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Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1051
Quattro Financial Advisors
Texas
$435K – – –
Edgewood Management
1052
Edgewood Management
Connecticut
$435K +$473K +5,000 New
BG
1053
Bollard Group
Massachusetts
$434K -$15.7K -166 -3%
SPC
1054
Sigma Planning Corp
Michigan
$433K +$33.2K +351 +8%
CA
1055
Carson Advisory
Georgia
$432K +$1.23K +13 +0.3%
ACA
1056
Atlas Capital Advisors
Wyoming
$431K -$42K -444 -8%
DWP
1057
Daymark Wealth Partners
Ohio
$430K +$43.5K +460 +10%
WANY
1058
Wealthspire Advisors (New York)
New York
$429K -$544K -5,756 -54%
MC
1059
Merlin Capital
Rhode Island
$424K -$198K -2,094 -30%
CA
1060
Crumly & Associates
Illinois
$421K +$95 +1 +0%
Empower Advisory Group
1061
Empower Advisory Group
Colorado
$421K +$8.79K +93 +2%
PG
1062
Patten Group
Tennessee
$419K – – –
MIM
1063
Martin Investment Management
Florida
$415K -$1.1M -11,675 -71%
BC
1064
Bridgefront Capital
Texas
$415K -$29.2K -309 -6%
GC
1065
GFG Capital
Florida
$413K – – –
BFEC
1066
Benjamin F. Edwards & Company
Missouri
$412K +$82K +867 +22%
Luther King Capital Management (LKCM)
1067
Luther King Capital Management (LKCM)
Texas
$412K +$6.24K +66 +1%
PWP
1068
Phillips Wealth Planners
Mississippi
$412K -$5.29K -56 -1%
MG
1069
Mather Group
Illinois
$410K -$19K -201 -4%
PCM
1070
Parsons Capital Management
Rhode Island
$404K – – –
AWM
1071
Avitas Wealth Management
California
$403K -$12.8K -135 -3%
NCM
1072
Narwhal Capital Management
Georgia
$402K – – –
RMCM
1073
Reynders McVeigh Capital Management
Massachusetts
$398K -$6.15K -65 -1%
CS
1074
Comerica Securities
Michigan
$398K -$28.7K -303 -6%
RBC
1075
Romano Brothers & Co
Illinois
$397K – – –