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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1726
WBI Investments
New Jersey
$742K +$502K +1,731 +193%
TPW
1727
Transatlantique Private Wealth
New York
$742K -$14.8K -51 -2%
DWAM
1728
Duncan Williams Asset Management
Tennessee
$741K +$1.16K +4 +0.2%
LWAM
1729
Legacy Wealth Asset Management
Minnesota
$740K +$3.77K +13 +0.5%
WE
1730
Wealth Effects
Massachusetts
$738K +$290 +1 +0%
NF
1731
Nikulski Financial
Iowa
$737K +$4.93K +17 +0.7%
SCP
1732
Stamos Capital Partners
California
$736K -$444K -1,532 -37%
HKAM
1733
Horizon Kinetics Asset Management
New York
$733K -$249K -859 -25%
AF
1734
Apexium Financial
Texas
$729K +$11.6K +40 +2%
FFO
1735
Fortitude Family Office
Arizona
$728K +$290 +1 +0%
BFO
1736
Biltmore Family Office
North Carolina
$725K +$56K +193 +8%
CAL
1737
Capital Analysts LLC
Pennsylvania
$724K +$26.4K +91 +4%
DP
1738
Dearborn Partners
Illinois
$723K -$30.7K -106 -4%
LAM
1739
LOM Asset Management
$721K +$8.7K +30 +1%
AL
1740
ADE LLC
Maryland
$720K – – –
LF
1741
Lighthouse Financial
Florida
$720K -$174K -600 -19%
FMN
1742
Financial Management Network
California
$715K +$24.7K +85 +4%
CCA
1743
Childress Capital Advisors
Texas
$709K +$120K +415 +20%
CSA
1744
Cottage Street Advisors
Massachusetts
$708K +$580 +2 +0.1%
FPWM
1745
FSB Premier Wealth Management
Iowa
$708K -$17.4K -60 -2%
PAA
1746
Peregrine Asset Advisers
Oregon
$706K -$87K -300 -11%
AA
1747
Apriem Advisors
California
$704K +$1.45K +5 +0.2%
OFS
1748
OneAscent Financial Services
Alabama
$702K -$171K -590 -19%
EPW
1749
Endeavor Private Wealth
Kansas
$702K -$17.1K -59 -2%
OC
1750
Oarsman Capital
Wisconsin
$701K -$47.6K -164 -6%