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Name Holding Trade Value Shares
Change
Change in
Stake
RC
426
RegentAtlantic Capital
New Jersey
$402K -$84.7K -1,417 -17%
AWM
427
AE Wealth Management
Kansas
$401K -$211K -3,526 -34%
CA
428
Claro Advisors
Massachusetts
$401K +$1.38K +23 +0.3%
BFO
429
Boston Family Office
Massachusetts
$398K +$14.3K +240 +4%
FMWA
430
Forvis Mazars Wealth Advisors
Missouri
$391K -$53.5K -895 -12%
PFA
431
Pathway Financial Advisors
Vermont
$391K
CCP
432
Corient Capital Partners
California
$390K +$20K +334 +5%
PFO
433
Pathstone Family Office
New Jersey
$389K +$387K +6,471 +6,603%
PM
434
Parametrica Management
Hong Kong
$385K -$45.8K -767 -10%
SFS
435
Sowell Financial Services
Arkansas
$384K +$198K +3,310 +115%
PCM
436
Parsons Capital Management
Rhode Island
$381K +$5.68K +95 +1%
PWPS
437
Pinnacle Wealth Planning Services
Ohio
$380K +$1.85K +31 +0.5%
BRWA
438
B. Riley Wealth Advisors
Florida
$380K +$78.9K +1,320 +26%
CPC
439
Congress Park Capital
New York
$379K
CAN
440
Cetera Advisor Networks
California
$379K +$8.49K +142 +2%
AWM
441
Avior Wealth Management
Nebraska
$371K -$9.56K -160 -2%
CIM
442
Confluence Investment Management
Missouri
$370K +$2.51K +42 +0.7%
RGI
443
River Global Investors
United Kingdom
$367K +$371K +6,200 New
Walleye Trading
444
Walleye Trading
New York
$366K +$369K +6,176 New
CG
445
Cutler Group
California
$365K +$239K +4,000 +185%
TRCT
446
Tower Research Capital (TRC)
New York
$363K -$311K -5,206 -46%
CAM
447
Cresset Asset Management
Illinois
$361K +$10.6K +177 +3%
MFA
448
Mayflower Financial Advisors
Massachusetts
$358K +$20.9K +350 +6%
PCM
449
Perritt Capital Management
Illinois
$357K
SNT
450
Security National Trust
West Virginia
$356K