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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1051
Whalerock Point Partners
Rhode Island
$536K
IIC
1052
Integrated Investment Consultants
Michigan
$532K -$169K -330 -23%
C
1053
Certuity
Florida
$532K +$106K +207 +23%
CT
1054
Chicago Trust
Illinois
$527K -$44.5K -87 -7%
BFM
1055
Boothbay Fund Management
New York
$526K -$2.39M -4,675 -81%
SWM
1056
Scissortail Wealth Management
Oklahoma
$524K +$104K +204 +23%
RWB
1057
RMR Wealth Builders
New Jersey
$523K +$557K +1,088 New
AWM
1058
Avitas Wealth Management
California
$519K +$553K +1,079 New
Jane Street
1059
Jane Street
New York
$518K -$5.84M -11,408 -91%
WC
1060
Woodstock Corp
Massachusetts
$517K -$9.73K -19 -2%
MCWA
1061
Meadow Creek Wealth Advisors
Georgia
$517K +$193K +377 +54%
ZCA
1062
Zeke Capital Advisors
Pennsylvania
$516K +$549K +1,073 New
AWA
1063
Amplius Wealth Advisors
Pennsylvania
$513K -$18.9K -37 -3%
BFA
1064
Beaumont Financial Advisors
Massachusetts
$513K -$1.54K -3 -0.3%
PCA
1065
Pallas Capital Advisors
Massachusetts
$512K -$55.3K -108 -9%
DWT
1066
Dorsey & Whitney Trust
South Dakota
$509K +$9.73K +19 +2%
CGA
1067
Crescent Grove Advisors
Illinois
$508K -$3.07K -6 -0.6%
YC
1068
Yarbrough Capital
Tennessee
$507K
GFP
1069
Gryphon Financial Partners
Ohio
$505K -$132K -257 -20%
CPC
1070
Congress Park Capital
New York
$505K +$538K +1,050 New
WA
1071
Wealth Architects
California
$502K -$13.8K -27 -3%
GWM
1072
Geneos Wealth Management
Colorado
$501K -$169K -330 -24%
LFAS
1073
Level Four Advisory Services
Texas
$501K +$2.56K +5 +0.5%
OIA
1074
OneDigital Investment Advisors
Kansas
$500K -$562K -1,097 -51%
WBG
1075
Wharton Business Group
Pennsylvania
$498K