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Name Holding Trade Value Shares
Change
Change in
Stake
JSC
701
Jackson Square Capital
California
$544K -$104K -1,535 -14%
SFI
702
Siemens Fonds Invest
Germany
$534K -$5.06K -75 -0.8%
PWPS
703
Pinnacle Wealth Planning Services
Ohio
$523K -$35.2K -521 -5%
CFA
704
Cahill Financial Advisors
Minnesota
$521K -$478K -7,085 -44%
CFB
705
Cullen/Frost Bankers
Texas
$521K -$24.2K -358 -4%
WJWM
706
Williams Jones Wealth Management
New York
$515K +$21.3K +316 +4%
MYIA
707
Mount Yale Investment Advisors
Colorado
$514K -$14.3K -212 -2%
9WM
708
9258 Wealth Management
Ohio
$514K -$10.3K -152 -2%
DEA
709
DoubleLine ETF Adviser
Florida
$508K -$36.6K -542 -6%
DLA
710
Douglas Lane & Associates
New York
$506K -$1.35K -20 -0.2%
WANY
711
Wealthspire Advisors (New York)
New York
$504K -$224K -3,321 -28%
VCA
712
Verdence Capital Advisors
Maryland
$502K +$95.3K +1,412 +19%
IFWM
713
Institute for Wealth Management
Colorado
$499K +$27.1K +402 +5%
AWM
714
Accurate Wealth Management
Florida
$495K +$158K +2,334 +39%
WDC
715
Woodward Diversified Capital
California
$493K +$3.85K +57 +0.7%
GWCM
716
Godshalk Welsh Capital Management
Pennsylvania
$492K
HCPC
717
Hamilton Capital Partners (Canada)
$492K +$574K +8,500 New
GVAG
718
Great Valley Advisor Group
Delaware
$491K -$541K -8,019 -49%
WF
719
Welch & Forbes
Massachusetts
$490K -$13.5K -200 -2%
NFA
720
Northern Financial Advisors
Michigan
$489K +$61.7K +914 +12%
CWA
721
Centennial Wealth Advisory
Michigan
$482K -$41.8K -620 -7%
DL
722
DOHJ LLC
Washington
$481K -$30.4K -451 -5%
BFEC
723
Benjamin F. Edwards & Company
Missouri
$480K -$383K -5,670 -41%
FCI
724
Financial Counselors Inc
Kansas
$479K -$45.4K -672 -8%
ACA
725
Aptus Capital Advisors
Alabama
$475K +$9.79K +145 +2%