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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1776
Shelton Wealth Management
Texas
$793K +$691K +1,428 New
NPT
1777
National Philanthropic Trust
Pennsylvania
$793K -$62.9K -130 -8%
CBA
1778
Coastal Bridge Advisors
Connecticut
$793K +$45.5K +94 +7%
SFB
1779
STAR Financial Bank
Indiana
$792K -$85.2K -176 -11%
GI
1780
GAMCO Investors
Connecticut
$791K -$4.41M -9,106 -86%
MMA
1781
Miracle Mile Advisors
California
$790K -$1.06M -2,181 -61%
WA
1782
Wambolt & Associates
Colorado
$790K -$32.9K -68 -5%
EWA
1783
Etesian Wealth Advisors
Oregon
$788K -$2.42K -5 -0.4%
FFA
1784
Founders Financial Alliance
North Carolina
$788K +$484 +1 +0.1%
PWM
1785
PBMares Wealth Management
Virginia
$788K -$24.2K -50 -3%
BFC
1786
Bedel Financial Consulting
Indiana
$787K -$10.7K -22 -2%
NFSG
1787
Newbridge Financial Services Group
Florida
$787K -$121K -250 -15%
Impax Asset Management Group
1788
Impax Asset Management Group
United Kingdom
$787K -$4.71M -9,720 -87%
PIA
1789
Pinion Investment Advisors
Kansas
$786K -$12.6K -26 -2%
SL
1790
SFM LLC
New Hampshire
$785K -$289K -597 -30%
SEIA
1791
Signature Estate & Investment Advisors
California
$784K +$261K +539 +62%
NDSI
1792
Newman Dignan & Sheerar Inc
Rhode Island
$783K +$272K +562 +66%
SAI
1793
Savvy Advisors Inc
New York
$781K +$404K +835 +146%
FOFP
1794
Fee-Only Financial Planning
South Carolina
$781K
SP
1795
Stablepoint Partners
Massachusetts
$776K +$153K +316 +28%
AWA
1796
Alta Wealth Advisors
Massachusetts
$774K -$6.29K -13 -0.9%
VST
1797
Van Strum & Towne
California
$772K +$161K +332 +31%
RWP
1798
Ridgecrest Wealth Partners
California
$772K -$3.39K -7 -0.5%
LWL
1799
Leo Wealth LLC
Texas
$771K -$717K -1,481 -52%
NB
1800
Northwest Bancshares
Pennsylvania
$771K -$229K -473 -25%