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Name Holding Trade Value Shares
Change
Change in
Stake
JC
826
Jacobs & Co
California
$482K
EDRH
827
Edmond de Rothschild Holding
Switzerland
$481K +$1.62K +30 +0.5%
Massachusetts Financial Services
828
Massachusetts Financial Services
Massachusetts
$481K +$361K +6,675 New
HIIFS
829
Harel Insurance Investments & Financial Services
Israel
$479K +$320K +5,910 +788%
PP
830
PDS Planning
Ohio
$476K +$358K +6,615 New
OGC
831
Oak Grove Capital
New Hampshire
$475K -$81.1K -1,500 -19%
LCM
832
Leisure Capital Management
California
$475K -$24.3K -450 -6%
RW
833
RVW Wealth
California
$473K +$10.5K +195 +3%
RFA
834
Reilly Financial Advisors
California
$472K +$101K +1,875 +40%
CT
835
Cambridge Trust
Massachusetts
$471K +$257K +4,755 New
BFEC
836
Benjamin F. Edwards & Company
Missouri
$469K -$110K -2,025 -24%
WPW
837
Waldron Private Wealth
Pennsylvania
$469K +$353K +6,525 New
SS
838
Sunbelt Securities
Texas
$467K -$226K -4,185 -39%
SWA
839
SFMG Wealth Advisors
Texas
$465K -$21.1K -390 -6%
EMG
840
ETF Managers Group
New Jersey
$464K -$424K -7,830 -53%
BFG
841
Barber Financial Group
Kansas
$461K
GIA
842
Guyasuta Investment Advisors
Pennsylvania
$461K
KCM
843
Karp Capital Management
California
$460K +$346K +6,390 New
BBWA
844
Bell & Brown Wealth Advisors
California
$459K -$56.8K -1,050 -18%
LA
845
LexAurum Advisors
Kansas
$456K -$4.06K -75 -1%
APP
846
Avantax Planning Partners
Iowa
$454K -$15.4K -285 -4%
HR
847
Hayden Royal
North Carolina
$454K -$308K -5,700 -48%
SWA
848
Sutton Wealth Advisors
Florida
$452K
BC
849
Burney Company
Virginia
$451K -$189K -3,495 -36%
CAM
850
Crestone Asset Management
Colorado
$448K