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Name Holding Trade Value Shares
Change
Change in
Stake
EPW
426
Evolve Private Wealth
California
$444K +$126K +662 +40%
CFA
427
Collaborative Fund Advisors
Nevada
$441K +$440K +2,313 New
C
428
Certuity
Florida
$438K +$192K +1,007 +78%
JGUA
429
John G. Ullman & Associates
New York
$437K
S
430
SignatureFD
Georgia
$436K +$21.7K +114 +5%
M1FG
431
Mach-1 Financial Group
Arkansas
$436K +$211K +1,111 +94%
IA
432
IFP Advisors
Florida
$436K +$31.8K +167 +8%
SAI
433
Savvy Advisors Inc
New York
$428K +$21.1K +111 +5%
KCP
434
Kera Capital Partners
California
$428K +$428K +2,247 New
HFS
435
Hantz Financial Services
Michigan
$426K +$171K +898 +67%
SC
436
Saiph Capital
New Jersey
$423K
SI
437
Stephens Inc
Arkansas
$423K +$108K +565 +34%
CAM
438
Cresset Asset Management
Illinois
$421K +$114K +597 +37%
EW
439
Evoke Wealth
California
$421K +$420K +2,205 New
PA
440
Profund Advisors
Maryland
$409K +$48.2K +253 +13%
GT
441
Greenleaf Trust
Michigan
$405K +$11.2K +59 +3%
BFIM
442
Beese Fulmer Investment Management
Ohio
$404K +$172K +904 +75%
WJWM
443
Williams Jones Wealth Management
New York
$399K
QCM
444
QRG Capital Management
Illinois
$397K +$108K +566 +37%
BIM
445
Bridges Investment Management
Nebraska
$392K
ST
446
Sageworth Trust
Pennsylvania
$392K +$392K +2,058 New
FFA
447
Farther Finance Advisors
California
$389K +$26.5K +139 +7%
FM
448
Family Management
New York
$387K +$73.7K +387 +24%
TCA
449
Transcend Capital Advisors
New Jersey
$387K +$154K +811 +66%
ARC
450
Advisor Resource Council
Texas
$387K +$15.2K +80 +4%