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Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
701
Clear Creek Financial Management
Washington
$578K +$11.9K +172 +2%
DR
702
Davis Rea
Ontario, Canada
$574K
CC
703
Centiva Capital
New York
$572K -$470K -6,810 -49%
AWA
704
Arete Wealth Advisors
Illinois
$568K +$492K +7,123 New
NFG
705
Nadler Financial Group
Illinois
$563K
KLCM
706
KG&L Capital Management
Louisiana
$561K -$352K -5,095 -42%
ZF
707
Zhang Financial
Michigan
$559K
HCA
708
Harbour Capital Advisors
Virginia
$558K -$6.22K -90 -1%
LWA
709
Lantern Wealth Advisors
New York
$557K +$69.1K +1,000 +17%
MA
710
MONECO Advisors
Connecticut
$557K +$22.8K +330 +5%
BCM
711
Brookstone Capital Management
Illinois
$557K -$185K -2,685 -28%
Fiera Capital (Canada)
712
Fiera Capital (Canada)
Quebec, Canada
$550K -$4.56K -66 -1%
FT
713
Fiduciary Trust
Massachusetts
$548K +$473K +6,844 New
CCWM
714
Correct Capital Wealth Management
Missouri
$543K -$37.4K -541 -7%
PM
715
Pembroke Management
Quebec, Canada
$532K
CP
716
Castleview Partners
Texas
$531K +$129K +1,874 +39%
MC
717
Moors & Cabot
Massachusetts
$527K +$201K +2,905 +79%
MPPLM
718
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$527K +$68.2K +987 +18%
LWM
719
Lakeridge Wealth Management
Ohio
$526K
GPA
720
Garrison Point Advisors
California
$525K +$52.5K +760 +13%
GC
721
Gilbert & Cook
Iowa
$523K -$10.8K -156 -2%
SW
722
SlateStone Wealth
Florida
$523K +$57.3K +830 +15%
LA
723
LexAurum Advisors
Kansas
$523K -$3.8K -55 -0.8%
NPA
724
Nichols & Pratt Advisers
Massachusetts
$521K +$449K +6,500 New
SC
725
Syon Capital
California
$520K +$63.3K +917 +16%