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Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1551
Almanack Investment Partners
Pennsylvania
$607K +$617K +8,415 New
YDMI
1552
Y.D. More Investments
Israel
$606K +$3.81K +52 +0.6%
RCG
1553
Regatta Capital Group
California
$606K +$61.4K +838 +11%
SWA
1554
Sax Wealth Advisors
New Jersey
$605K -$150K -2,040 -20%
EAM
1555
Empirical Asset Management
Massachusetts
$598K -$391K -5,334 -39%
HWA
1556
Heartwood Wealth Advisors
Virginia
$595K +$99.4K +1,356 +20%
ZIG
1557
Zuckerman Investment Group
Illinois
$595K +$7.55K +103 +1%
VCA
1558
Verdence Capital Advisors
Maryland
$594K -$423K -5,774 -41%
Koshinski Asset Management
1559
Koshinski Asset Management
Illinois
$594K -$59.8K -816 -9%
NP
1560
NorthRock Partners
Minnesota
$592K +$8.21K +112 +1%
RL
1561
Rogco LP
Oklahoma
$591K -$12.2K -167 -2%
KAS
1562
KPP Advisory Services
Kentucky
$589K +$355K +4,838 +146%
PE
1563
PCM Encore
Colorado
$586K +$163K +2,217 +38%
AA
1564
Alta Advisers
United Kingdom
$585K
CTC
1565
Central Trust Company
Missouri
$584K -$91.7K -1,250 -13%
CAM
1566
Carret Asset Management
New York
$583K +$593K +8,085 New
UWS
1567
Unique Wealth Strategies
Illinois
$582K -$36.1K -492 -6%
CCG
1568
Coastwise Capital Group
California
$582K +$264K +3,600 +81%
TCIIS
1569
TIAA-CREF Individual & Institutional Services
New York
$580K -$9.39K -128 -2%
CWM
1570
Cornerstone Wealth Management
Missouri
$580K -$95.4K -1,301 -14%
AWM
1571
Accurate Wealth Management
Florida
$579K +$183K +2,498 +47%
AWA
1572
Artemis Wealth Advisors
New York
$577K
IWA
1573
Inspirion Wealth Advisors
Illinois
$576K +$581K +7,930 New
EWA
1574
Evolution Wealth Advisors
Florida
$576K +$381K +5,198 +187%
FFG
1575
Fortem Financial Group
California
$570K -$67.2K -917 -10%