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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
751
Adalta Capital Management
New York
$588K -$33.8K -185 -5%
MWM
752
Mission Wealth Management
California
$588K -$149K -816 -20%
BFG
753
Beacon Financial Group
Texas
$587K -$125K -682 -17%
AFIA
754
America First Investment Advisors
Nebraska
$585K
OL
755
one8zero8 LLC
North Carolina
$581K
RT
756
Rockland Trust
Massachusetts
$580K -$306K -1,673 -34%
AIM
757
Alhambra Investment Management
Florida
$579K -$12.1K -66 -2%
AL
758
ADE LLC
Maryland
$577K
TWC
759
TD Waterhouse Canada
Ontario, Canada
$575K +$57.6K +315 +11%
IIM
760
Ipswich Investment Management
Massachusetts
$573K -$18.3K -100 -3%
ECM
761
Evergreen Capital Management
Washington
$573K +$88.8K +486 +18%
FFS
762
Founders Financial Securities
Maryland
$570K +$71.8K +393 +14%
FHA
763
Flagship Harbor Advisors
Massachusetts
$568K -$218K -1,195 -28%
PA
764
Parallel Advisors
California
$563K -$32.2K -176 -5%
SG
765
StoneX Group
New York
$560K +$31.3K +171 +6%
AWAG
766
ARS Wealth Advisors Group
Florida
$559K +$9.87K +54 +2%
SWM
767
Salvus Wealth Management
New Jersey
$554K +$20.3K +111 +4%
XT
768
XTX Topco
Cayman Islands
$553K +$556K +3,040 New
IA
769
Invested Advisors
Pennsylvania
$550K +$553K +3,025 New
SC
770
Syon Capital
California
$550K +$8.41K +46 +2%
GM
771
GeoWealth Management
Illinois
$544K -$17.4K -95 -3%
NB
772
NBT Bank
New York
$542K -$914 -5 -0.2%
LC
773
Lincoln Capital
Nebraska
$540K +$18.5K +101 +4%
SFG
774
Shum Financial Group
California
$537K -$18.3K -100 -3%
FRA
775
Frank Rimerman Advisors
California
$536K -$4.21K -23 -0.8%