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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
876
Great Diamond Partners
Maine
$423K +$368K +3,884 New
PWM
877
Paulson Wealth Management
Illinois
$421K +$16.5K +174 +5%
FNT
878
First Nebraska Trust
Nebraska
$420K – – –
CWM
879
Circle Wealth Management
New Jersey
$416K +$14K +148 +4%
BIAS
880
Beacon Investment Advisory Services
New Jersey
$413K -$8.06K -85 -2%
MFG
881
Menard Financial Group
Texas
$407K +$19.3K +203 +6%
JF
882
Jump Financial
Illinois
$404K -$1.07M -11,286 -75%
PMA
883
Prudent Man Advisors
Illinois
$404K – – –
MWM
884
Mission Wealth Management
California
$403K +$95 +1 +0%
TA
885
Tiedemann Advisors
New York
$400K -$2.85K -30 -0.8%
KPW
886
Kore Private Wealth
New York
$400K +$64.7K +682 +23%
ACP
887
Aviance Capital Partners
Florida
$400K +$71.6K +755 +26%
SW
888
SteelPeak Wealth
California
$399K +$29.7K +313 +9%
Daiwa Securities Group
889
Daiwa Securities Group
Japan
$397K -$15.2K -160 -15%
TRCT
890
Tower Research Capital (TRC)
New York
$396K -$417K -4,394 -55%
SGK
891
Steigerwald Gordon & Koch
Virginia
$395K +$1.52K +16 +0.4%
RT
892
Rockland Trust
Massachusetts
$391K -$7.4K -78 -2%
LCWP
893
Legacy Capital Wealth Partners
Arkansas
$391K +$339K +3,571 New
NFC
894
Northeast Financial Consultants
Connecticut
$386K – – –
PIM
895
Penobscot Investment Management
Massachusetts
$382K – – –
MPPW
896
Mitchell & Pahl Private Wealth
Oklahoma
$381K +$332K +3,498 New
MAFM
897
Mid Atlantic Financial Management
Pennsylvania
$380K +$71.1K +750 +27%
LFA
898
Legacy Financial Advisors
Kentucky
$378K +$20K +211 +6%
C
899
Certuity
Florida
$371K +$34.8K +367 +12%
SPC
900
Sigma Planning Corp
Michigan
$370K -$17.8K -188 -5%