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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
326
Pathstone Family Office
New Jersey
$15K +$13.6K +641 New
FMT
327
First Mercantile Trust
Tennessee
$14K +$12.5K +590 New
FFA
328
Freedman Financial Associates
Massachusetts
$14K +$13.2K +625 New
AA
329
Ancora Advisors
Ohio
$12K
AF
330
Advisornet Financial
Minnesota
$10K
SWM
331
Sugarloaf Wealth Management
Georgia
$9K +$529 +25 +7%
FTDI
332
First Trust Direct Indexing
Massachusetts
$9K +$8.04K +380 New
IA
333
IFP Advisors
Florida
$8K -$3.7K -175 -35%
TPCW
334
TD Private Client Wealth
New York
$7.14K -$3.36K -159 -34%
TFO
335
Tarbox Family Office
California
$7K +$106 +5 +2%
PA
336
Parallel Advisors
California
$6K -$3.85K -182 -41%
CB
337
Community Bank
New York
$6K
CAM
338
Costello Asset Management
Pennsylvania
$6K
Rockefeller Capital Management
339
Rockefeller Capital Management
New York
$6K
RPWA
340
Regent Peak Wealth Advisors
Georgia
$6K +$5.31K +251 New
CA
341
Clearstead Advisors
Ohio
$5K
HCP
342
Hexagon Capital Partners
Arkansas
$5K
CAAS
343
Capital Asset Advisory Services
Michigan
$5K +$4.25K +201 New
MS
344
Mizuho Securities
Japan
$5K +$4.55K +215 New
SPIA
345
Steward Partners Investment Advisory
New York
$4K -$1.06K -50 -21%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$4K -$508 -24 -11%
First Manhattan
347
First Manhattan
New York
$4K
GI
348
Gradient Investments
Minnesota
$4K
NFSG
349
Newbridge Financial Services Group
Florida
$4K
Bank Julius Baer & Co
350
Bank Julius Baer & Co
Switzerland
$4K +$42 +2 +1%