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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1176
Claro Advisors
Massachusetts
$837K -$177K -349 -17%
AIM
1177
Arcadia Investment Management
Michigan
$837K – – –
LCM
1178
Landscape Capital Management
New Jersey
$836K -$80.7K -159 -9%
RZH
1179
Relyea Zuckerberg Hanson
Connecticut
$832K +$38.6K +76 +5%
AW
1180
Alteri Wealth
California
$823K +$839K +1,653 New
MCI
1181
MRP Capital Investments
Georgia
$823K -$11.7K -23 -1%
BFM
1182
Boothbay Fund Management
New York
$823K -$161K -317 -16%
LWP
1183
LeClair Wealth Partners
Ohio
$822K +$837K +1,650 New
AssetMark Inc
1184
AssetMark Inc
California
$810K +$166K +328 +25%
JCM
1185
Jacobsen Capital Management
Utah
$809K -$13.7K -27 -2%
MP
1186
Mangrove Partners
Connecticut
$808K +$823K +1,622 New
FRM
1187
Fox Run Management
Connecticut
$805K +$458K +902 +126%
AFG
1188
Atomi Financial Group
New York
$804K +$213K +420 +35%
WLG
1189
Williamson Legacy Group
Indiana
$802K -$36K -71 -4%
CP
1190
Covenant Partners
Tennessee
$802K -$35K -69 -4%
TPCW
1191
TD Private Client Wealth
New York
$802K -$101K -199 -11%
Tudor Investment Corp
1192
Tudor Investment Corp
Connecticut
$799K -$541K -1,067 -40%
HBS
1193
Howard Bailey Securities
Indiana
$798K -$51.2K -101 -6%
BIC
1194
Beach Investment Counsel
Pennsylvania
$797K – – –
LWAM
1195
Legacy Wealth Asset Management
Minnesota
$797K -$19.3K -38 -2%
IFWM
1196
Institute for Wealth Management
Colorado
$794K -$5.07K -10 -0.6%
ACM
1197
Advisors Capital Management
New Jersey
$793K +$53.3K +105 +7%
RSC
1198
Red Spruce Capital
Pennsylvania
$790K -$81.2K -160 -9%
CA
1199
Continuum Advisory
Idaho
$785K +$16.7K +33 +2%
FAM
1200
Formidable Asset Management
Ohio
$785K -$46.2K -91 -5%