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Name Holding Trade Value Shares
Change
Change in
Stake
PF
826
Phoenix Financial
Israel
$896K +$258K +5,318 +44%
WIA
827
World Investment Advisors
California
$891K +$114K +2,351 +16%
FAG
828
Fortitude Advisory Group
Washington
$886K +$278K +5,725 +50%
MHC
829
Meyer Handelman Company
New York
$885K +$238K +4,900 +40%
JMA
830
J.M. Arbour
Maine
$878K -$165K -3,390 -17%
CMANY
831
Capital Management Associates (New York)
New York
$874K +$825K +17,000 New
MWM
832
Manske Wealth Management
Texas
$872K +$74.6K +1,536 +10%
AWE
833
Avidian Wealth Enterprises
Texas
$863K +$11.1K +228 +1%
LSV Asset Management
834
LSV Asset Management
Illinois
$863K
HPC
835
HM Payson & Co
Maine
$859K -$197K -4,054 -20%
EP
836
Edgestream Partners
New Jersey
$856K -$778K -16,032 -49%
S
837
Storgate
Texas
$855K +$33.2K +685 +4%
EPIMS
838
Evelyn Partners Investment Management Services
$853K -$151K -3,113 -16%
S
839
SignatureFD
Georgia
$850K +$40.1K +827 +5%
IFWM
840
Institute for Wealth Management
Colorado
$849K -$4.85K -100 -0.6%
PAM
841
Panagora Asset Management
Massachusetts
$845K
CAM
842
Cidel Asset Management
Ontario, Canada
$843K +$107K +2,198 +15%
OWA
843
Outlook Wealth Advisors
Texas
$840K -$27.9K -574 -3%
SLI
844
Sumitomo Life Insurance
Japan
$840K +$33.1K +681 +4%
BFM
845
Brooklands Fund Management
United Kingdom
$839K -$1.91M -39,381 -71%
TFA
846
Transamerica Financial Advisors
Florida
$836K +$373K +7,692 +90%
CPW
847
Cove Private Wealth
New York
$831K +$51K +1,050 +7%
NS
848
NBC Securities
Alabama
$831K -$30.4K -627 -4%
ADL
849
Asset Dedication LLC
California
$827K -$34.2K -704 -4%
LA
850
LVW Advisors
New York
$824K +$499K +10,287 +179%