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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
3351
Cahill Financial Advisors
Minnesota
$595K +$88K +171 +20%
PWP
3352
Precedent Wealth Partners
Texas
$594K -$29.3K -57 -5%
CFFP
3353
Center for Financial Planning
Michigan
$594K +$25.7K +50 +5%
PA
3354
Promethium Advisors
Maryland
$594K +$534K +1,038 New
JJBC
3355
James J. Burns & Company
New York
$594K -$1.03K -2 -0.2%
CTC
3356
Cetera Trust Company
Minnesota
$594K – – –
FFO
3357
Fortitude Family Office
Arizona
$594K +$155K +302 +41%
EFMC
3358
Empire Financial Management Company
New York
$593K -$12.9K -25 -2%
OAS
3359
Optivise Advisory Services
Tennessee
$593K -$108K -209 -17%
BMD
3360
Better Money Decisions
New Mexico
$593K +$257K +500 +93%
Eisler Capital (UK)
3361
Eisler Capital (UK)
United Kingdom
$590K +$530K +1,031 New
CFG
3362
Copley Financial Group
California
$589K +$529K +1,029 New
PHAM
3363
Palisades Hudson Asset Management
Florida
$589K -$51.5K -100 -9%
SHF
3364
Stage Harbor Financial
Massachusetts
$589K +$11.3K +22 +2%
HB
3365
Horizon Bancorp
Indiana
$588K -$35.5K -69 -6%
MAM
3366
Montchanin Asset Management
Delaware
$587K – – –
MFS
3367
Madrona Financial Services
Washington
$587K -$2.57K -5 -0.5%
IAS
3368
Investment Advisory Services
Texas
$587K +$17.5K +34 +3%
AA
3369
ACT Advisors
North Carolina
$587K +$9.78K +19 +2%
BFA
3370
Bill Few Associates
Pennsylvania
$587K +$10.3K +20 +2%
HFS
3371
Howard Financial Services
Texas
$586K +$26.2K +51 +5%
GCAC
3372
Guardian Capital Advisors (Canada)
Ontario, Canada
$586K -$7.72K -15 -1%
AP
3373
Atwood & Palmer
Missouri
$584K -$39.6K -77 -7%
RB
3374
Rodgers Brothers
Pennsylvania
$584K – – –
FA
3375
Financial Avengers
California
$582K +$59.7K +116 +13%