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Name Holding Trade Value Shares
Change
Change in
Stake
WPP
951
Whalerock Point Partners
Rhode Island
$547K +$322K +6,000 +104%
EH
952
Equitable Holdings
New York
$545K -$669K -12,474 -52%
AWAP
953
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$544K -$13.3K -249 -2%
PAS
954
PKS Advisory Services
New York
$544K +$628K +11,709 New
FG
955
Foster Group
Iowa
$544K +$627K +11,703 New
FCA
956
Fortis Capital Advisors
Kansas
$542K -$394K -7,350 -39%
WC
957
Wexford Capital
Florida
$539K +$192K +3,588 +45%
VAG
958
VisionPoint Advisory Group
Texas
$539K +$622K +11,601 New
CCM
959
Cohen Capital Management
California
$536K
FCG
960
Fielder Capital Group
Tennessee
$528K +$2.57K +48 +0.4%
HFS
961
Hantz Financial Services
Michigan
$526K +$206K +3,843 +51%
MA
962
Montag & Associates
Georgia
$526K +$51K +951 +9%
CC
963
Centiva Capital
New York
$525K -$169K -3,162 -22%
MCA
964
MSH Capital Advisors
Arizona
$520K +$590 +11 +0.1%
GFP
965
Gryphon Financial Partners
Ohio
$515K +$107K +2,001 +22%
GIA
966
Gateway Investment Advisers
Ohio
$513K +$190K +3,547 +47%
OIA
967
OneDigital Investment Advisors
Kansas
$512K +$69.8K +1,303 +13%
TCWA
968
Turtle Creek Wealth Advisors
Texas
$512K +$4.34K +81 +0.7%
CK
969
Cohen Klingenstein
New York
$511K
1SB
970
1ST Source Bank
Indiana
$511K -$482 -9 -0.1%
GLLW
971
Graves Light Lenhart Wealth
Virginia
$510K
DWP
972
Daymark Wealth Partners
Ohio
$509K +$83.2K +1,553 +17%
MIM
973
Montgomery Investment Management
Maryland
$509K
CCG
974
Cypress Capital Group
Florida
$508K -$73.9K -1,379 -11%
UWS
975
Unique Wealth Strategies
Illinois
$507K -$71K -1,325 -11%