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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1001
Abound Wealth Management
Tennessee
$464K -$17K -148 -4%
FC
1002
Farringdon Capital
United Kingdom
$463K +$455K +3,953 New
SFG
1003
SevenBridge Financial Group
Pennsylvania
$462K – – –
GWANC
1004
Guardian Wealth Advisors (North Carolina)
North Carolina
$460K -$691 -6 -0.2%
CWM
1005
Collaborative Wealth Management
Florida
$457K – – –
AA
1006
ALPS Advisors
Colorado
$457K +$449K +3,898 New
BA
1007
Bridgewater Advisors
New York
$456K +$12.5K +109 +3%
BW
1008
BXM Wealth
Colorado
$454K – – –
CWG
1009
Cornerstone Wealth Group
North Carolina
$454K +$23.6K +205 +6%
PA
1010
ProCore Advisors
California
$453K +$115 +1 +0%
KFI
1011
Key Financial Inc
Pennsylvania
$453K – – –
UBP
1012
Union Bancaire Privee
Switzerland
$450K – – –
PA
1013
Profund Advisors
Maryland
$450K -$21.4K -186 -5%
AT
1014
American Trust
Kentucky
$447K -$1.15K -10 -0.3%
CC
1015
Chicago Capital
Illinois
$447K – – –
PFGIA
1016
Patriot Financial Group Insurance Agency
Massachusetts
$447K -$430K -3,737 -50%
FHC
1017
First Horizon Corporation
Tennessee
$445K +$155K +1,344 +55%
Luther King Capital Management (LKCM)
1018
Luther King Capital Management (LKCM)
Texas
$444K -$23K -200 -5%
LIM
1019
Letson Investment Management
Georgia
$444K – – –
TWM
1020
TriaGen Wealth Management
California
$443K +$5.3K +46 +1%
TFS
1021
Thoroughbred Financial Services
Tennessee
$442K +$1.04K +9 +0.2%
BAM
1022
Brave Asset Management
New Jersey
$441K – – –
EARNEST Partners
1023
EARNEST Partners
Georgia
$439K +$9.79K +85 +2%
PP
1024
Patten & Patten
Tennessee
$438K -$4.03K -35 -0.9%
IF
1025
Intrua Financial
Texas
$438K +$21.8K +189 +5%