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Name Holding Trade Value Shares
Change
Change in
Stake
BW
801
Bison Wealth
Georgia
$618K +$532K +14,310 New
DWT
802
Dorsey & Whitney Trust
South Dakota
$618K +$483 +13 +0.1%
CPC
803
Congress Park Capital
New York
$616K -$253K -6,800 -32%
FCH
804
Freestone Capital Holdings
Washington
$615K -$1.71K -46 -0.3%
DA
805
Doliver Advisors
Texas
$615K +$4.65K +125 +0.9%
MWM
806
Moran Wealth Management
Florida
$612K +$527K +14,171 New
AC
807
ASB Consultores
Florida
$608K -$58.2K -1,567 -10%
LJAC
808
L.J. Altfest & Co
New York
$607K +$86.5K +2,328 +20%
DT
809
Diversified Trust
Tennessee
$605K +$65.8K +1,770 +14%
DF
810
Donoghue Forlines
Massachusetts
$600K +$517K +13,903 New
CM
811
CastleKnight Management
New York
$600K -$130K -3,500 -20%
GIA
812
Gladstone Institutional Advisory
Florida
$596K +$207K +5,560 +67%
PAWA
813
Palo Alto Wealth Advisors
California
$596K -$149K -4,000 -22%
NFSG
814
Newbridge Financial Services Group
Florida
$592K +$96.8K +2,603 +23%
MCC
815
Malaga Cove Capital
California
$589K
MCCP
816
Mission Creek Capital Partners
California
$588K -$184K -4,949 -27%
RIA
817
Realta Investment Advisors
Delaware
$582K +$76.5K +2,057 +18%
TFA
818
Teamwork Financial Advisors
Texas
$580K +$499K +13,437 New
WC
819
Woodstock Corp
Massachusetts
$572K -$10.8K -290 -2%
FFS
820
Founders Financial Securities
Maryland
$572K +$9.7K +261 +2%
GLA
821
Good Life Advisors
Pennsylvania
$572K +$182K +4,896 +59%
UM
822
UniSuper Management
Australia
$566K +$487K +13,100 New
VanEck Associates
823
VanEck Associates
New York
$565K -$118K -3,173 -20%
V
824
ViaWealth
Kansas
$564K +$41.8K +1,125 +9%
OPWM
825
Oxinas Partners Wealth Management
Indiana
$563K +$41.6K +1,120 +9%