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Name Holding Trade Value Shares
Change
Change in
Stake
OCG
401
Opus Capital Group
Ohio
$231K -$27.3K -530 -10%
FA
402
Forefront Analytics
Pennsylvania
$226K -$2.42K -47 -1%
WI
403
WrapManager Inc
California
$226K -$2.27K -44 -1%
HAG
404
HighPoint Advisor Group
Illinois
$226K +$17.6K +342 +8%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$223K -$6.02K -117 -3%
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$220K +$171K +3,315 +313%
WCWM
407
Willow Creek Wealth Management
California
$219K
LOPW
408
Live Oak Private Wealth
North Carolina
$217K -$4.02K -78 -2%
MGWM
409
Marks Group Wealth Management
Minnesota
$215K
OL
410
Optas LLC
Texas
$214K +$220K +4,279 New
ECM
411
Estabrook Capital Management
New York
$207K -$144K -2,800 -40%
FFA
412
First Foundation Advisors
California
$207K
MAA
413
Mraz Amerine & Associates
California
$206K
BCA
414
Bray Capital Advisors
Florida
$204K
OPS
415
Orion Portfolio Solutions
Nebraska
$201K +$87.7K +1,704 +74%
New York State Common Retirement Fund
416
New York State Common Retirement Fund
New York
$200K -$154K -2,994 -43%
ADL
417
Asset Dedication LLC
California
$196K +$44.5K +865 +28%
EI
418
Ellevest Inc
New York
$194K +$23.7K +460 +14%
AIC
419
Archer Investment Corporation
Indiana
$188K
PCG
420
Private Capital Group
Connecticut
$188K -$8.6K -167 -4%
NNP
421
Nachman Norwood & Parrott
South Carolina
$186K +$191K +3,708 New
CT
422
Caldwell Trust
Florida
$184K
LC
423
Lindbrook Capital
California
$175K -$1.34K -26 -0.7%
BAM
424
Belpointe Asset Management
Nevada
$171K -$13.1K -254 -7%
JWA
425
JFS Wealth Advisors
Pennsylvania
$170K