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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
951
Cyndeo Wealth Partners
Florida
$507K -$7.67K -73 -2%
Krilogy Financial
952
Krilogy Financial
Missouri
$507K +$479K +4,561 New
MIM
953
MTM Investment Management
South Carolina
$505K -$2.94K -28 -0.6%
Cassaday & Co Wealth Management
954
Cassaday & Co Wealth Management
Virginia
$505K +$33.7K +321 +8%
ECA
955
Elevated Capital Advisors
Utah
$505K – – –
PAS
956
PKS Advisory Services
New York
$505K -$7.88K -75 -2%
YIM
957
Yoffe Investment Management
Pennsylvania
$502K – – –
ACM
958
Altrius Capital Management
North Carolina
$501K – – –
SWM
959
SeaCrest Wealth Management
New York
$501K -$28.1K -268 -6%
HW
960
HORAN Wealth
Ohio
$500K – – –
IAIM
961
International Assets Investment Management
Florida
$500K – – –
EP
962
Edgestream Partners
New Jersey
$499K +$469K +4,463 New
Great Lakes Advisors
963
Great Lakes Advisors
Illinois
$494K -$48.7K -464 -9%
PK
964
Pflug Koory
Nebraska
$492K – – –
OIC
965
Orion Investment Company
Missouri
$491K – – –
Journey Strategic Wealth
966
Journey Strategic Wealth
New Jersey
$491K +$87.6K +834 +23%
NB
967
Northwest Bancshares
Pennsylvania
$491K -$14.7K -140 -3%
WA
968
WBH Advisory
Maryland
$490K -$15.8K -150 -3%
WG
969
Watchman Group
Texas
$490K +$840 +8 +0.2%
Dakota Wealth Management
970
Dakota Wealth Management
Florida
$489K -$2.21M -21,077 -83%
TNA
971
True North Advisors
Texas
$487K +$32.9K +313 +8%
AWM
972
Aprio Wealth Management
Georgia
$487K +$55.9K +532 +14%
RZH
973
Relyea Zuckerberg Hanson
Connecticut
$485K -$6.62K -63 -1%
BWM
974
Baron Wealth Management
Michigan
$483K +$16.9K +161 +4%
GWSG
975
GPS Wealth Strategies Group
Colorado
$481K -$110K -1,047 -20%