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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
601
AFT Forsyth & Company
Florida
$450K -$25.4K -225 -4%
SIA
602
Schechter Investment Advisors
Michigan
$449K -$112K -994 -17%
TBC
603
Ted Buchan & Co
California
$445K +$1.35K +12 +0.3%
Credit Agricole
604
Credit Agricole
France
$442K -$581K -5,157 -52%
KWA
605
Kingswood Wealth Advisors
California
$441K +$533K +4,730 New
PC
606
Pier Capital
Connecticut
$436K +$8.12K +72 +2%
MA
607
Montag & Associates
Georgia
$434K +$73.6K +653 +16%
GT
608
Greenleaf Trust
Michigan
$434K -$64K -568 -11%
MNBTD
609
Moody National Bank Trust Division
Texas
$433K +$7.21K +64 +1%
PCA
610
Pallas Capital Advisors
Massachusetts
$431K +$1.69K +15 +0.3%
CCA
611
Column Capital Advisors
Indiana
$431K +$66.2K +587 +15%
LG
612
LaFleur & Godfrey
Michigan
$426K +$334K +2,966 +185%
OGF
613
Orin Green Financial
California
$425K
WA
614
Wealth Alliance
New York
$425K -$98.1K -870 -16%
AI
615
Accredited Investors
Minnesota
$421K
S
616
ShariaPortfolio
Florida
$421K +$509K +4,517 New
TAM
617
Trust Asset Management
Texas
$418K
CCM
618
Coldstream Capital Management
Washington
$418K -$113K -998 -18%
SW
619
SteelPeak Wealth
California
$417K +$503K +4,466 New
EI
620
Ellevest Inc
New York
$415K +$3.61K +32 +0.7%
SFA
621
Sequoia Financial Advisors
Ohio
$412K +$30.2K +268 +6%
CMI
622
Clare Market Investments
Texas
$408K -$1.09M -9,695 -69%
VSQM
623
V-Square Quantitative Management
Illinois
$408K +$225K +1,994 +84%
MCC
624
Malaga Cove Capital
California
$406K +$308K +2,731 +168%
IAN
625
Integrated Advisors Network
Texas
$401K -$462K -4,095 -49%