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Name Holding Trade Value Shares
Change
Change in
Stake
FA
2076
Fiducient Advisors
Illinois
$341K -$3.46K -60 -1%
LF
2077
Lee Financial
Texas
$341K +$403 +7 +0.1%
TFO
2078
Tarbox Family Office
California
$341K +$17.1K +297 +5%
AC
2079
Avestar Capital
New York
$340K +$13.1K +228 +4%
AWCI
2080
Alpine Woods Capital Investors
New York
$337K +$46.1K +800 +16%
FFG
2081
Ford Financial Group
California
$336K +$90.6K +1,572 +36%
SCI
2082
Stableford Capital II
Arizona
$333K -$273K -4,740 -45%
WIC
2083
Whitegate Investment Counselors
New Hampshire
$332K -$15.8K -274 -5%
TW
2084
Towerpoint Wealth
California
$332K -$12.7K -221 -4%
MFW
2085
Meristem Family Wealth
Minnesota
$332K +$77.1K +1,338 +30%
CAM
2086
Concorde Asset Management
Michigan
$331K +$121K +2,093 +57%
C
2087
Cerebellum
California
$330K +$333K +5,785 New
TC
2088
Trust Company
Kansas
$329K -$2.52M -43,762 -88%
CP
2089
Cumberland Partners
Ontario, Canada
$329K -$14.4K -250 -4%
KTA
2090
Keeley-Teton Advisors
Illinois
$329K +$2.59K +45 +0.8%
W
2091
Wealthquest
Ohio
$328K
BWA
2092
Burt Wealth Advisors
Maryland
$327K -$94.2K -1,634 -22%
CP
2093
Camelot Portfolios
Ohio
$327K +$24.5K +425 +8%
LB
2094
Legacy Bridge
Iowa
$325K
BIA
2095
BHK Investment Advisors
Alabama
$324K -$2.71K -47 -0.8%
BFG
2096
Bouchey Financial Group
New York
$324K +$173 +3 +0.1%
BCM
2097
Becker Capital Management
Oregon
$321K -$25.4K -440 -7%
BFA
2098
Brendel Financial Advisors
New Hampshire
$321K
MAS
2099
Managed Account Services
Florida
$321K
BFWA
2100
Benchmark Financial Wealth Advisors
Florida
$320K +$32K +555 +11%