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Name Holding Trade Value Shares
Change
Change in
Stake
LGA
1751
Lebenthal Global Advisors
New York
$630K +$626K +29,014 New
MCM
1752
McRae Capital Management
New Jersey
$629K -$213K -9,897 -25%
FFA
1753
Fragasso Financial Advisors
Pennsylvania
$629K +$111K +5,137 +22%
AWAP
1754
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$628K +$623K +28,896 New
NSAM
1755
North Star Asset Management
Wisconsin
$627K -$25.7K -1,194 -4%
SWP
1756
Summit Wealth Partners
Florida
$626K +$14.3K +664 +2%
DBIA
1757
Dumont & Blake Investment Advisors
New Jersey
$625K -$111K -5,139 -15%
AMCA
1758
Arthur M. Cohen & Associates
Illinois
$625K -$53.7K -2,489 -8%
LWM
1759
Liberty Wealth Management
California
$625K -$28.9K -1,338 -4%
ROTUOC
1760
Regents of the University of California
California
$624K
HA
1761
HYA Advisors
Missouri
$623K -$33.8K -1,569 -5%
PAG
1762
Pinnacle Advisory Group
Maryland
$622K +$39.9K +1,848 +7%
MPPW
1763
Mitchell & Pahl Private Wealth
Oklahoma
$622K +$617K +28,618 New
OPWM
1764
Oxinas Partners Wealth Management
Indiana
$622K +$618K +28,637 New
MA
1765
MJP Associates
Connecticut
$622K +$618K +28,639 New
RC
1766
RBO & Co
California
$621K -$128K -5,925 -17%
FFC
1767
First Financial Corp
Indiana
$621K +$14.1K +652 +2%
EWM
1768
Endurance Wealth Management
Rhode Island
$620K -$2.83K -131 -0.5%
LA
1769
LexAurum Advisors
Kansas
$619K +$93.8K +4,350 +18%
MS
1770
Maven Securities
Jersey
$617K +$612K +28,387 New
IC
1771
Investment Counsel
Michigan
$616K -$22.9K -1,060 -4%
SBL
1772
Sargent Bickham Lagudis
Colorado
$615K +$46.6K +2,162 +8%
CFFP
1773
Center for Financial Planning
Michigan
$614K -$7.74K -359 -1%
YIA
1774
YHB Investment Advisors
Connecticut
$613K +$69.6K +3,229 +13%
CIP
1775
Cornerstone Investment Partners
Georgia
$611K