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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1426
SevenBridge Financial Group
Pennsylvania
$438K
LWP
1427
Lumature Wealth Partners
Georgia
$434K +$13.5K +63 +3%
AWA
1428
Arkadios Wealth Advisors
Georgia
$434K +$75.8K +354 +23%
SACTSONJ
1429
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$432K
CWM
1430
Chemistry Wealth Management
New York
$432K +$407K +1,900 New
BP
1431
BBR Partners
New York
$431K +$406K +1,894 New
BFA
1432
Brendel Financial Advisors
New Hampshire
$427K
GAG
1433
GM Advisory Group
New York
$425K -$38.3K -179 -9%
KMWM
1434
Keudell/Morrison Wealth Management
Oregon
$423K -$72.6K -339 -15%
CST
1435
Charles Schwab Trust
Nevada
$423K -$4.92K -23 -1%
WG
1436
Welch Group
Alabama
$423K
CWP
1437
CFM Wealth Partners
Texas
$422K +$71.7K +335 +22%
AIA
1438
Alera Investment Advisors
Illinois
$422K +$397K +1,855 New
MA
1439
MCF Advisors
Kentucky
$422K +$397K +1,855 New
CBT
1440
CoreFirst Bank & Trust
Kansas
$421K
IC
1441
Intersect Capital
California
$421K +$27.4K +128 +7%
SAM
1442
Sawgrass Asset Management
Florida
$421K +$396K +1,849 New
WANY
1443
Wealthspire Advisors (New York)
New York
$419K -$424K -1,979 -52%
WSCM
1444
Wellington Shields Capital Management
New York
$415K -$321K -1,500 -45%
WMA
1445
Wealth Management Associates
New Jersey
$412K
BRM
1446
Boston Research & Management
Massachusetts
$412K
LA
1447
Latitude Advisors
Florida
$411K +$123K +574 +47%
PWP
1448
Perfromance Wealth Partners
Illinois
$410K
SWM
1449
Shakespeare Wealth Management
Wisconsin
$409K +$428 +2 +0.1%
Members Trust
1450
Members Trust
Florida
$408K -$21.4K -100 -5%