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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
676
Cross Staff Investments
New York
$400K – – –
CAG
677
Csenge Advisory Group
Florida
$399K -$51K -654 -10%
NP
678
NorthRock Partners
Minnesota
$399K -$97.1K -1,246 -18%
HI
679
Harbour Investments
Wisconsin
$397K +$24.7K +317 +6%
BF
680
BOK Financial
Oklahoma
$396K +$8.49K +109 +2%
SPWG
681
Syntegra Private Wealth Group
Missouri
$393K +$7.95K +102 +2%
WN
682
Williams & Novak
California
$391K +$82.6K +1,060 +24%
MA
683
MJP Associates
Connecticut
$391K -$56.3K -722 -12%
FWIA
684
Fort Washington Investment Advisors
Ohio
$389K +$1.95K +25 +0.5%
FRA
685
Frank Rimerman Advisors
California
$388K +$40.9K +525 +11%
SC
686
SummitTX Capital
Texas
$386K +$422K +5,413 New
PCA
687
Pallas Capital Advisors
Massachusetts
$384K +$419K +5,384 New
NCM
688
Neumann Capital Management
California
$382K – – –
RT
689
Rockland Trust
Massachusetts
$380K -$30.3K -389 -7%
WAG
690
Wallace Advisory Group
California
$376K – – –
PAG
691
Private Advisor Group
New Jersey
$374K -$16.8K -216 -4%
SAW
692
Signal Advisors Wealth
Michigan
$373K +$408K +5,233 New
FFA
693
Farther Finance Advisors
California
$371K +$159K +2,046 +65%
GAM
694
Gotham Asset Management
New York
$371K -$738K -9,471 -65%
FWM
695
Foguth Wealth Management
Michigan
$370K +$404K +5,179 New
IC
696
IEQ Capital
California
$368K -$155K -1,986 -28%
AW
697
Alteri Wealth
California
$364K -$25K -321 -6%
FB
698
Fulton Bank
Pennsylvania
$363K -$2.34K -30 -0.6%
WPC
699
Wedmont Private Capital
Pennsylvania
$362K -$62.3K -800 -13%
BIG
700
Brooklyn Investment Group
New York
$362K +$89.9K +1,154 +29%