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Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
1351
Forum Financial Management
Illinois
$442K +$35.7K +217 +9%
MCCP
1352
Mission Creek Capital Partners
California
$440K -$16.3K -99 -4%
TPW
1353
TL Private Wealth
Texas
$439K – – –
VCP
1354
Vista Capital Partners
Oregon
$435K +$111K +673 +34%
MA
1355
MONECO Advisors
Connecticut
$435K +$59.5K +362 +16%
SMC
1356
Smith, Moore & Co
Missouri
$435K -$28.9K -176 -6%
JMFC
1357
J.M. Forbes & Co
Massachusetts
$434K +$13.5K +82 +3%
OIA
1358
Optimum Investment Advisors
Illinois
$431K -$18.1K -110 -4%
Tudor Investment Corp
1359
Tudor Investment Corp
Connecticut
$431K -$2.69M -16,337 -86%
Benjamin Edwards Inc
1360
Benjamin Edwards Inc
Missouri
$431K +$352K +2,141 +463%
SFG
1361
Summit Financial Group
West Virginia
$431K – – –
AT
1362
Avalon Trust
New Mexico
$430K +$427K +2,597 New
Lazard Asset Management
1363
Lazard Asset Management
New York
$429K -$9.28M -56,465 -96%
CBT
1364
CoreFirst Bank & Trust
Kansas
$427K – – –
LA
1365
LexAurum Advisors
Kansas
$427K -$9.54K -58 -2%
PWLP
1366
Prio Wealth Limited Partnership
Massachusetts
$425K – – –
IAS
1367
Investment Advisory Services
Texas
$425K +$164 +1 +0%
FWA
1368
FSM Wealth Advisors
Ohio
$424K -$66.1K -402 -14%
FHA
1369
Flagship Harbor Advisors
Massachusetts
$423K +$31.1K +189 +8%
BA
1370
Ballew Advisors
Mississippi
$423K +$3.62K +22 +0.7%
Simon Quick Advisors
1371
Simon Quick Advisors
New Jersey
$422K +$107K +651 +34%
GFS
1372
GYL Financial Synergies
Connecticut
$422K +$419K +2,548 New
SFWA
1373
Summit Financial Wealth Advisors
Louisiana
$422K +$16.8K +102 +4%
FMLI
1374
Fukoku Mutual Life Insurance
Japan
$421K – – –
MWA
1375
Miller Wealth Advisors
Colorado
$420K +$3.2M +19,436 +19,436%