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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
576
Avitas Wealth Management
California
$2.16M -$5.32K -6 -0.3%
COI
577
Connable Office Inc
Michigan
$2.15M -$34.6K -39 -2%
BFWM
578
Bright Futures Wealth Management
New York
$2.14M +$1.85M +2,084 New
FA
579
FDx Advisors
Illinois
$2.1M -$3.42M -3,852 -64%
FFM
580
Forum Financial Management
Illinois
$2.09M -$3.55K -4 -0.2%
SAG
581
SageView Advisory Group
California
$2.07M -$357K -402 -16%
ECM
582
Evergreen Capital Management
Washington
$2.06M +$146K +165 +8%
HCMT
583
Highland Capital Management (Tennessee)
Tennessee
$2.04M +$2.66K +3 +0.1%
RWB
584
RMR Wealth Builders
New Jersey
$2.04M +$7.1K +8 +0.4%
MCC
585
Malaga Cove Capital
California
$2.04M
KC
586
Kingfisher Capital
North Carolina
$2.02M +$148K +167 +9%
FAM
587
Fred Alger Management
New York
$2.01M -$6.58M -7,413 -78%
GA
588
GoalVest Advisory
New York
$1.99M +$335K +378 +23%
TPW
589
Transatlantique Private Wealth
New York
$1.99M -$207K -233 -10%
MLA
590
My Legacy Advisors
Oregon
$1.98M +$110K +124 +6%
BFS
591
Bradley Foster & Sargent
Connecticut
$1.96M +$154K +174 +9%
IAS
592
Insigneo Advisory Services
Florida
$1.96M +$958K +1,080 +115%
NL
593
NWAM LLC
Washington
$1.95M +$56.8K +64 +3%
MIFH
594
Migdal Insurance & Financial Holdings
Israel
$1.95M -$169K -190 -9%
SCP
595
Stamos Capital Partners
California
$1.94M +$8.87K +10 +0.5%
LB
596
Legacy Bridge
Iowa
$1.94M +$9.76K +11 +0.6%
Bank of Nova Scotia
597
Bank of Nova Scotia
Ontario, Canada
$1.93M +$99.3K +112 +6%
VWM
598
Venturi Wealth Management
Texas
$1.92M -$359K -405 -17%
FT
599
Fiduciary Trust
Massachusetts
$1.92M +$76.3K +86 +5%
FOA
600
Five Oceans Advisors
California
$1.9M