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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Teamwork Financial Advisors
Texas
$237K +$26.4K +70 +12%
MFS
802
Mirabella Financial Services
United Kingdom
$236K +$250K +664 New
VF
803
Virtu Financial
New York
$235K -$1.12M -2,963 -82%
CT
804
Caldwell Trust
Florida
$234K
SIA
805
SkyView Investment Advisors
New Jersey
$233K +$247K +656 New
BCA
806
Berman Capital Advisors
Georgia
$232K +$66.3K +176 +37%
TC
807
TAP Consulting
Missouri
$231K +$377 +1 +0.2%
QCG
808
Quadrant Capital Group
Ohio
$227K +$6.03K +16 +3%
FCA
809
FinTrust Capital Advisors
South Carolina
$225K
GA
810
Geller Advisors
New York
$225K +$239K +633 New
GTCM
811
Gyon Technologies Capital Management
New Jersey
$224K -$161K -426 -40%
AS
812
Altshuler Shaham
Israel
$222K +$235K +623 New
BSW
813
Buckingham Strategic Wealth
Missouri
$221K +$2.26K +6 +1%
FFA
814
First Foundation Advisors
California
$218K +$14.3K +38 +7%
HWA
815
HCR Wealth Advisors
California
$217K
RWI
816
Red Wave Investments
Pennsylvania
$217K
LSA
817
Lion Street Advisors
Texas
$216K +$228K +606 New
AAS
818
Avantax Advisory Services
Texas
$216K +$230K +611 New
ECM
819
Estabrook Capital Management
New York
$213K
AWM
820
Affinity Wealth Management
Delaware
$213K
BHBT
821
Burke & Herbert Bank & Trust
Virginia
$213K
CA
822
Cullinan Associates
Kentucky
$213K
ECM
823
EagleClaw Capital Management
Massachusetts
$213K
EE
824
EWG Elevate
California
$213K
FNBTCON
825
First National Bank & Trust Co of Newtown
Pennsylvania
$213K