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Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
551
Main Street Financial Solutions
Pennsylvania
$987K +$11.2K +155 +1%
HPC
552
HM Payson & Co
Maine
$985K +$748K +10,382 +306%
LDB
553
Lee, Danner & Bass
Tennessee
$980K +$7.2K +100 +0.7%
TCM
554
Traynor Capital Management
Pennsylvania
$979K -$7.99K -111 -0.8%
BMO
555
Beck Mack & Oliver
New York
$976K
AWM
556
AE Wealth Management
Kansas
$966K +$89.9K +1,249 +10%
Envestnet Portfolio Solutions
557
Envestnet Portfolio Solutions
Illinois
$953K -$302K -4,189 -24%
GA
558
Guerra Advisors
Florida
$951K +$958K +13,301 New
SGA
559
Strategic Global Advisors
California
$949K -$84.5K -1,174 -8%
SRC
560
Sage Rhino Capital
California
$949K -$1.01K -14 -0.1%
EW
561
Evoke Wealth
California
$944K +$32K +444 +3%
HCM
562
Howland Capital Management
Massachusetts
$941K -$173K -2,400 -15%
WS
563
Wedbush Securities
California
$938K -$207K -2,881 -18%
MHC
564
May Hill Capital
Massachusetts
$936K +$98.4K +1,366 +12%
ET
565
Equitable Trust
Tennessee
$931K
CS
566
Crescent Sterling
Louisiana
$925K -$89.6K -1,245 -9%
IF
567
Intrua Financial
Texas
$924K +$86.1K +1,196 +10%
POIA
568
Pin Oak Investment Advisors
Texas
$921K +$44.4K +616 +5%
EWM
569
EPG Wealth Management
Georgia
$916K +$6.7K +93 +0.7%
CTC
570
Central Trust Company
Missouri
$905K -$57.1K -793 -6%
PA
571
PFG Advisors
Arizona
$904K +$531K +7,376 +140%
OWA
572
One Wealth Advisors
California
$902K -$36.3K -504 -4%
Bessemer Group
573
Bessemer Group
New Jersey
$902K +$66.4K +922 +8%
CSIC
574
Clifford Swan Investment Counsel
California
$897K -$124K -1,725 -12%
IWM
575
IHT Wealth Management
Illinois
$889K +$38.1K +529 +4%