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Name Holding Trade Value Shares
Change
Change in
Stake
MA
1676
MONECO Advisors
Connecticut
$784K +$23.1K +372 +3%
LC
1677
Lindbrook Capital
California
$784K +$30K +483 +4%
WW
1678
Waterfront Wealth
Kansas
$784K +$200K +3,222 +32%
CMANY
1679
Capital Management Associates (New York)
New York
$784K +$559K +9,000 +180%
WAC
1680
William Allan Corp
Colorado
$782K +$55.9K +900 +7%
GEA
1681
Glen Eagle Advisors
New Jersey
$781K -$62.6K -1,007 -7%
DA
1682
DSC Advisors
Illinois
$779K -$273K -4,387 -24%
PH
1683
Pinnacle Holdings
Oklahoma
$777K +$7.96K +128 +0.9%
LSPW
1684
Lake Street Private Wealth
Illinois
$774K +$59.4K +956 +7%
AFA
1685
American Financial Advisors
Georgia
$773K +$858K +13,800 New
MP
1686
McDonald Partners
Ohio
$772K -$606K -9,755 -41%
PIP
1687
Peachtree Investment Partners
Florida
$772K -$19.9K -321 -2%
PCG
1688
Prosperity Consulting Group
Maryland
$772K -$5.9K -95 -0.7%
TA
1689
Tiedemann Advisors
New York
$771K +$65.8K +1,058 +8%
HI
1690
Hendershot Investments
Virginia
$770K +$9.32K +150 +1%
SCI
1691
Stableford Capital II
Arizona
$770K +$34.4K +554 +4%
FNBOSM
1692
First National Bank of South Miami
Florida
$767K -$64.5K -1,037 -7%
WFM
1693
Wolff Financial Management
Michigan
$767K +$186 +3 +0%
AL
1694
Aspiriant LLC
California
$764K -$6.15K -99 -0.7%
PTB
1695
Pioneer Trust Bank
Oregon
$763K -$1.37K -22 -0.2%
AI
1696
AXS Investments
New York
$760K -$134K -2,159 -14%
FBB
1697
Fulton Breakefield Broenniman
Maryland
$760K -$59.5K -957 -7%
MPAM
1698
Murphy Pohlad Asset Management
Minnesota
$760K -$3.67K -59 -0.4%
KIC
1699
Keating Investment Counselors
Florida
$758K -$303K -4,875 -26%
EA
1700
Emerald Advisors
Washington
$758K +$29.7K +478 +4%