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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1201
Crowley Wealth Management
Delaware
$2.48M -$56K -440 -2%
PWAM
1202
Papamarkou Wellner Asset Management
New York
$2.46M +$11.2K +88 +0.5%
SFI
1203
SPC Financial Inc
Maryland
$2.44M +$46.1K +362 +2%
SageView Advisory Group
1204
SageView Advisory Group
California
$2.43M +$366K +2,873 +19%
CIAS
1205
CFS Investment Advisory Services
New Jersey
$2.42M -$31.1K -244 -1%
BCA
1206
Bay Colony Advisors
Massachusetts
$2.42M -$7K -55 -0.3%
MWM
1207
MFG Wealth Management
Indiana
$2.41M +$1.27K +10 +0.1%
MTC
1208
McDaniel Terry & Co
Texas
$2.41M -$3.18K -25 -0.1%
PIMJS
1209
PKO Investment Management Joint-Stock
Poland
$2.39M +$127K +1,000 +6%
Evergreen Capital Management
1210
Evergreen Capital Management
Washington
$2.39M +$135K +1,058 +6%
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$2.38M +$161K +1,266 +8%
TNB
1212
Thomasville National Bank
Georgia
$2.37M -$28.6K -225 -1%
WWM
1213
Wolff Wiese Magana
California
$2.36M +$130K +1,018 +6%
Simplicity Wealth
1214
Simplicity Wealth
New Jersey
$2.36M +$1.21M +9,506 +115%
GWM
1215
GSB Wealth Management
Connecticut
$2.36M -$53.3K -419 -2%
LNB
1216
Ledyard National Bank
$2.35M -$170K -1,338 -7%
OPW
1217
Oxler Private Wealth
New York
$2.35M -$11.1K -87 -0.5%
CL
1218
CIM LLC
New York
$2.35M +$91.5K +719 +4%
WBC
1219
West Branch Capital
Massachusetts
$2.34M +$265K +2,080 +13%
PCS
1220
Personal CFO Solutions
New Jersey
$2.33M +$10.7K +84 +0.5%
SHFA
1221
SS&H Financial Advisors
Michigan
$2.33M -$6.36K -50 -0.3%
IFP Advisors
1222
IFP Advisors
Florida
$2.32M -$144K -1,134 -6%
AWM
1223
Aries Wealth Management
Maine
$2.31M +$85.7K +673 +4%
Tema ETFs
1224
Tema ETFs
New York
$2.31M +$2.22M +17,445 New
FRA
1225
Frank Rimerman Advisors
California
$2.31M -$81.5K -640 -4%