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Name Holding Trade Value Shares
Change
Change in
Stake
NRS
676
Neville Rodie & Shaw
New York
$457K -$15.5K -50 -3%
Equitable Holdings
677
Equitable Holdings
New York
$456K +$9.9K +32 +2%
SWM
678
SeaCrest Wealth Management
New York
$455K +$34K +110 +8%
JE
679
JMAC Enterprises
Pennsylvania
$451K -$15.5K -50 -3%
AFO
680
Arrowroot Family Office
California
$450K +$442K +1,427 New
GFP
681
Gryphon Financial Partners
Ohio
$449K +$441K +1,425 New
IFU
682
iSAM Funds (UK)
United Kingdom
$447K +$439K +1,418 New
Avidian Wealth Enterprises
683
Avidian Wealth Enterprises
Texas
$444K +$619 +2 +0.1%
Wilbanks Smith & Thomas Asset Management
684
Wilbanks Smith & Thomas Asset Management
Virginia
$444K -$310 -1 -0.1%
Fayez Sarofim & Co
685
Fayez Sarofim & Co
Texas
$444K – – –
BIM
686
Baldwin Investment Management
Pennsylvania
$441K – – –
Independent Advisor Alliance
687
Independent Advisor Alliance
North Carolina
$441K +$433K +1,398 New
Empirical Wealth Management
688
Empirical Wealth Management
Washington
$439K – – –
Allworth Financial
689
Allworth Financial
California
$438K +$35.9K +116 +9%
HH
690
Hilltop Holdings
Texas
$434K -$8.67K -28 -2%
WFI
691
West Family Investments
California
$434K +$7.74K +25 +2%
WP
692
WealthSource Partners
California
$430K – – –
FPCP
693
Fort Point Capital Partners
California
$428K +$15.5K +50 +4%
NOI
694
Newton One Investments
Delaware
$421K – – –
Apollon Wealth Management
695
Apollon Wealth Management
South Carolina
$421K -$98.1K -317 -19%
KCM
696
Kathmere Capital Management
Pennsylvania
$420K -$10.2K -33 -2%
LJAC
697
L.J. Altfest & Co
New York
$417K – – –
NDSI
698
Newman Dignan & Sheerar Inc
Rhode Island
$416K -$14.5K -47 -3%
AFP
699
Ausdal Financial Partners
Iowa
$413K -$4.95K -16 -1%
JWA
700
JFS Wealth Advisors
Pennsylvania
$412K -$310 -1 -0.1%