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Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1026
Richwood Investment Advisors
Ohio
$542K +$20.3K +70 +4%
BTI
1027
Blue Trust Inc
Georgia
$540K +$276K +952 +112%
AWM
1028
Accurate Wealth Management
Florida
$536K +$230K +792 +65%
SEIA
1029
Signature Estate & Investment Advisors
California
$535K +$87.7K +302 +18%
PI
1030
Pettee Investors
Connecticut
$535K
IWA
1031
IVC Wealth Advisors
Pennsylvania
$533K +$11K +38 +2%
KFA
1032
Kelleher Financial Advisors
New York
$533K
Man Group
1033
Man Group
United Kingdom
$530K -$2.98M -10,261 -84%
MC
1034
Moors & Cabot
Massachusetts
$527K -$188K -649 -25%
LSA
1035
Lion Street Advisors
Texas
$525K -$18.3K -63 -3%
SB
1036
Strategic Blueprint
Georgia
$520K -$20.9K -72 -4%
SIC
1037
Schwartz Investment Counsel
Michigan
$520K
Koshinski Asset Management
1038
Koshinski Asset Management
Illinois
$516K -$221K -762 -29%
NB
1039
Nicolet Bankshares
Wisconsin
$515K +$96.7K +333 +21%
CGL
1040
Clarius Group LLC
Washington
$513K -$7.55K -26 -1%
SIA
1041
SkyView Investment Advisors
New Jersey
$513K +$22.1K +76 +4%
DS
1042
DRW Securities
Illinois
$511K +$542K +1,866 New
BWM
1043
Brophy Wealth Management
New Hampshire
$510K +$542K +1,865 New
NFG
1044
Nations Financial Group
Iowa
$506K -$85.7K -295 -14%
RCG
1045
Regatta Capital Group
California
$504K +$1.45K +5 +0.3%
CCG
1046
Chatham Capital Group
Georgia
$504K
HTC
1047
Haverford Trust Company
Pennsylvania
$504K +$36.3K +125 +7%
DAM
1048
Diamant Asset Management
Connecticut
$502K -$30.5K -105 -5%
CA
1049
Cambridge Advisors
Nebraska
$502K -$12.5K -43 -2%
PPW
1050
Pasadena Private Wealth
California
$501K +$2.9K +10 +0.5%