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Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1351
Signature Wealth Management Group
Georgia
$480K +$49.2K +278 +12%
KFS
1352
Kurt F. Somerville
$477K -$4.42K -25 -1%
RFA
1353
Reilly Financial Advisors
California
$476K
SCM
1354
SOL Capital Management
Maryland
$474K
SG
1355
StoneX Group
New York
$473K -$14.3K -81 -3%
JGIA
1356
Jackson Grant Investment Advisers
Connecticut
$473K +$3.18K +18 +0.7%
NG
1357
Northstar Group
New York
$472K -$8.84K -50 -2%
BWM
1358
BerganKDV Wealth Management
Minnesota
$472K +$1.06K +6 +0.2%
MHIC
1359
Marble Harbor Investment Counsel
Massachusetts
$470K +$17.7K +100 +4%
BMC
1360
Benin Management Corp
Connecticut
$467K
SA
1361
Strategic Advisors
New York
$466K -$94.1K -532 -17%
VAM
1362
Verity Asset Management
North Carolina
$466K +$27.8K +157 +7%
SWA
1363
Sutton Wealth Advisors
Florida
$466K -$1.77K -10 -0.4%
CA
1364
Continuum Advisory
Idaho
$465K -$14.2K -80 -3%
WG
1365
Winton Group
United Kingdom
$464K -$471K -2,664 -51%
HF
1366
HRT Financial
New York
$462K +$83K +469 +23%
WA
1367
Waverly Advisors
Alabama
$459K -$16.3K -92 -4%
SKK
1368
Shepherd Kaplan Krochuk
Massachusetts
$457K
PCG
1369
Private Capital Group
Connecticut
$456K +$19.8K +112 +5%
EWA
1370
Exencial Wealth Advisors
Oklahoma
$455K
ZCI
1371
Zevenbergen Capital Investments
Washington
$454K -$18.6K -105 -4%
BO
1372
BRR OpCo
Ohio
$453K +$7.96K +45 +2%
NCM
1373
Nelson Capital Management
California
$453K +$11.1K +63 +3%
Carson Wealth (CWM LLC)
1374
Carson Wealth (CWM LLC)
Nebraska
$453K +$80K +452 +23%
PCTC
1375
Perkins Coie Trust Company
Washington
$450K