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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
776
SeaCrest Wealth Management
New York
$453K +$411 +6 +0.1%
PWP
777
Phillips Wealth Planners
Mississippi
$453K +$441K +6,435 New
LWCFA
778
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$452K
HI
779
Horizon Investments
North Carolina
$451K -$965K -14,093 -67%
PFS
780
Physicians Financial Services
North Carolina
$451K -$6.85K -100 -1%
DEA
781
DoubleLine ETF Adviser
Florida
$447K -$72.6K -1,060 -13%
MSAM
782
Moloney Securities Asset Management
Missouri
$445K
APA
783
Astoria Portfolio Advisors
New York
$445K +$162K +2,373 +52%
CA
784
Clearstead Advisors
Ohio
$445K +$3.22K +47 +0.7%
ACM
785
AlphaStar Capital Management
North Carolina
$444K -$153K -2,236 -25%
FHB
786
First Hawaiian Bank
Hawaii
$443K +$3.7K +54 +0.8%
CT
787
Colonial Trust
South Carolina
$443K +$155K +2,271 +49%
MMA
788
Miracle Mile Advisors
California
$439K
FMAEN1
789
Fund Management at Engine No 1
California
$438K +$38.2K +558 +9%
CFB
790
Cullen/Frost Bankers
Texas
$437K
SMC
791
Smith, Moore & Co
Missouri
$436K -$19.5K -285 -4%
HCA
792
Horan Capital Advisors
Ohio
$436K
PCA
793
Prosperity Capital Advisors
Ohio
$436K -$411 -6 -0.1%
GRP
794
Global Retirement Partners
California
$434K +$207K +3,021 +88%
AWA
795
Acorn Wealth Advisors
Michigan
$433K +$68 +1 +0%
EI
796
Ellevest Inc
New York
$431K +$51.8K +756 +13%
FA
797
Faithward Advisors
Pennsylvania
$431K +$443K +6,466 New
PWM
798
Perigon Wealth Management
California
$431K +$23.1K +337 +5%
CYG
799
Clean Yield Group
Vermont
$430K -$20.5K -300 -4%
SFG
800
Steward Financial Group
Texas
$429K +$9.31K +136 +2%