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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2676
Carson Advisory
Georgia
$245K +$788 +10 +0.3%
PAG
2677
Powers Advisory Group
Illinois
$245K +$10.6K +135 +5%
Rock Creek Group
2678
Rock Creek Group
District of Columbia
$244K +$2.44K +31 +1%
Maven Securities
2679
Maven Securities
Jersey
$244K +$234K +2,968 New
DBRC
2680
D.B. Root & Company
Pennsylvania
$243K -$7.49K -95 -3%
CHA
2681
Cooper/Haims Advisors
New York
$243K – – –
EBA
2682
Eagle Bay Advisors
New York
$243K +$40.6K +515 +21%
BWM
2683
Birchcreek Wealth Management
Ohio
$242K -$20.7K -263 -8%
SA
2684
Syntax Advisors
New York
$241K -$50.8K -644 -18%
VCG
2685
Vantage Consulting Group
Virginia
$241K -$50.8K -644 -18%
MF
2686
Montis Financial
Massachusetts
$241K -$867 -11 -0.4%
Marks Group Wealth Management
2687
Marks Group Wealth Management
Minnesota
$241K +$231K +2,930 New
MCA
2688
Maryland Capital Advisors
Maryland
$240K -$10.9K -138 -4%
Optas LLC
2689
Optas LLC
Texas
$240K +$229K +2,910 New
Frank Rimerman Advisors
2690
Frank Rimerman Advisors
California
$240K +$2.21K +28 +1%
NAMM
2691
NorthStar Asset Management (Massachusetts)
Massachusetts
$239K -$94.6K -1,200 -29%
PP
2692
PFS Partners
New Jersey
$239K +$1.74K +22 +0.8%
Sloy Dahl & Holst
2693
Sloy Dahl & Holst
Washington
$239K +$230K +2,920 New
White Lighthouse Investment Management
2694
White Lighthouse Investment Management
Massachusetts
$238K -$53.1K -674 -19%
SWRP
2695
Summit Wealth & Retirement Planning
California
$238K +$229K +2,901 New
MSFP
2696
Mark Sheptoff Financial Planning
Connecticut
$237K -$39.4K -500 -15%
TFA
2697
Triad Financial Advisors
North Carolina
$237K -$23.2K -294 -9%
Itau Unibanco Holding S.A.
2698
Itau Unibanco Holding S.A.
Brazil
$237K -$7.88K -100 -3%
RC
2699
Reik & Co
New York
$237K – – –
WWMSC
2700
Wagner Wealth Management (South Carolina)
South Carolina
$237K +$158 +2 +0.1%