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Name Holding Trade Value Shares
Change
Change in
Stake
VF
926
Vest Financial
Virginia
$894K +$91.2K +401 +11%
QWP
927
Quotient Wealth Partners
Texas
$888K -$174K -764 -16%
BPW
928
Bingham Private Wealth
California
$886K +$913K +4,015 New
AFT
929
Alpha Family Trust
California
$877K
ONST
930
Old North State Trust
North Carolina
$877K +$76.2K +335 +9%
FHA
931
Flagship Harbor Advisors
Massachusetts
$870K +$70.7K +311 +9%
FFA
932
Farther Finance Advisors
California
$870K +$37.3K +164 +4%
BFWM
933
Bright Futures Wealth Management
New York
$868K -$96.7K -425 -10%
LWMM
934
Legacy Wealth Management (Mississippi)
Mississippi
$855K
SC
935
Syon Capital
California
$852K -$27.7K -122 -3%
EH
936
Equitable Holdings
New York
$851K +$145K +637 +20%
IAN
937
Integrated Advisors Network
Texas
$850K -$68.9K -303 -7%
PWMG
938
Pinnacle Wealth Management Group
Michigan
$850K
SFFS
939
Stonehage Fleming Financial Services
Jersey
$838K -$227 -1 -0%
LCGC
940
Legacy Capital Group California
California
$837K -$21.6K -95 -2%
BOS
941
Bank of Stockton
California
$828K -$47.1K -207 -5%
SIG
942
Stonegate Investment Group
Alabama
$828K -$26.2K -115 -3%
GSC
943
Ground Swell Capital
South Carolina
$826K +$851K +3,743 New
MC
944
Moors & Cabot
Massachusetts
$815K +$12.1K +53 +1%
ECM
945
Evergreen Capital Management
Washington
$814K +$79.6K +350 +10%
JCIA
946
Jackson Creek Investment Advisors
Colorado
$814K +$47.3K +208 +6%
UBP
947
Union Bancaire Privee
Switzerland
$813K +$841K +3,697 New
NCM
948
Narwhal Capital Management
Georgia
$807K +$408K +1,792 +96%
A
949
AlphaQuest
New York
$805K +$121K +532 +17%
CGL
950
Clarius Group LLC
Washington
$804K -$3.18K -14 -0.4%