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Name Holding Trade Value Shares
Change
Change in
Stake
MMG
501
Monetary Management Group
Missouri
$582K -$9.2K -25 -1%
AC
502
Apogem Capital
New York
$582K +$667K +1,813 New
LC
503
Lindbrook Capital
California
$577K +$25.8K +70 +4%
LMAM
504
Legg Mason Asset Management
Japan
$576K -$146K -397 -18%
BCA
505
Bay Colony Advisors
Massachusetts
$570K +$16.2K +44 +3%
BO
506
BRR OpCo
Ohio
$570K +$653K +1,775 New
NFG
507
Nations Financial Group
Iowa
$566K -$22.5K -61 -3%
BDF
508
Balasa Dinverno & Foltz
$563K -$61.1K -166 -9%
RPC
509
Rossmore Private Capital
Connecticut
$559K
JIC
510
Joel Isaacson & Co
New York
$556K +$140K +380 +28%
SF
511
Synovus Financial
Georgia
$550K +$624K +1,696 New
CG
512
Caprock Group
Idaho
$548K +$21.3K +58 +4%
SW
513
SteelPeak Wealth
California
$539K -$1.74M -4,725 -74%
PAS
514
Park Avenue Securities
New York
$534K +$612K +1,663 New
F
515
F3Logic
Minnesota
$533K -$36.8K -100 -6%
JWCA
516
J.W. Cole Advisors
Florida
$528K +$8.1K +22 +1%
Brown Advisory
517
Brown Advisory
Maryland
$526K +$18.4K +50 +3%
MIC
518
Means Investment Company
Maine
$521K +$4.79K +13 +0.8%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$516K +$132K +359 +29%
AWE
520
Avidian Wealth Enterprises
Texas
$515K +$55.2K +150 +10%
Cerity Partners
521
Cerity Partners
New York
$514K +$225K +610 +62%
TWM
522
Triton Wealth Management
Arizona
$507K +$589K +1,601 New
WMP
523
Wealth Management Partners
Arizona
$498K +$79.1K +215 +16%
WAS
524
WESPAC Advisors SoCal
California
$496K +$569K +1,545 New
OPW
525
Oxler Private Wealth
New York
$490K +$350K +951 +165%