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Name Holding Trade Value Shares
Change
Change in
Stake
VPP
2376
Vertex Planning Partners
Illinois
$592K +$554K +11,563 New
LOIP
2377
Live Oak Investment Partners
Texas
$591K
NFSG
2378
Newbridge Financial Services Group
Florida
$590K -$6.38K -133 -1%
MC
2379
Miramar Capital
Illinois
$588K -$244K -5,092 -31%
HHGA
2380
Halbert Hargrove Global Advisors
California
$580K -$8.68K -181 -2%
HWM
2381
Howard Wealth Management
Connecticut
$580K +$4.08K +85 +0.8%
AWAU
2382
Alliance Wealth Advisors (Utah)
Utah
$579K +$542K +11,306 New
FCP
2383
Fidelis Capital Partners
Florida
$578K +$573K +11,953 New
SCA
2384
St. Clair Advisors
Ohio
$577K +$539K +11,251 New
CCG
2385
Coastwise Capital Group
California
$576K +$115K +2,398 +27%
TP
2386
Tranquility Partners
Tennessee
$575K +$43.1K +900 +9%
ACM
2387
Advance Capital Management
Michigan
$575K -$6.09K -127 -1%
TFCP
2388
Twin Focus Capital Partners
Massachusetts
$574K +$527 +11 +0.1%
AP
2389
Advisors Preferred
Maryland
$574K +$537K +11,201 New
TPW
2390
Tiller Private Wealth
Pennsylvania
$573K -$10.6K -221 -2%
BCMLT
2391
Beacon Capital Management LLC (Tennessee)
Tennessee
$572K +$19.4K +404 +4%
FBFS
2392
First Business Financial Services
Wisconsin
$571K +$17.4K +363 +3%
NIC
2393
Northwest Investment Counselors
Oregon
$571K +$142K +2,953 +36%
SIC
2394
Samalin Investment Counsel
New York
$570K -$26.2K -546 -5%
AIM
2395
Avity Investment Management
Connecticut
$570K -$23.4K -488 -4%
DWM
2396
Drive Wealth Management
Utah
$568K -$218K -4,554 -29%
JWBC
2397
John W. Bristol & Co
New York
$567K -$20.5K -428 -4%
TCOK
2398
Trust Company of Kansas
Kansas
$565K
SFP
2399
Sweet Financial Partners
Minnesota
$565K -$7.14K -149 -1%
MIM
2400
Morningstar Investment Management
Illinois
$564K +$527K +10,998 New