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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
1576
My Legacy Advisors
Oregon
$2.14M -$305K -655 -13%
PP
1577
PDS Planning
Ohio
$2.14M +$47K +101 +2%
Confluence Wealth Services
1578
Confluence Wealth Services
Pennsylvania
$2.13M -$303K -652 -13%
Wolverine Asset Management
1579
Wolverine Asset Management
Illinois
$2.13M -$3.04M -6,527 -60%
MFA
1580
Mayflower Financial Advisors
Massachusetts
$2.13M +$11.6K +25 +0.6%
Journey Strategic Wealth
1581
Journey Strategic Wealth
New Jersey
$2.12M +$214K +460 +12%
SMA
1582
Sage Mountain Advisors
Georgia
$2.12M +$113K +243 +6%
BFS
1583
Bard Financial Services
Connecticut
$2.12M – – –
BFG
1584
Beacon Financial Group
Texas
$2.11M +$21.4K +46 +1%
DF
1585
Dunhill Financial
United Kingdom
$2.11M +$418K +898 +27%
BHPW
1586
Beverly Hills Private Wealth
California
$2.1M -$213K -457 -10%
CCG
1587
Ceeto Capital Group
Florida
$2.1M – – –
DW30
1588
Drucker Wealth 3.0
New Jersey
$2.09M +$45.6K +98 +2%
NAS
1589
Nicolet Advisory Services
Wisconsin
$2.09M +$19.1K +41 +1%
IFS
1590
Intelligent Financial Strategies
Minnesota
$2.09M +$465 +1 +0%
TA
1591
Tectonic Advisors
Texas
$2.09M +$15.8K +34 +0.8%
ESB
1592
Essex Savings Bank
Connecticut
$2.08M +$134K +289 +7%
MAM
1593
Mystic Asset Management
Rhode Island
$2.08M – – –
Robertson Stephens Wealth Management
1594
Robertson Stephens Wealth Management
California
$2.07M -$10.2K -22 -0.5%
AWM
1595
Ameliora Wealth Management
Switzerland
$2.07M – – –
FMLI
1596
Fukoku Mutual Life Insurance
Japan
$2.06M +$47K +101 +2%
4WM
1597
44 Wealth Management
Oregon
$2.06M +$1.86M +4,006 New
YIA
1598
YHB Investment Advisors
Connecticut
$2.05M +$98.1K +211 +5%
KP
1599
Keel Point
Alabama
$2.04M -$18.1K -39 -0.9%
GWMI
1600
Guardian Wealth Management (Illinois)
Illinois
$2.04M +$28.8K +62 +2%