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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
826
Everhart Financial Group
Ohio
$630K +$94.9K +2,618 +19%
TPCW
827
TD Private Client Wealth
New York
$628K -$85.1K -2,347 -13%
MFF
828
Michels Family Financial
Texas
$627K +$8.99K +248 +2%
MG
829
Marex Group
$626K -$250K -6,890 -30%
PCM
830
Penserra Capital Management
California
$626K +$592K +16,333 New
NW
831
NewEdge Wealth
Pennsylvania
$616K +$334K +9,207 +134%
CL
832
CSS LLC
Illinois
$614K -$433K -11,940 -43%
S
833
Storgate
Texas
$612K +$578K +15,956 New
CICI
834
Capital Investment Counsel Inc
North Carolina
$609K -$79.8K -2,200 -12%
CFD
835
Creative Financial Designs
Indiana
$608K +$3.23K +89 +0.6%
S
836
SignatureFD
Georgia
$603K +$23.6K +652 +4%
SLI
837
Sumitomo Life Insurance
Japan
$601K +$834 +23 +0.1%
TW
838
TritonPoint Wealth
Maryland
$600K -$61.9K -1,707 -10%
SVWAG
839
Sound View Wealth Advisors Group
Georgia
$598K +$40.4K +1,115 +8%
HIC
840
Harvey Investment Company
Kentucky
$598K – – –
MWM
841
Manske Wealth Management
Texas
$593K +$121K +3,349 +28%
A
842
AlphaQuest
New York
$593K – – –
AWS
843
Aspen Wealth Strategies
Colorado
$591K +$2.54K +70 +0.5%
SWP
844
Sagespring Wealth Partners
Tennessee
$588K +$151K +4,166 +37%
MDA
845
Minot DeBlois Advisors
Massachusetts
$587K +$8.37K +231 +2%
JSSH
846
J. Safra Sarasin Holding
$587K -$23.2K -639 -4%
DAS
847
Diversify Advisory Services
Utah
$584K +$11.5K +317 +3%
AAB
848
ABN AMRO Bank
Netherlands
$582K +$9.97K +275 +2%
CPW
849
Cove Private Wealth
New York
$581K +$135K +3,720 +33%
AB
850
ANB Bank
Colorado
$577K +$1.92K +53 +0.4%