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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
451
Matthew Hamilton Rosenberg
$258K +$12.3K +135 +5%
VA
452
VestGen Advisors
Illinois
$256K +$13.5K +148 +6%
WSWA
453
Warren Street Wealth Advisors
California
$252K +$4.11K +45 +2%
FFG
454
Fiduciary Financial Group
California
$250K +$240K +2,632 New
IC
455
Inscription Capital
Texas
$250K +$5.93K +65 +3%
AWM
456
Ariadne Wealth Management
California
$248K +$730 +8 +0.3%
FDCDDQ
457
Federation des caisses Desjardins du Quebec
Quebec, Canada
$247K -$2.46K -27 -1%
NPT
458
National Philanthropic Trust
Pennsylvania
$247K +$237K +2,599 New
SP
459
Stonebrook Private
Michigan
$247K +$237K +2,599 New
LWPC
460
Legacy Wealth Partners (Colorado)
Colorado
$244K
MWM
461
Modera Wealth Management
New Jersey
$242K +$232K +2,547 New
APP
462
Avantax Planning Partners
Iowa
$241K
BBA
463
Braun-Bostich & Associates
Pennsylvania
$240K -$3.38K -37 -1%
PC
464
Permanens Capital
New York
$240K +$231K +2,526 New
LWA
465
Legacy Wealth Advisors
Florida
$239K +$229K +2,512 New
SCA
466
Snowden Capital Advisors
New York
$239K -$1.19K -13 -0.5%
IAS
467
Insigneo Advisory Services
Florida
$238K -$44.5K -488 -16%
AFAS
468
Acorn Financial Advisory Services
Virginia
$238K
ACP
469
Aviance Capital Partners
Florida
$238K +$228K +2,500 New
WG
470
Winton Group
United Kingdom
$238K +$228K +2,500 New
CBU
471
CIBC Bancorp USA
Illinois
$238K +$228K +2,498 New
Nisa Investment Advisors
472
Nisa Investment Advisors
Missouri
$237K +$19.5K +214 +9%
DE
473
Diversified Enterprises
Delaware
$235K -$5.47K -60 -2%
RWM
474
Revisor Wealth Management
Ohio
$235K +$226K +2,472 New
HCWM
475
Hidden Cove Wealth Management
Washington
$232K +$223K +2,445 New