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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1601
Principle Wealth Partners
Connecticut
$908K -$26.1K -245 -3%
WCAMG
1602
Woodard & Company Asset Management Group
North Carolina
$907K +$13.9K +130 +2%
KCFA
1603
Key Client Fiduciary Advisors
New Jersey
$906K -$8.95K -84 -1%
SIP
1604
Scott Investment Partners
United Kingdom
$905K – – –
EIA
1605
Eldridge Investment Advisors
New Hampshire
$903K -$58.4K -548 -6%
OC
1606
Oarsman Capital
Wisconsin
$902K -$7.57K -71 -0.9%
TWM
1607
Tradition Wealth Management
Minnesota
$902K +$12.2K +114 +1%
RiverFront Investment Group
1608
RiverFront Investment Group
Virginia
$899K +$1.81K +17 +0.2%
EBA
1609
Eagle Bay Advisors
New York
$898K +$1.92K +18 +0.2%
Farther Finance Advisors
1610
Farther Finance Advisors
California
$897K +$414K +3,884 +89%
ITIM
1611
Indiana Trust & Investment Management
Indiana
$896K -$320 -3 -0%
RRC
1612
Relaxing Retirement Coach
Massachusetts
$895K +$959 +9 +0.1%
LSPW
1613
Lake Street Private Wealth
Illinois
$893K +$1.49K +14 +0.2%
Capital Wealth Planning
1614
Capital Wealth Planning
Florida
$893K +$11.2K +105 +1%
HFAS
1615
Hummer Financial Advisory Services
Illinois
$893K – – –
TWI
1616
Thomas White International
Illinois
$891K – – –
TCA
1617
Transcend Capital Advisors
New Jersey
$889K -$21.9K -205 -2%
SWM
1618
Sendero Wealth Management
Texas
$889K +$869K +8,153 New
BRA
1619
Bender Robert & Associates
California
$888K -$61.8K -580 -7%
BMCM
1620
Burns Matteson Capital Management
New York
$885K – – –
Alpha Cubed Investments
1621
Alpha Cubed Investments
California
$884K -$42.4K -398 -5%
Perpetual Ltd
1622
Perpetual Ltd
Australia
$883K – – –
SIA
1623
Strategic Investment Advisors
Michigan
$882K +$100K +939 +13%
PRC
1624
Pearl River Capital
Michigan
$881K -$7.15M -67,084 -89%
PPC
1625
Park Place Capital
Alabama
$877K +$5.22K +49 +0.6%