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Name Holding Trade Value Shares
Change
Change in
Stake
AP
576
Adero Partners
California
$1.45M +$10.6K +19 +0.7%
LA
577
Legacy Advisors
Pennsylvania
$1.44M +$6.71K +12 +0.5%
CPSC
578
Carl P. Sherr & Co
Massachusetts
$1.42M
JGC
579
J. Goldman & Co
New York
$1.41M +$1.43M +2,564 New
SFA
580
Sequoia Financial Advisors
Ohio
$1.41M +$276K +494 +24%
SAI
581
Savvy Advisors Inc
New York
$1.41M +$1.15M +2,055 +408%
GVAG
582
Great Valley Advisor Group
Delaware
$1.41M +$243K +435 +21%
SWM
583
SeaCrest Wealth Management
New York
$1.4M +$417K +746 +41%
WSFS
584
Wilmington Savings Fund Society
Delaware
$1.4M -$319K -571 -18%
OIA
585
OneDigital Investment Advisors
Kansas
$1.39M -$65.4K -117 -4%
MGP
586
Metis Global Partners
California
$1.39M +$203K +364 +17%
WIM
587
Wittenberg Investment Management
Massachusetts
$1.39M -$140K -250 -9%
PCS
588
Personal CFO Solutions
New Jersey
$1.38M -$97.2K -174 -6%
HWM
589
HB Wealth Management
Georgia
$1.38M +$438K +784 +46%
CFO
590
Callan Family Office
Pennsylvania
$1.36M +$606K +1,085 +79%
OF
591
Optimize Financial
California
$1.35M +$1.37M +2,458 New
LJAC
592
L.J. Altfest & Co
New York
$1.32M +$1.34M +2,401 New
MFS
593
Monetta Financial Services
Illinois
$1.32M
FFA
594
Farther Finance Advisors
California
$1.32M +$200K +357 +18%
MFS
595
Mirabella Financial Services
United Kingdom
$1.31M +$1.33M +2,373 New
Lido Advisors
596
Lido Advisors
California
$1.3M +$1.02M +1,818 +333%
AHIA
597
Andrew Hill Investment Advisors
Florida
$1.28M -$1.83M -3,273 -58%
TFS
598
Thoroughbred Financial Services
Tennessee
$1.28M -$2.79K -5 -0.2%
CIAM
599
Caitong International Asset Management
Hong Kong
$1.27M +$1.29M +2,309 New
IEFM
600
IQ EQ Fund Management
Ireland
$1.27M +$452K +809 +54%