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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Axxcess Wealth Management
California
$1.08M +$537K +837 +112%
SFG
527
SevenBridge Financial Group
Pennsylvania
$1.06M +$21.2K +33 +2%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$1.06M -$79K -123 -7%
BCA
529
Bay Colony Advisors
Massachusetts
$1.05M -$112K -174 -10%
IVP
530
Intrinsic Value Partners
Arizona
$1.05M -$107K -166 -10%
CGL
531
Clarius Group LLC
Washington
$1.05M -$6.42K -10 -0.6%
RHP
532
Royal Harbor Partners
Texas
$1.04M -$211K -329 -18%
GA
533
GoalVest Advisory
New York
$1.04M +$4.5K +7 +0.5%
CWM
534
Congress Wealth Management
Massachusetts
$1.04M -$17.3K -27 -2%
SXL
535
Summit X LLC
Missouri
$1.04M -$165K -257 -14%
MOS
536
MGO One Seven
Ohio
$1.04M +$23.8K +37 +2%
BP
537
Ballentine Partners
Massachusetts
$1.03M +$73.2K +114 +8%
SFP
538
Shepherd Financial Partners
Massachusetts
$1.02M +$965K +1,503 New
ECM
539
Exchange Capital Management
Michigan
$1.02M +$4.5K +7 +0.5%
VIA
540
Vident Investment Advisory
Georgia
$1.02M -$676K -1,053 -41%
BPA
541
Beacon Pointe Advisors
California
$1.02M -$112K -174 -10%
ATPW
542
Ashton Thomas Private Wealth
Arizona
$1.01M +$78.3K +122 +9%
VFA
543
Valeo Financial Advisors
Indiana
$1M +$301K +468 +46%
CFB
544
Cullen/Frost Bankers
Texas
$1M +$207K +323 +28%
SWM
545
Spire Wealth Management
Virginia
$994K +$193K +301 +26%
FHB
546
First Hawaiian Bank
Hawaii
$990K -$27K -42 -3%
SIA
547
SkyView Investment Advisors
New Jersey
$984K +$57.1K +89 +7%
LAI
548
Legal Advantage Investments
California
$980K
HFM
549
Harvest Fund Management
China
$979K +$260K +405 +39%
RWP
550
RWA Wealth Partners
Massachusetts
$975K