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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
1101
Prestige Wealth Management Group
New Jersey
$1.02M +$23.9K +53 +2%
BI
1102
Bradyco Inc
Massachusetts
$1.01M – – –
NA
1103
Nottingham Advisors
New York
$1.01M – – –
EFG
1104
Everhart Financial Group
Ohio
$1M +$134K +298 +16%
Quantbot Technologies
1105
Quantbot Technologies
New York
$994K -$2.93M -6,508 -75%
FAIM
1106
Financial Advocates Investment Management
Washington
$993K -$43.2K -96 -4%
SLWA
1107
San Luis Wealth Advisors
California
$993K -$35.6K -79 -4%
GM
1108
GeoWealth Management
Illinois
$990K -$302K -670 -24%
TW
1109
TritonPoint Wealth
Maryland
$982K +$44.1K +98 +5%
World Investment Advisors
1110
World Investment Advisors
California
$982K +$208K +463 +28%
FMLI
1111
Fukoku Mutual Life Insurance
Japan
$982K -$13.5K -30 -1%
CCM
1112
Cohen Capital Management
California
$979K – – –
CGL
1113
Clarius Group LLC
Washington
$967K -$104K -231 -10%
VFA
1114
Values First Advisors
Tennessee
$961K -$94.1K -209 -9%
MCM
1115
Monarch Capital Management
Indiana
$952K -$48.6K -108 -5%
TIA
1116
Trust Investment Advisors
Indiana
$950K +$19.8K +44 +2%
LAM
1117
L2 Asset Management
Massachusetts
$947K +$85.5K +190 +10%
CFP
1118
Catalyst Financial Partners
Massachusetts
$947K +$23.4K +52 +3%
AlTi Global
1119
AlTi Global
New York
$946K -$78.8K -175 -8%
Centiva Capital
1120
Centiva Capital
New York
$941K -$1.48M -3,293 -62%
TBA
1121
Tower Bridge Advisors
Pennsylvania
$941K -$94.5K -210 -9%
MGWM
1122
Marks Group Wealth Management
Minnesota
$939K -$56.7K -126 -6%
WFI
1123
West Family Investments
California
$938K – – –
RBC
1124
Romano Brothers & Co
Illinois
$938K +$2.25K +5 +0.2%
HC
1125
Hourglass Capital
Texas
$935K +$904K +2,008 New