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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1526
Keudell/Morrison Wealth Management
Oregon
$394K -$1.71K -7 -0.4%
PCOC
1527
Power Corp of Canada
Canada
$394K -$399K -1,636 -50%
WMA
1528
Wealth Management Associates
New Jersey
$394K +$5.36K +22 +1%
Jones Financial Companies
1529
Jones Financial Companies
Missouri
$393K -$41.7K -171 -9%
SIG
1530
Sargent Investment Group
Maryland
$393K +$3.66K +15 +0.9%
ACM
1531
Ardent Capital Management
Ohio
$392K +$398K +1,631 New
SIA
1532
Soltis Investment Advisors
Utah
$389K +$70K +287 +22%
TFF
1533
The Family Firm
Maryland
$387K +$2.19K +9 +0.6%
SAM
1534
Secure Asset Management
Michigan
$385K -$2.68K -11 -0.7%
W
1535
WealthOne
New York
$385K -$1.22K -5 -0.3%
CAWM
1536
Capital Advisors Wealth Management
Washington
$385K
MWM
1537
Mascoma Wealth Management
New Hampshire
$385K
WI
1538
WrapManager Inc
California
$384K -$24.9K -102 -6%
CBA
1539
Coastal Bridge Advisors
Connecticut
$384K +$731 +3 +0.2%
AC
1540
Allstate Corporation
Illinois
$382K
EFG
1541
Everhart Financial Group
Ohio
$381K +$64.6K +265 +20%
SFG
1542
SNS Financial Group
Minnesota
$381K +$5.12K +21 +1%
BOSSRA
1543
B.O.S.S. Retirement Advisors
Utah
$380K +$2.44K +10 +0.6%
WHCI
1544
W.H. Cornerstone Investments
Massachusetts
$378K +$2.19K +9 +0.6%
CWM
1545
Chronos Wealth Management
Florida
$378K
FC
1546
FCA Corp
Texas
$378K
NP
1547
NorthRock Partners
Minnesota
$377K +$81.9K +336 +27%
OAM
1548
Oak Asset Management
California
$375K +$380K +1,560 New
FFA
1549
Founders Financial Alliance
North Carolina
$375K -$13.7K -56 -3%
CF
1550
Cantor Fitzgerald
New York
$374K -$24.4K -100 -6%