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Name Holding Trade Value Shares
Change
Change in
Stake
IFS
1401
Intelligent Financial Strategies
Minnesota
$755K -$150K -1,272 -15%
CC
1402
Corton Capital
Ontario, Canada
$754K +$324K +2,738 +59%
SIG
1403
Stonegate Investment Group
Alabama
$746K -$138K -1,169 -14%
PL
1404
Plancorp LLC
Missouri
$746K +$13.7K +116 +2%
MSAM
1405
Moloney Securities Asset Management
Missouri
$742K +$9.58K +81 +1%
SB
1406
Strategic Blueprint
Georgia
$739K -$6.98K -59 -0.8%
ISWM
1407
Independent Solutions Wealth Management
New York
$738K +$280K +2,371 +49%
AMCA
1408
Arthur M. Cohen & Associates
Illinois
$728K
SVWAG
1409
Sound View Wealth Advisors Group
Georgia
$727K +$31K +262 +4%
TF
1410
Tompkins Financial
New York
$723K -$4.02K -34 -0.5%
AP
1411
Adero Partners
California
$719K +$90.2K +763 +13%
FRA
1412
Front Row Advisors
California
$715K -$2.84K -24 -0.3%
CT
1413
Chicago Trust
Illinois
$713K +$12.1K +102 +1%
CSPIA
1414
Cary Street Partners Investment Advisory
Virginia
$710K +$489K +4,137 +147%
AWA
1415
Alta Wealth Advisors
Massachusetts
$708K +$3.55K +30 +0.4%
BMCM
1416
Bryn Mawr Capital Management
Pennsylvania
$706K -$49.7K -420 -6%
CCS
1417
Concentric Capital Strategies
Connecticut
$705K +$816K +6,900 New
BAM
1418
Byrne Asset Management
New Jersey
$702K +$61.9K +523 +8%
OIA
1419
OneDigital Investment Advisors
Kansas
$699K -$11.4K -96 -1%
FFS
1420
Founders Financial Securities
Maryland
$699K +$17.1K +145 +2%
Walleye Capital
1421
Walleye Capital
New York
$698K +$807K +6,826 New
HSA
1422
HBK Sorce Advisory
Pennsylvania
$697K -$720K -6,088 -47%
BCP
1423
Blackhawk Capital Partners
Wisconsin
$697K +$807K +6,821 New
DWM
1424
Drive Wealth Management
Utah
$696K +$37.5K +317 +5%
FFM
1425
Fullerton Fund Management
Singapore
$694K -$492K -4,160 -38%