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Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Centerpoint Advisors
Massachusetts
$65K
PMFA
452
Plante Moran Financial Advisors
Michigan
$65K
ZF
453
Zhang Financial
Michigan
$65K
BO
454
BRR OpCo
Ohio
$65K +$2.34K +38 +4%
CWM
455
Cahaba Wealth Management
Georgia
$64K
HWMG
456
Hurlow Wealth Management Group
Indiana
$64K
TAM
457
Taurus Asset Management
New York
$64K
P
458
Pitcairn
Pennsylvania
$64K +$62.7K +1,020 New
FBB
459
Fulton Breakefield Broenniman
Maryland
$63K -$401K -6,514 -87%
VCAM
460
Van Cleef Asset Management
Ohio
$63K -$12.3K -200 -17%
Mackenzie Financial
461
Mackenzie Financial
Ontario, Canada
$63K -$9.53K -155 -13%
CCM
462
Consolidated Capital Management
California
$63K
NWA
463
New World Advisors
Massachusetts
$63K
EFSCE
464
Enterprise Financial Services Corp (EFSC)
Missouri
$58K
FCA
465
FinTrust Capital Advisors
South Carolina
$58K
QCG
466
Quadrant Capital Group
Ohio
$58K
Federated Hermes
467
Federated Hermes
Pennsylvania
$58K +$57.2K +930 New
ASN
468
Advisory Services Network
Georgia
$57K
CIA
469
CSat Investment Advisory
Michigan
$57K +$6.21K +101 +13%
PA
470
Parallel Advisors
California
$56K +$6.33K +103 +13%
MIFH
471
Migdal Insurance & Financial Holdings
Israel
$55K -$8K -130 -13%
EWM
472
Endurance Wealth Management
Rhode Island
$53K
WTC
473
WhitTier Trust Company
Nevada
$47K
SB
474
Strategic Blueprint
Georgia
$47K +$46.2K +751 New
LWM
475
Liberty Wealth Management
California
$45K +$123 +2 +0.3%