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Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
SteelPeak Wealth
California
$242K +$277K +2,718 New
MOS
552
MGO One Seven
Ohio
$241K -$59.1K -579 -18%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$238K +$82.5K +808 +43%
FFS
554
Founders Financial Securities
Maryland
$234K +$5.82K +57 +2%
CIM
555
CIM Investment Management
Pennsylvania
$232K -$1.23K -12 -0.5%
IFWM
556
Institute for Wealth Management
Colorado
$226K -$5K -49 -2%
RWA
557
Ropes Wealth Advisors
Massachusetts
$224K +$1.84K +18 +0.7%
SS
558
Simplicity Solutions
Minnesota
$221K +$253K +2,480 New
MIM
559
Marco Investment Management
Georgia
$220K
BP
560
Ballentine Partners
Massachusetts
$220K +$252K +2,467 New
SP
561
Symmetry Partners
Connecticut
$217K -$88K -862 -26%
BL
562
Balentine LLC
Georgia
$217K -$84.6K -829 -25%
NCM
563
Neumann Capital Management
California
$216K
MBT
564
Montecito Bank & Trust
California
$215K +$17.6K +172 +8%
ACM
565
AlphaCrest Capital Management
New York
$209K -$30.8K -302 -11%
SFA
566
Sequoia Financial Advisors
Ohio
$208K +$9.29K +91 +4%
ZCA
567
Zeke Capital Advisors
Pennsylvania
$207K +$237K +2,320 New
CI
568
Conning Inc
Connecticut
$205K -$408 -4 -0.2%
CFG
569
Cooper Financial Group
California
$205K +$235K +2,306 New
EFS
570
Essex Financial Services
Connecticut
$201K +$26.7K +262 +13%
UB
571
UMB Bank
Missouri
$182K +$2.35K +23 +1%
WWP
572
WR Wealth Planners
Missouri
$176K +$5K +49 +3%
APA
573
American Portfolios Advisors
New York
$176K -$38.2K -374 -16%
BBHC
574
Brown Brothers Harriman & Co
New York
$174K -$6.63K -65 -3%
MS
575
Mizuho Securities
Japan
$165K -$286K -2,800 -74%