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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
876
Insigneo Advisory Services
Florida
$432K +$65.2K +1,236 +19%
CF
877
Centaurus Financial
California
$432K -$1.95K -37 -0.5%
SWMP
878
Signature Wealth Management Partners
New Jersey
$431K – – –
NL
879
NWAM LLC
Washington
$430K +$416K +7,873 New
BFO
880
Biltmore Family Office
North Carolina
$428K +$2.11K +40 +0.5%
Klingenstein Fields & Co
881
Klingenstein Fields & Co
New York
$427K – – –
MPAM
882
Murphy Pohlad Asset Management
Minnesota
$426K – – –
Schonfeld Strategic Advisors
883
Schonfeld Strategic Advisors
New York
$426K -$746K -14,138 -64%
PA
884
PSI Advisors
Florida
$426K +$42.3K +802 +11%
World Investment Advisors
885
World Investment Advisors
California
$425K +$67.1K +1,271 +20%
AFG
886
Allegheny Financial Group
Pennsylvania
$425K -$528 -10 -0.1%
HBK Sorce Advisory
887
HBK Sorce Advisory
Pennsylvania
$424K +$14.6K +277 +4%
BWS
888
Buck Wealth Strategies
Colorado
$420K -$206K -3,895 -34%
SF
889
Symphony Financial
Texas
$420K -$161K -3,056 -29%
ABN AMRO Investment Solutions
890
ABN AMRO Investment Solutions
$419K – – –
MIP
891
Marietta Investment Partners
Wisconsin
$413K – – –
HI
892
Hoey Investments
Pennsylvania
$412K – – –
RFN
893
RDA Financial Network
Iowa
$412K -$39.5K -749 -9%
Belpointe Asset Management
894
Belpointe Asset Management
Nevada
$411K -$74.3K -1,408 -16%
BCCM
895
Bridge Creek Capital Management
Massachusetts
$411K -$1.34M -25,381 -77%
Smithfield Trust
896
Smithfield Trust
Pennsylvania
$408K -$34.5K -654 -8%
R.M. Davis Inc
897
R.M. Davis Inc
Maine
$408K -$10.7K -202 -3%
FFG
898
Fiduciary Financial Group
California
$408K +$68.4K +1,295 +20%
HA
899
Herold Advisors
New York
$408K -$5.12K -97 -1%
Lazard Asset Management
900
Lazard Asset Management
New York
$406K +$581 +11 +0.1%