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Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
MANA Advisors
New York
$65K -$89.5K -1,455 -58%
CA
452
Centerpoint Advisors
Massachusetts
$65K – – –
PMFA
453
Plante Moran Financial Advisors
Michigan
$65K – – –
ZF
454
Zhang Financial
Michigan
$65K – – –
BO
455
BRR OpCo
Ohio
$65K +$2.34K +38 +4%
CWM
456
Cahaba Wealth Management
Georgia
$64K – – –
HWMG
457
Hurlow Wealth Management Group
Indiana
$64K – – –
TAM
458
Taurus Asset Management
New York
$64K – – –
P
459
Pitcairn
Pennsylvania
$64K +$62.7K +1,020 New
FBB
460
Fulton Breakefield Broenniman
Maryland
$63K -$401K -6,514 -87%
VCAM
461
Van Cleef Asset Management
Ohio
$63K -$12.3K -200 -17%
Mackenzie Financial
462
Mackenzie Financial
Ontario, Canada
$63K -$9.53K -155 -13%
CCM
463
Consolidated Capital Management
California
$63K – – –
NWA
464
New World Advisors
Massachusetts
$63K – – –
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$58K – – –
FCA
466
FinTrust Capital Advisors
South Carolina
$58K – – –
QCG
467
Quadrant Capital Group
Ohio
$58K – – –
Federated Hermes
468
Federated Hermes
Pennsylvania
$58K +$57.2K +930 New
ASN
469
Advisory Services Network
Georgia
$57K – – –
CIA
470
CSat Investment Advisory
Michigan
$57K +$6.21K +101 +13%
PA
471
Parallel Advisors
California
$56K +$6.33K +103 +13%
MIFH
472
Migdal Insurance & Financial Holdings
Israel
$55K -$8K -130 -13%
EWM
473
Endurance Wealth Management
Rhode Island
$53K – – –
WTC
474
WhitTier Trust Company
Nevada
$47K – – –
SB
475
Strategic Blueprint
Georgia
$47K +$46.2K +751 New