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Name Holding Trade Value Shares
Change
Change in
Stake
WI
676
Wahed Invest
New York
$431K +$39.3K +289 +10%
BFEC
677
Benjamin F. Edwards & Company
Missouri
$430K – – –
BFM
678
Boston Financial Management
Massachusetts
$430K +$2.31K +17 +0.5%
CFA
679
Compass Financial Advisors
Indiana
$427K +$272 +2 +0.1%
SFG
680
SNS Financial Group
Minnesota
$425K -$1.36K -10 -0.3%
SFS
681
Security Financial Services
Indiana
$425K -$99.3K -731 -18%
PWM
682
Perigon Wealth Management
California
$423K +$55K +405 +14%
TPCW
683
TD Private Client Wealth
New York
$422K +$2.58K +19 +0.6%
CI
684
Cigna Investments
Connecticut
$421K -$5.98K -44 -1%
RWM
685
Ritholtz Wealth Management
New York
$420K -$24.2K -178 -5%
SG Americas Securities
686
SG Americas Securities
New York
$419K -$3.3M -24,286 -88%
PTC
687
Private Trust Company
Ohio
$418K -$33.2K -244 -7%
PFO
688
Pathstone Family Office
New Jersey
$415K +$522K +3,842 +138%
CG
689
Cutler Group
California
$414K +$123K +903 +40%
CPA
690
Court Place Advisors
Maryland
$412K – – –
IA
691
Inspire Advisors
Idaho
$409K -$12.4K -91 -3%
APC
692
Asset Planning Corporation
Tennessee
$408K +$1.5K +11 +0.4%
CGL
693
Clarius Group LLC
Washington
$408K +$13.5K +99 +3%
BAM
694
Belpointe Asset Management
Nevada
$406K -$513K -3,775 -55%
CFS
695
Capital Financial Services
New York
$405K -$13.6K -100 -3%
PWM
696
Purus Wealth Management
California
$401K +$272 +2 +0.1%
OWM
697
OneAscent Wealth Management
Alabama
$401K -$7.88K -58 -2%
BP
698
Ballentine Partners
Massachusetts
$400K -$223K -1,638 -35%
MC
699
Moors & Cabot
Massachusetts
$400K +$25.3K +186 +7%
ISWM
700
Independent Solutions Wealth Management
New York
$399K -$8.15K -60 -2%