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Name Holding Trade Value Shares
Change
Change in
Stake
LWAM
1751
Legacy Wealth Asset Management
Minnesota
$817K -$8.86K -30 -1%
HFS
1752
Howard Financial Services
Texas
$817K -$47K -159 -6%
DWAM
1753
Duncan Williams Asset Management
Tennessee
$816K
WE
1754
Wealth Effects
Massachusetts
$814K -$31.6K -107 -4%
GAA
1755
Global Assets Advisory
Florida
$813K +$503K +1,703 +159%
SFO
1756
Stokes Family Office
Louisiana
$811K -$443K -1,500 -37%
FFO
1757
Fortitude Family Office
Arizona
$811K -$18.9K -64 -2%
NWM
1758
Northcape Wealth Management
New York
$811K +$2.66K +9 +0.3%
GIM
1759
Grassi Investment Management
California
$810K -$591K -2,000 -43%
EWM
1760
Evermay Wealth Management
Virginia
$810K -$15.1K -51 -2%
CFP
1761
Catalyst Financial Partners
Massachusetts
$808K +$84.2K +285 +12%
AFPL
1762
Advus Financial Partners, LLC
Florida
$807K +$43.1K +146 +6%
CA
1763
Capital Advantage
California
$806K
KFA
1764
Kelleher Financial Advisors
New York
$806K +$33.7K +114 +5%
TCBWMS
1765
Texas Capital Bank Wealth Management Services
Texas
$805K +$185K +628 +32%
AA
1766
Auxano Advisors
Washington
$804K +$886 +3 +0.1%
CWM
1767
Calamos Wealth Management
Illinois
$803K +$35.1K +119 +5%
FPWM
1768
FSB Premier Wealth Management
Iowa
$798K -$18.6K -63 -2%
IA
1769
IFC Advisors
California
$797K +$73.5K +249 +11%
FNT
1770
First Nebraska Trust
Nebraska
$796K
NERM
1771
New England Research & Management
Illinois
$792K -$864K -2,926 -54%
OC
1772
Oarsman Capital
Wisconsin
$792K -$19.8K -67 -3%
HFBOT
1773
Home Federal Bank of Tennessee
Tennessee
$791K
CBT
1774
CoreFirst Bank & Trust
Kansas
$786K +$82.7K +280 +12%
BWP
1775
BSW Wealth Partners
Colorado
$782K +$41.6K +141 +6%