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Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1176
D.J. St. Germain
Massachusetts
$847K – – –
Dakota Wealth Management
1177
Dakota Wealth Management
Florida
$846K -$789K -1,667 -48%
RZH
1178
Relyea Zuckerberg Hanson
Connecticut
$846K -$4.26K -9 -0.5%
NAS
1179
NWF Advisory Services
California
$845K -$171K -362 -17%
Evercore Wealth Management
1180
Evercore Wealth Management
New York
$844K -$9.47K -20 -1%
SSA
1181
South Street Advisors
New York
$844K – – –
GIC
1182
Generali Investments CEE
Czech Republic
$839K -$59.2K -125 -7%
HC
1183
Hara Capital
Washington
$839K – – –
FW
1184
FullCircle Wealth
Texas
$837K +$8.52K +18 +0.9%
SCP
1185
Sivia Capital Partners
California
$834K +$88.5K +187 +12%
SMH
1186
Sanders Morris Harris
Texas
$831K – – –
SWA
1187
Strategies Wealth Advisors
Michigan
$830K -$332K -701 -29%
VPI
1188
Value Partners Investments
Manitoba, Canada
$828K +$116K +246 +16%
North Star Asset Management
1189
North Star Asset Management
Wisconsin
$824K – – –
Capula Management
1190
Capula Management
Cayman Islands
$823K +$777K +1,641 +1,784%
MAWA
1191
Moss Adams Wealth Advisors
Washington
$821K -$14.7K -31 -2%
FTA
1192
Financial & Tax Architects
Missouri
$819K +$118K +250 +17%
Hudson Bay Capital Management
1193
Hudson Bay Capital Management
Connecticut
$816K -$364K -768 -31%
Fulton Bank
1194
Fulton Bank
Pennsylvania
$816K -$78.1K -165 -9%
RP
1195
Riverwater Partners
Wisconsin
$808K +$66.8K +141 +9%
HBK Sorce Advisory
1196
HBK Sorce Advisory
Pennsylvania
$807K +$30.3K +64 +4%
CFA
1197
CWS Financial Advisors
Michigan
$806K +$94.2K +199 +13%
PAS
1198
Parsonex Advisory Services
Colorado
$801K -$18.5K -39 -2%
CPWA
1199
Cerro Pacific Wealth Advisors
California
$801K -$148K -313 -16%
SFM
1200
Signet Financial Management
New Jersey
$799K -$65.8K -139 -8%