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Name Holding Trade Value Shares
Change
Change in
Stake
SIP
801
Stoneridge Investment Partners
Pennsylvania
$680K +$655K +9,252 New
MW
802
Marble Wealth
Alabama
$677K +$652K +9,206 New
WAP
803
Wealthcare Advisory Partners
Pennsylvania
$674K -$964K -13,611 -60%
CAG
804
Csenge Advisory Group
Florida
$674K +$78.3K +1,105 +14%
Capstone Investment Advisors
805
Capstone Investment Advisors
New York
$670K -$1.25M -17,657 -66%
GT
806
Greenleaf Trust
Michigan
$670K +$67K +945 +12%
S
807
SignatureFD
Georgia
$669K +$101K +1,419 +18%
QCM
808
QRG Capital Management
Illinois
$668K +$102K +1,434 +19%
TC
809
Tannin Capital
North Carolina
$668K +$644K +9,092 New
EM
810
ELCO Management
New York
$664K -$433K -6,111 -40%
OFC
811
Oakland Financial Corp
$662K
CA
812
Carson Advisory
Georgia
$660K +$636K +8,975 New
VCS
813
Vaughan & Co Securities
New Jersey
$659K -$13.1K -185 -2%
CAG
814
Crestwood Advisors Group
Massachusetts
$656K +$187K +2,643 +42%
GSEP
815
Golden State Equity Partners
California
$656K +$779 +11 +0.1%
LWP
816
LMG Wealth Partners
Louisiana
$643K +$142K +2,000 +30%
CT
817
Coastline Trust
Rhode Island
$640K
JSSH
818
J. Safra Sarasin Holding
$640K +$83.2K +1,175 +16%
CPIA
819
Cornell Pochily Investment Advisors
New York
$638K -$31.2K -441 -5%
PTP
820
Platform Technology Partners
New York
$637K +$4.04K +57 +0.7%
FCM
821
Fourpath Capital Management
Oklahoma
$634K +$9.92K +140 +2%
MWM
822
Mission Wealth Management
California
$634K -$600K -8,472 -50%
HCM
823
Heathbridge Capital Management
Ontario, Canada
$628K +$606K +8,550 New
PWG
824
Portside Wealth Group
Utah
$626K -$160K -2,264 -21%
LW
825
Linscomb Wealth
Texas
$626K -$283 -4 -0%