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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1476
Capital Wealth Planning
Florida
$758K -$695K -5,651 -48%
MFS
1477
Mirabella Financial Services
United Kingdom
$757K +$98.7K +803 +15%
LJAC
1478
L.J. Altfest & Co
New York
$755K -$67.1K -546 -8%
CSPIA
1479
Cary Street Partners Investment Advisory
Virginia
$754K -$13.5K -110 -2%
CFCI
1480
Comprehensive Financial Consultants Institutional
Indiana
$753K +$46.5K +378 +7%
WCM
1481
Windsor Capital Management
Arizona
$752K -$1.84K -15 -0.2%
TFS
1482
Thoroughbred Financial Services
Tennessee
$752K -$77.6K -631 -9%
SL
1483
Salomon & Ludwin
Virginia
$751K
DC
1484
DeDora Capital
California
$750K +$53.2K +433 +8%
UAS
1485
United Asset Strategies
New York
$746K +$12K +98 +2%
AT
1486
Arden Trust
Delaware
$745K +$221K +1,795 +42%
LOPW
1487
Live Oak Private Wealth
North Carolina
$741K +$983 +8 +0.1%
PWP
1488
Private Wealth Partners
California
$740K +$742K +6,035 New
PCS
1489
Personal CFO Solutions
New Jersey
$740K -$9.59K -78 -1%
SCM
1490
SOL Capital Management
Maryland
$738K
GCM
1491
Gables Capital Management
Florida
$734K +$2.83K +23 +0.4%
BIP
1492
Blueprint Investment Partners
North Carolina
$734K +$248K +2,021 +51%
HL
1493
HeadInvest LLC
Maine
$725K -$71.9K -585 -9%
MWM
1494
Modera Wealth Management
New Jersey
$723K +$49.4K +402 +7%
PAG
1495
Private Advisory Group
Washington
$720K -$17.8K -145 -2%
ZIG
1496
Zullo Investment Group
Pennsylvania
$719K +$5.66K +46 +0.8%
EI
1497
Ellevest Inc
New York
$719K +$80K +651 +12%
WCA
1498
Waypoint Capital Advisors
Minnesota
$718K
BP
1499
BBR Partners
New York
$713K -$86.1K -700 -11%
LC
1500
Lindbrook Capital
California
$712K -$1.9M -15,415 -73%