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Name Holding Trade Value Shares
Change
Change in
Stake
FI
526
FormulaFolio Investments
Michigan
$541K -$40.7K -476 -7%
OFG
527
OmniStar Financial Group
North Carolina
$538K -$769 -9 -0.1%
CIM
528
CIM Investment Management
Pennsylvania
$538K
JHCP
529
Jackson Hole Capital Partners
Oklahoma
$534K
AWM
530
Altium Wealth Management
New York
$530K -$79.5K -931 -13%
BFO
531
Biltmore Family Office
North Carolina
$528K -$8.54K -100 -2%
DLA
532
Douglas Lane & Associates
New York
$527K -$75.3K -882 -13%
TSWM
533
Triangle Securities Wealth Management
North Carolina
$527K +$3.42K +40 +0.7%
CS
534
Comerica Securities
Michigan
$526K +$8.63K +101 +2%
PFA
535
Pathway Financial Advisors
Vermont
$521K
MLL
536
Moody Lynn & Lieberson
Massachusetts
$520K
SWRP
537
Summit Wealth & Retirement Planning
California
$520K
AIM
538
Alhambra Investment Management
Florida
$519K
LIA
539
LS Investment Advisors
Michigan
$517K -$929K -10,877 -65%
Rockefeller Capital Management
540
Rockefeller Capital Management
New York
$517K -$156K -1,823 -23%
AWM
541
Altavista Wealth Management
North Carolina
$515K
SJIM
542
St. Johns Investment Management
Florida
$510K -$43.6K -510 -8%
PP
543
Palladium Partners
Virginia
$502K
AF
544
Arrow Financial
New York
$501K +$49K +574 +11%
PFS
545
Prospera Financial Services
Texas
$498K +$23.2K +272 +5%
GBT
546
Grove Bank & Trust
Florida
$496K -$41K -480 -8%
BFA
547
Bragg Financial Advisors
North Carolina
$494K
WJWM
548
Williams Jones Wealth Management
New York
$491K
LAM
549
Lountzis Asset Management
Pennsylvania
$488K +$480K +5,616 New
CBA
550
Coastal Bridge Advisors
Connecticut
$487K +$512 +6 +0.1%