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Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
2401
Valley Brook Capital Group
Pennsylvania
$465K
KCFA
2402
Key Client Fiduciary Advisors
New Jersey
$464K +$2.04K +42 +0.4%
PCOC
2403
Power Corp of Canada
Canada
$464K +$516K +10,609 New
SWRP
2404
Summit Wealth & Retirement Planning
California
$463K +$583 +12 +0.1%
LFA
2405
Laraway Financial Advisors
Minnesota
$463K +$8.26K +170 +2%
PHAM
2406
Palisades Hudson Asset Management
Florida
$461K -$78.4K -1,614 -13%
EBA
2407
Eagle Bay Advisors
New York
$460K -$86.9K -1,789 -15%
ESBC
2408
E.S. Barr & Co
Kentucky
$460K -$24.6K -506 -5%
SHA
2409
Seneca House Advisors
Virginia
$460K -$5.44K -112 -1%
TWI
2410
Thomas White International
Illinois
$460K
SDWMA
2411
Schneider Downs Wealth Management Advisors
Pennsylvania
$458K -$129K -2,665 -20%
ARC
2412
Advisor Resource Council
Texas
$457K -$1.15M -23,628 -69%
TFA
2413
Trinity Financial Advisors
Ohio
$457K -$408K -8,391 -45%
CPA
2414
Cardiff Park Advisors
California
$456K -$58.8K -1,211 -10%
LB
2415
Legacy Bridge
Iowa
$456K
FAM
2416
Fenimore Asset Management
New York
$455K
OCPWS
2417
One Charles Private Wealth Services
Massachusetts
$454K -$486 -10 -0.1%
CA
2418
CSM Advisors
Pennsylvania
$454K
NRA
2419
NSI Retail Advisors
Pennsylvania
$454K
SRAM
2420
Spouting Rock Asset Management
Pennsylvania
$453K -$209K -4,300 -29%
TP
2421
Tranquility Partners
Tennessee
$452K
BMM
2422
Berkshire Money Management
Massachusetts
$452K +$3.4K +70 +0.7%
MLFP
2423
MPS Loria Financial Planners
Illinois
$450K +$29.3K +603 +6%
3LCM
2424
3D/L Capital Management
Connecticut
$449K
PFWA
2425
Paces Ferry Wealth Advisors
Georgia
$449K +$19.1K +393 +4%