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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
951
Sargent Investment Group
Maryland
$794K -$1.45K -8 -0.2%
CT
952
Coastline Trust
Rhode Island
$791K +$23.1K +127 +3%
OHIS
953
Oak Harvest Investment Services
Texas
$787K +$350K +1,928 +74%
OWA
954
Outlook Wealth Advisors
Texas
$787K +$23.1K +127 +3%
JIP
955
Jaffetilchin Investment Partners
Florida
$783K +$2.54K +14 +0.3%
MPPW
956
Mitchell & Pahl Private Wealth
Oklahoma
$782K -$18.7K -103 -2%
QI
957
Qtron Investments
Massachusetts
$781K +$74.6K +411 +10%
LD
958
Lipe & Dalton
New York
$781K +$18.3K +101 +2%
NIM
959
NEOS Investment Management
Connecticut
$781K +$815K +4,488 New
VWA
960
V Wealth Advisors
Kansas
$778K -$967K -5,327 -54%
OIA
961
OneDigital Investment Advisors
Kansas
$776K -$70.4K -388 -8%
MLA
962
My Legacy Advisors
Oregon
$772K +$20.9K +115 +3%
CK
963
Cohen Klingenstein
New York
$771K
JFG
964
Jefferies Financial Group
New York
$768K -$1.2M -6,588 -60%
PCS
965
Personal CFO Solutions
New Jersey
$767K +$26.7K +147 +3%
PFG
966
Prosperity Financial Group
California
$761K -$62.3K -343 -7%
PA
967
Procyon Advisors
Connecticut
$760K +$520K +2,862 +190%
CAMG
968
CWA Asset Management Group
Florida
$758K +$110K +608 +16%
PWPS
969
Pinnacle Wealth Planning Services
Ohio
$758K -$30.3K -167 -4%
NSB
970
Norway Savings Bank
Maine
$756K +$59.6K +328 +8%
HWM
971
Hohimer Wealth Management
Washington
$754K +$15.6K +86 +2%
SC
972
Syon Capital
California
$753K +$786K +4,328 New
GIA
973
Guyasuta Investment Advisors
Pennsylvania
$748K
ECM
974
ExodusPoint Capital Management
New York
$748K -$3.98M -21,894 -84%
YC
975
Yarbrough Capital
Tennessee
$742K