Wealth Management
New York
$257K -$36.7K -191 -12%
FMLI
758
Fukoku Mutual Life Insurance
Japan
$255K – – –
TPCW
759
TD Private Client Wealth
New York
$255K +$84K +437 +43%
BIM
760
Baldwin Investment Management
Pennsylvania
$255K – – –
PCS
761
Personal CFO Solutions
New Jersey
$254K -$7.31K -38 -3%
CWA
762
Clarus Wealth Advisors
Arizona
$254K +$294K +1,530 New
PCIA
763
Prime Capital Investment Advisors
Kansas
$252K -$20.2K -105 -7%
PA
764
Profund Advisors
Maryland
$251K -$21.3K -111 -7%
VFA
765
Valeo Financial Advisors
Indiana
$251K -$3.08K -16 -1%
HCM
766
Howland Capital Management
Massachusetts
$247K – – –
EE
767
EWG Elevate
California
$246K -$385 -2 -0.1%
AAP
768
Aristotle Atlantic Partners
Florida
$246K – – –
LCM
769
Logan Capital Management
Pennsylvania
$246K – – –
OHWA
770
Oak Hill Wealth Advisors
Virginia
$246K – – –
DS
771
DRW Securities
Illinois
$246K +$269K +1,400 New
PMFA
772
Plante Moran Financial Advisors
Michigan
$245K – – –
CI
773
Cigna Investments
Connecticut
$245K -$4.81K -25 -2%
FFM
774
Forum Financial Management
Illinois
$244K – – –
CA
775
Commerzbank Aktiengesellschaft
Germany
$243K – – –