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Name Holding Trade Value Shares
Change
Change in
Stake
FC
951
FORA Capital
Florida
$652K -$1.71M -75,696 -70%
BP
952
Ballentine Partners
Massachusetts
$652K -$110K -4,868 -13%
LCGC
953
Legacy Capital Group California
California
$650K -$2.59K -115 -0.4%
CT
954
Chicago Trust
Illinois
$649K -$75.2K -3,336 -9%
RPCONE
955
Retirement Planning Company of New England
Rhode Island
$649K -$33.4K -1,481 -4%
NWM
956
Northcape Wealth Management
New York
$645K -$22.2K -983 -3%
AF
957
Advisornet Financial
Minnesota
$645K +$48.9K +2,171 +7%
CA
958
Crewe Advisors
Utah
$641K -$98.5K -4,368 -12%
FIA
959
Foundations Investment Advisors
Arizona
$640K +$19.3K +857 +3%
BHIA
960
Birch Hill Investment Advisors
Massachusetts
$638K
LFA
961
Legend Financial Advisors
Pennsylvania
$637K -$13.4K -595 -2%
DIP
962
DT Investment Partners
Pennsylvania
$637K
TCM
963
Triumph Capital Management
Colorado
$636K -$91.1K -4,041 -11%
OAM
964
Ostrum Asset Management
France
$636K +$14.1K +624 +2%
NCM
965
Northwest Capital Management
Oregon
$634K -$46.5K -2,064 -6%
MMG
966
Monetary Management Group
Missouri
$633K -$56.4K -2,500 -7%
CF
967
Copperwynd Financial
Arizona
$630K -$492K -21,828 -41%
UA
968
Unison Advisors
District of Columbia
$629K +$3.72K +165 +0.5%
WP
969
WealthPLAN Partners
Nebraska
$625K -$7.84K -348 -1%
RIL
970
Rothschild Investment LLC
Illinois
$619K -$49.6K -2,202 -7%
SRC
971
Shufro Rose & Co
New York
$618K -$3.02M -134,188 -81%
FHC
972
First Heartland Consultants
Missouri
$615K +$692K +30,698 New
EGA
973
Eagle Global Advisors
Texas
$613K +$689K +30,551 New
GC
974
Guidance Capital
Kentucky
$611K +$181K +8,010 +38%
SEP
975
Southland Equity Partners
Missouri
$608K +$684K +30,326 New