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Name Holding Trade Value Shares
Change
Change in
Stake
T
1451
TCWP
Ohio
$356K -$73.2K -950 -17%
NFSG
1452
Newbridge Financial Services Group
Florida
$355K -$84K -1,090 -19%
APA
1453
Astoria Portfolio Advisors
New York
$354K +$616 +8 +0.2%
AI
1454
Accredited Investors
Minnesota
$354K -$9.24K -120 -3%
JAG
1455
Journey Advisory Group
Kentucky
$352K -$43.5K -565 -11%
SF
1456
Summit Financial
New Jersey
$352K +$8.93K +116 +3%
ECG
1457
Edge Capital Group
Georgia
$350K -$59.5K -773 -14%
ISWM
1458
Independent Solutions Wealth Management
New York
$350K -$462 -6 -0.1%
SPA
1459
Sherbrooke Park Advisers
New York
$349K +$116K +1,500 +48%
FCP
1460
Fidelis Capital Partners
Florida
$348K +$358K +4,646 New
CCA
1461
Cobblestone Capital Advisors
New York
$347K -$17.3K -225 -5%
RWA
1462
Ropes Wealth Advisors
Massachusetts
$347K -$27.2K -353 -7%
FBFS
1463
First Business Financial Services
Wisconsin
$346K – – –
LCM
1464
LCM Capital Management
Illinois
$346K +$17.8K +231 +5%
WFAG
1465
Worth Financial Advisory Group
North Carolina
$345K +$4.93K +64 +1%
PCP
1466
Proficio Capital Partners
Massachusetts
$345K -$131K -1,696 -27%
GA
1467
GFS Advisors
Texas
$344K – – –
XT
1468
XTX Topco
Cayman Islands
$343K -$156K -2,024 -31%
AIM
1469
Arcadia Investment Management
Michigan
$343K -$14.9K -193 -4%
AG
1470
Algert Global
California
$342K +$347K +4,500 New
BPWM
1471
Badgley Phelps Wealth Managers
Washington
$342K -$95.4K -1,238 -22%
WAM
1472
WNY Asset Management
New York
$341K – – –
HCM
1473
Highview Capital Management
Illinois
$341K – – –
6F
1474
626 Financial
Michigan
$340K +$33.7K +437 +11%
MSAM
1475
Moloney Securities Asset Management
Missouri
$340K +$51.4K +668 +18%