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Name Holding Trade Value Shares
Change
Change in
Stake
HAC
2676
Harbor Advisory Corp
New Hampshire
$251K -$49.8K -984 -17%
LWMNY
2677
Landmark Wealth Management (New York)
New York
$251K -$27.6K -546 -10%
JF
2678
JSF Financial
California
$251K -$7.99K -158 -3%
WH
2679
Willner & Heller
California
$251K -$6.78K -134 -3%
AWM
2680
Atticus Wealth Management
Florida
$251K -$354 -7 -0.1%
SCA
2681
Scott Capital Advisors
Oregon
$251K +$3.64K +72 +1%
CIAS
2682
CBIZ Investment Advisory Services
Ohio
$250K -$78.3K -1,547 -24%
CL
2683
CIM LLC
New York
$250K +$7.59K +150 +3%
AFS
2684
AFG Fiduciary Services
Massachusetts
$250K +$8.04K +159 +3%
AWM
2685
Avaii Wealth Management
Wisconsin
$249K -$5.92K -117 -2%
ASC
2686
Atalanta Sosnoff Capital
New York
$249K -$3.24K -64 -1%
NWA
2687
New World Advisors
Massachusetts
$249K
PIA
2688
Powell Investment Advisors
Florida
$248K -$51 -1 -0%
CIM
2689
Chapman Investment Management
California
$248K
QWM
2690
Quaker Wealth Management
New Jersey
$248K +$354 +7 +0.1%
SA
2691
Scarborough Advisors
Maryland
$248K +$1.37K +27 +0.6%
KWM
2692
Keebeck Wealth Management
Illinois
$247K -$38.5K -762 -14%
ACM
2693
Antonetti Capital Management
Florida
$247K -$22.4K -442 -8%
PVH
2694
Psagot Value Holdings
Israel
$246K
NCM
2695
Noesis Capital Mangement
Florida
$246K +$506 +10 +0.2%
NFG
2696
Northeast Financial Group
Pennsylvania
$246K +$1.92K +38 +0.8%
CS
2697
Cannell & Spears
New York
$245K -$94.3K -1,865 -28%
CWP
2698
Curated Wealth Partners
California
$245K -$68.7K -1,358 -22%
TP
2699
Tranquility Partners
Tennessee
$245K
FFG
2700
Ford Financial Group
California
$245K +$152 +3 +0.1%