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Name Holding Trade Value Shares
Change
Change in
Stake
CA
626
Clearstead Advisors
Ohio
$579K -$386K -8,343 -40%
ACIM
627
Azimuth Capital Investment Management
Michigan
$578K -$4.63K -100 -0.8%
LSL
628
Legacy Solutions LLC
Pennsylvania
$572K +$185 +4 +0%
MWA
629
Midland Wealth Advisors
Illinois
$572K +$72.8K +1,573 +15%
EAN
630
Excelsior Advisor Network
Colorado
$570K +$106K +2,295 +23%
Tudor Investment Corp
631
Tudor Investment Corp
Connecticut
$569K +$564K +12,203 New
CFP
632
Catalyst Financial Partners
Massachusetts
$567K +$54.6K +1,181 +11%
CCA
633
Cora Capital Advisors
New Jersey
$567K -$93 -2 -0%
SAG
634
SageView Advisory Group
California
$567K +$28.3K +612 +5%
PA
635
Pinnacle Associates
New York
$565K +$24.9K +538 +5%
CCA
636
Checchi Capital Advisers
California
$565K +$21.9K +474 +4%
SWA
637
Shah Wealth Advisors
California
$555K +$550K +11,899 New
HAG
638
HighPoint Advisor Group
Illinois
$554K +$10.8K +234 +2%
FCP
639
Fidelis Capital Partners
Florida
$553K +$46.9K +1,013 +9%
ISL
640
Ingalls & Snyder LLC
New York
$551K -$114K -2,454 -17%
BG
641
Bollard Group
Massachusetts
$550K +$4.44K +96 +0.8%
VCAM
642
Van Cleef Asset Management
Ohio
$548K +$1.43K +31 +0.3%
SI
643
Seeds Investor
New York
$548K +$11.6K +251 +2%
ASN
644
Advisory Services Network
Georgia
$543K +$113K +2,446 +27%
FC
645
Financial Consulate
Maryland
$541K +$1.9K +41 +0.4%
CAM
646
Campion Asset Management
Virginia
$538K +$6.48K +140 +1%
LIA
647
LSP Investment Advisors
New York
$537K -$81.1K -1,754 -13%
WPC
648
Wedmont Private Capital
Pennsylvania
$534K +$15.9K +343 +3%
WAM
649
Wakefield Asset Management
Colorado
$532K +$16.6K +359 +3%
CWS
650
Confluence Wealth Services
Pennsylvania
$530K +$148K +3,193 +39%