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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
3351
Precedent Wealth Partners
Texas
$594K -$29.3K -57 -5%
CFFP
3352
Center for Financial Planning
Michigan
$594K +$25.7K +50 +5%
PA
3353
Promethium Advisors
Maryland
$594K +$534K +1,038 New
JJBC
3354
James J. Burns & Company
New York
$594K -$1.03K -2 -0.2%
CTC
3355
Cetera Trust Company
Minnesota
$594K
FFO
3356
Fortitude Family Office
Arizona
$594K +$155K +302 +41%
EFMC
3357
Empire Financial Management Company
New York
$593K -$12.9K -25 -2%
OAS
3358
Optivise Advisory Services
Tennessee
$593K -$108K -209 -17%
BMD
3359
Better Money Decisions
New Mexico
$593K +$257K +500 +93%
ECU
3360
Eisler Capital (UK)
United Kingdom
$590K +$530K +1,031 New
CFG
3361
Copley Financial Group
California
$589K +$529K +1,029 New
PHAM
3362
Palisades Hudson Asset Management
Florida
$589K -$51.5K -100 -9%
SHF
3363
Stage Harbor Financial
Massachusetts
$589K +$11.3K +22 +2%
HB
3364
Horizon Bancorp
Indiana
$588K -$35.5K -69 -6%
MAM
3365
Montchanin Asset Management
Delaware
$587K
MFS
3366
Madrona Financial Services
Washington
$587K -$2.57K -5 -0.5%
IAS
3367
Investment Advisory Services
Texas
$587K +$17.5K +34 +3%
AA
3368
ACT Advisors
North Carolina
$587K +$9.78K +19 +2%
BFA
3369
Bill Few Associates
Pennsylvania
$587K +$10.3K +20 +2%
HFS
3370
Howard Financial Services
Texas
$586K +$26.2K +51 +5%
GCAC
3371
Guardian Capital Advisors (Canada)
Ontario, Canada
$586K -$7.72K -15 -1%
AP
3372
Atwood & Palmer
Missouri
$584K -$39.6K -77 -7%
RB
3373
Rodgers Brothers
Pennsylvania
$584K
FA
3374
Financial Avengers
California
$582K +$59.7K +116 +13%
ODFS
3375
O'Donnell Financial Services
California
$582K -$13.9K -27 -3%