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Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
1251
Thrive Capital Management (Pennsylvania)
Pennsylvania
$495K – – –
HT
1252
Heritage Trust
Oklahoma
$492K +$37.4K +85 +8%
MA
1253
Mutual Advisors
Nebraska
$492K +$69.1K +157 +17%
PDL
1254
Portfolio Design Labs
California
$492K +$189K +429 +62%
CPG
1255
Cornerstone Planning Group
New Jersey
$489K -$4.4K -10 -0.9%
SCI
1256
Silver Coast Investments
United States
$488K +$15.8K +36 +3%
QC
1257
Quent Capital
New York
$487K -$7.04K -16 -1%
Sax Wealth Advisors
1258
Sax Wealth Advisors
New Jersey
$487K +$488K +1,109 New
S
1259
Sachetta
Massachusetts
$485K +$1.76K +4 +0.4%
C
1260
Certuity
Florida
$483K -$78.8K -179 -14%
GDP
1261
Great Diamond Partners
Maine
$483K -$22.4K -51 -4%
FFO
1262
Fiduciary Family Office
Florida
$482K -$175K -398 -27%
Clifford Swan Investment Counsel
1263
Clifford Swan Investment Counsel
California
$482K – – –
IC
1264
Inscription Capital
Texas
$482K +$880 +2 +0.2%
One Capital Management
1265
One Capital Management
California
$480K +$202K +458 +72%
MWA
1266
Midland Wealth Advisors
Illinois
$480K – – –
IFAM
1267
Institutional & Family Asset Management
Colorado
$480K +$7.48K +17 +2%
CA
1268
Cullinan Associates
Kentucky
$478K – – –
PWAM
1269
Pinnacle West Asset Management
Wyoming
$478K +$2.64K +6 +0.6%
CC
1270
Callan Capital
California
$476K +$33.9K +77 +8%
IFWM
1271
Institute for Wealth Management
Colorado
$474K -$1.32K -3 -0.3%
VC
1272
Vicus Capital
Pennsylvania
$473K -$3.08K -7 -0.6%
BAM
1273
Berkshire Asset Management
Pennsylvania
$473K +$151K +344 +47%
FTA
1274
Financial & Tax Architects
Missouri
$471K +$112K +255 +31%
HWMO
1275
Heritage Wealth Management (Ohio)
Ohio
$471K +$476K +1,081 New