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Name Holding Trade Value Shares
Change
Change in
Stake
SM
1476
STF Management
Texas
$691K -$821K -2,413 -55%
TTIC
1477
Tower Trust & Investment Company
Iowa
$690K -$24.5K -72 -4%
CAM
1478
Covenant Asset Management
New Jersey
$690K -$73.5K -216 -10%
GS
1479
GWN Securities
Florida
$690K +$163K +479 +32%
BIP Wealth
1480
BIP Wealth
Georgia
$689K +$670K +1,970 New
HBK Sorce Advisory
1481
HBK Sorce Advisory
Pennsylvania
$688K +$38.4K +113 +5%
ISWM
1482
Independent Solutions Wealth Management
New York
$687K -$179K -525 -21%
VCP
1483
Verus Capital Partners
Arizona
$686K +$292K +859 +78%
OL
1484
Optas LLC
Texas
$683K +$228K +670 +52%
DE
1485
Diversified Enterprises
Delaware
$680K +$410K +1,206 +163%
SWM
1486
SeaCrest Wealth Management
New York
$680K -$64.3K -189 -9%
WA
1487
Waddell & Associates
Tennessee
$679K -$36.4K -107 -5%
BFG
1488
Birch Financial Group
New Hampshire
$678K +$3.06K +9 +0.5%
Pure Financial Advisors
1489
Pure Financial Advisors
California
$677K -$182K -535 -22%
Simplex Trading
1490
Simplex Trading
Illinois
$677K -$10.3M -30,312 -94%
IBOK
1491
Independence Bank of Kentucky
Kentucky
$677K -$156K -458 -19%
PWP
1492
Principle Wealth Partners
Connecticut
$675K +$89.8K +264 +16%
LFA
1493
Legacy Financial Advisors
Kentucky
$674K +$25.5K +75 +4%
EBA
1494
Eagle Bay Advisors
New York
$673K +$7.48K +22 +1%
NB
1495
NBT Bank
New York
$673K -$22.4K -66 -3%
SC
1496
Shearwater Capital
Colorado
$672K – – –
AGP
1497
Autumn Glory Partners
Texas
$672K +$10.2K +30 +2%
CWA
1498
Crux Wealth Advisors
California
$670K -$8.16K -24 -1%
MBTD
1499
Mechanics Bank - Trust Department
California
$670K – – –
CPA
1500
Capital Performance Advisors
California
$670K +$119K +350 +22%