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Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Profund Advisors
Maryland
$429K -$20.7K -302 -4%
SIA
802
Schechter Investment Advisors
Michigan
$427K +$43K +628 +10%
WCWM
803
Willow Creek Wealth Management
California
$424K -$890 -13 -0.2%
OTL
804
Oak Thistle LLC
New York
$423K +$449K +6,563 New
LNC
805
Lincoln National Corp
Pennsylvania
$422K -$2.19M -32,058 -83%
CCA
806
Checchi Capital Advisers
California
$422K -$25.8K -377 -5%
CAM
807
Carret Asset Management
New York
$421K
SFS
808
Sowell Financial Services
Arkansas
$421K +$447K +6,523 New
TAM
809
Trust Asset Management
Texas
$419K -$13.3K -194 -3%
EWM
810
Empirical Wealth Management
Washington
$419K +$111K +1,625 +33%
FMC
811
First Merchants Corp
Indiana
$416K -$20.5K -300 -4%
DWM
812
Dakota Wealth Management
Florida
$416K -$1.09K -16 -0.2%
IWN
813
Independent Wealth Network
Iowa
$415K -$4.24K -62 -1%
BB
814
Busey Bank
Illinois
$415K -$83K -1,212 -16%
GC
815
Grimes & Company
Massachusetts
$414K +$958 +14 +0.2%
LFG
816
Larson Financial Group
Missouri
$414K +$548 +8 +0.1%
CWP
817
Capital Wealth Planning
Florida
$414K -$126M -1,833,686 -100%
PWW
818
Pettyjohn Wood & White
Virginia
$413K +$7.12K +104 +2%
BCA
819
Bay Colony Advisors
Massachusetts
$412K -$45.3K -662 -9%
EH
820
Equitable Holdings
New York
$409K -$33.1K -484 -7%
STA
821
Summit Trail Advisors
New York
$409K +$48.3K +706 +13%
LWP
822
Lumature Wealth Partners
Georgia
$408K -$2.19K -32 -0.5%
AWE
823
Avidian Wealth Enterprises
Texas
$408K +$44.6K +652 +12%
CWM
824
Chesapeake Wealth Management
Virginia
$408K -$15.4K -225 -3%
TPCW
825
TD Private Client Wealth
New York
$407K -$616 -9 -0.1%