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Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
501
Sage Private Wealth Group
Illinois
$460K +$18K +75 +4%
BFA
502
Beaumont Financial Advisors
Massachusetts
$459K
PAS
503
Park Avenue Securities
New York
$458K -$67K -280 -13%
Tudor Investment Corp
504
Tudor Investment Corp
Connecticut
$447K -$4.46M -18,628 -91%
William Blair & Company
505
William Blair & Company
Illinois
$438K -$42.4K -177 -9%
CG
506
Cynosure Group
Utah
$438K
PWS
507
Peterson Wealth Services
Utah
$438K +$788K +3,292 +191%
Jones Financial Companies
508
Jones Financial Companies
Missouri
$436K +$55.1K +230 +15%
SCP
509
Sivia Capital Partners
California
$435K +$420K +1,756 New
GAG
510
GM Advisory Group
New York
$434K -$18.4K -77 -4%
TPBG
511
Turning Point Benefit Group
Maryland
$434K +$49.5K +207 +13%
LFAS
512
Level Four Advisory Services
Texas
$434K +$239 +1 +0.1%
ECM
513
Everence Capital Management
Indiana
$429K +$89.5K +374 +28%
OF
514
Optimize Financial
California
$428K +$414K +1,731 New
CSPIA
515
Cary Street Partners Investment Advisory
Virginia
$428K +$5.27K +22 +1%
SC
516
Syon Capital
California
$426K +$15.1K +63 +4%
PFG
517
PAX Financial Group
Texas
$426K -$718 -3 -0.2%
CPIG
518
Chicago Partners Investment Group
Illinois
$424K +$421K +1,758 New
PWG
519
Portside Wealth Group
Utah
$422K +$18.4K +77 +5%
MIM
520
MTM Investment Management
South Carolina
$420K
SC
521
Shearwater Capital
Colorado
$419K
GT
522
Glenview Trust
Kentucky
$418K -$77.8K -325 -16%
CFO
523
Callan Family Office
Pennsylvania
$412K -$40.9K -171 -9%
TRCT
524
Tower Research Capital (TRC)
New York
$411K +$64.1K +268 +19%
BEAM
525
Baker Ellis Asset Management
Washington
$410K +$397K +1,658 New