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Name Holding Trade Value Shares
Change
Change in
Stake
CDDEC
1176
Caisse Des Depots Et Consignations
France
$572K +$507K +2,282 New
GWM
1177
Goldenstone Wealth Management
California
$568K +$888 +4 +0.2%
EFG
1178
Elm3 Financial Group
Georgia
$567K -$13.5K -61 -3%
WW
1179
Waterfront Wealth
Kansas
$564K -$666 -3 -0.1%
CNWM
1180
Clay Northam Wealth Management
California
$564K
PFS
1181
Prospect Financial Services
New York
$561K -$59.9K -270 -11%
OAM
1182
Ostrum Asset Management
France
$560K -$985K -4,437 -67%
OFG
1183
Oxford Financial Group
Indiana
$559K +$495K +2,231 New
FM
1184
Family Management
New York
$557K +$70.4K +317 +17%
AFGAS
1185
Allegiance Financial Group Advisory Services
Virginia
$557K +$169K +763 +52%
GJIA
1186
Glass Jacobson Investment Advisors
Maryland
$556K
BF
1187
bLong Financial
Tennessee
$556K -$111K -500 -18%
CFSG
1188
Clark Financial Services Group
Missouri
$554K +$491K +2,210 New
SFC
1189
SYM Financial Corp
Indiana
$554K -$52.8K -238 -10%
NA
1190
Nautilus Advisors
California
$551K +$12.7K +57 +3%
GWM
1191
Geneos Wealth Management
Colorado
$547K +$44.8K +202 +10%
Bessemer Group
1192
Bessemer Group
New Jersey
$545K +$357K +1,606 +283%
AFC
1193
Avise Financial Cooperative
California
$545K -$40.4K -182 -8%
AA
1194
Aire Advisors
California
$544K +$33.3K +150 +7%
QFW
1195
QTR Family Wealth
Florida
$543K +$165K +744 +74%
HIS
1196
Horizon Investment Services
Indiana
$543K -$5.55K -25 -1%
BW
1197
Balance Wealth
Ohio
$539K +$13.3K +60 +3%
RWB
1198
RMR Wealth Builders
New Jersey
$538K +$20.2K +91 +4%
LWM
1199
LeConte Wealth Management
Tennessee
$533K +$78.1K +352 +20%
MWM
1200
Modera Wealth Management
New Jersey
$533K +$11.5K +52 +3%