Name Holding Trade Value Shares
Change
Change in
Stake
SPC
951
Sigma Planning Corp
Michigan
$483K -$12.6K -39 -3%
VT
952
Vise Technologies
New York
$481K +$450K +1,389 New
CP
953
Cumberland Partners
Ontario, Canada
$479K +$448K +1,382 New
TCA
954
Transcend Capital Advisors
New Jersey
$477K +$215K +663 +93%
AWA
955
Aaron Wealth Advisors
Illinois
$476K +$11.3K +35 +3%
PB
956
Pinnacle Bancorp
Nebraska
$473K – – –
BC
957
Bridgefront Capital
Texas
$469K +$439K +1,355 New
GDP
958
Great Diamond Partners
Maine
$468K +$9.72K +30 +2%
SEEDPG
959
S.E.E.D. Planning Group
New York
$463K -$12.3K -38 -3%
SIA
960
Schechter Investment Advisors
Michigan
$463K +$433K +1,337 New
RM
961
Resource Management
Louisiana
$461K -$22.7K -70 -5%
BDF
962
Balasa Dinverno & Foltz
$461K -$6.8K -21 -2%
FNFDCM
963
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$461K – – –
PS
964
Portfolio Strategies
New York
$460K – – –
MSAM
965
Moloney Securities Asset Management
Missouri
$459K – – –
AWM
966
Avior Wealth Management
Nebraska
$459K +$4.86K +15 +1%
MW
967
Marcum Wealth
Ohio
$455K +$3.24K +10 +0.8%
TTWM
968
TCV Trust & Wealth Management
Virginia
$451K +$7.13K +22 +2%
MC
969
Moors & Cabot
Massachusetts
$450K -$372K -1,149 -47%
IF
970
Intrua Financial
Texas
$450K +$40.8K +126 +11%
IAMOG
971
Investors Asset Management of Georgia
Georgia
$444K +$16.5K +51 +4%
CCA
972
Childress Capital Advisors
Texas
$443K -$128K -396 -24%
VFA
973
Valeo Financial Advisors
Indiana
$442K +$324 +1 +0.1%
QCM
974
Quest Capital Management
Texas
$441K -$1.62K -5 -0.4%
BCA
975
Bay Colony Advisors
Massachusetts
$441K +$97.8K +302 +31%