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Name Holding Trade Value Shares
Change
Change in
Stake
AHL
1351
Abel Hall LLC
Louisiana
$978K -$80.9K -3,091 -7%
LA
1352
Legacy Advisors
Pennsylvania
$977K +$359K +13,712 +51%
BPC
1353
Bearing Point Capital
Minnesota
$976K +$358K +13,700 +51%
WA
1354
Waddell & Associates
Tennessee
$966K +$337K +12,898 +47%
SL
1355
Sentinus LLC
Illinois
$966K +$122K +4,656 +13%
EI
1356
Ellevest Inc
New York
$961K +$66K +2,524 +6%
6F
1357
626 Financial
Michigan
$961K +$94.1K +3,598 +10%
FFA
1358
Fi3 Financial Advisors
Indiana
$958K -$139K -5,313 -43%
RMC
1359
Resources Management Corp
Connecticut
$956K -$36.6K -1,400 -3%
SBFM
1360
S-Bank Fund Management
Finland
$952K +$1.03M +39,521 New
SCA
1361
St. Clair Advisors
Ohio
$949K – – –
RGC
1362
Roberts, Glore & Co
Illinois
$948K +$12.1K +461 +1%
AFCM
1363
Applied Finance Capital Management
Puerto Rico
$947K -$191K -7,289 -16%
PCM
1364
Poehling Capital Management
Wisconsin
$947K +$47K +1,798 +5%
TBA
1365
Tower Bridge Advisors
Pennsylvania
$946K -$47.6K -1,819 -4%
IA
1366
IFG Advisory
Georgia
$943K +$1.02M +39,089 +52,119%
SVWAG
1367
Sound View Wealth Advisors Group
Georgia
$943K -$355K -13,589 -26%
AG
1368
AlTi Global
New York
$940K -$18.7K -713 -2%
CC
1369
Courier Capital
New York
$940K -$9.5K -363 -0.9%
AO
1370
Advisor OS
Illinois
$939K -$53.8K -2,057 -5%
IRC
1371
Investors Research Corp
Georgia
$938K +$12.6K +481 +1%
NAS
1372
NWF Advisory Services
California
$938K +$84K +3,212 +9%
JWM
1373
Jupiter Wealth Management
Colorado
$936K -$293K -11,200 -22%
SEIA
1374
Signature Estate & Investment Advisors
California
$934K +$371K +14,196 +58%
MVA
1375
Mount Vernon Associates
Maryland
$932K -$83.7K -3,200 -8%